Latest Institutional Purchases of Ishares Msci Global Min Vol Fa (ACWV)
This list provides information on the latest institutional transactions involving Ishares Msci Global Min Vol Fa (ACWV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
36KNew |
$3.76M - $4.14M
|
36K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
14.5KNew |
$1.52M - $1.67M
|
14.5K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.77KNew |
$498K - $548K
|
4.77K
$574K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.3KNew |
$241K - $265K
|
2.3K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
2.06KNew |
$215K - $236K
|
2.06K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.75K+ 1.05% |
$183K - $201K
|
168K
$20.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
670New |
$70K - $77K
|
670
$80.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
572+ 0.61% |
$59.8K - $65.8K
|
93.9K
$11.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
266+ 0.2% |
$27.8K - $30.6K
|
133K
$16M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
26New |
$2.72K - $2.99K
|
26
$3.13K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
13+ 0.33% |
$1.36K - $1.49K
|
3.93K
$473K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10New |
$1.05K - $1.15K
|
10
$1.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7New |
$732 - $805
|
7
$843
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.05KNew |
$610K - $642K
|
6.05K
$728K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.75KNew |
$580K - $610K
|
5.75K
$692K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$303K - $319K
|
3K
$362K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.39K+ 15.66% |
$241K - $254K
|
17.6K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.12KNew |
$214K - $225K
|
2.12K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.12KNew |
$214K - $225K
|
2.12K
$255K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.63K+ 75.77% |
$165K - $173K
|
3.79K
$456K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
749New |
$75.6K - $79.5K
|
749
$90.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
569+ 24.89% |
$57.4K - $60.4K
|
2.86K
$344K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
268New |
$27.1K - $28.5K
|
268
$32.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
57+ 1.72% |
$5.75K - $6.05K
|
3.38K
$407K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
54New |
$5.45K - $5.73K
|
54
$6.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24New |
$2.42K - $2.55K
|
24
$2.89K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$2.42K - $2.55K
|
24
$2.89K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22.4K+ 809.75% |
$2.25M - $2.36M
|
25.2K
$3.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.47KNew |
$950K - $997K
|
9.47K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.15K+ 33.11% |
$817K - $858K
|
32.8K
$3.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.83K+ 164.99% |
$485K - $509K
|
7.76K
$935K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.94KNew |
$395K - $415K
|
3.94K
$474K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.47KNew |
$248K - $261K
|
2.47K
$298K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.97KNew |
$197K - $207K
|
1.97K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.92KNew |
$192K - $202K
|
1.92K
$231K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
827New |
$83K - $87.1K
|
827
$99.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
215+ 2.05% |
$21.6K - $22.6K
|
10.7K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
123New |
$12.3K - $13K
|
123
$14.8K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
101+ 3.29% |
$10.1K - $10.6K
|
3.17K
$382K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
46New |
$4.61K - $4.85K
|
46
$5.54K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
26New |
$2.61K - $2.74K
|
26
$3.13K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18New |
$1.81K - $1.9K
|
18
$2.17K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6KNew |
$558K - $607K
|
6K
$723K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.71KNew |
$438K - $476K
|
4.71K
$567K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.52KNew |
$420K - $457K
|
4.52K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.08KNew |
$380K - $413K
|
4.08K
$492K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.23KNew |
$300K - $326K
|
3.23K
$389K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.8KNew |
$260K - $283K
|
2.8K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.66KNew |
$247K - $269K
|
2.66K
$321K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.59KNew |
$240K - $261K
|
2.59K
$311K
|
|