Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-835- 30.98% |
$77.7K - $84.4K
|
1.86K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-249- 9.95% |
$23.2K - $25.2K
|
2.25K
$271K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-194- 75.49% |
$18K - $19.6K
|
63
$7.59K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-97- 15.98% |
$9.02K - $9.81K
|
510
$61.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-64- 2.93% |
$5.95K - $6.47K
|
2.12K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33- 1.34% |
$3.07K - $3.34K
|
2.42K
$292K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 28.07% |
$1.49K - $1.62K
|
41
$4.94K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-894- 13.06% |
$85.3K - $89.5K
|
5.95K
$717K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-420- 14.38% |
$40.1K - $42.1K
|
2.5K
$301K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-310- 0.39% |
$29.6K - $31K
|
80.1K
$9.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-250- 9.8% |
$23.9K - $25K
|
2.3K
$277K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-93- 72.09% |
$8.87K - $9.31K
|
36
$4.34K
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.68% |
$2.39K - $2.5K
|
3.65K
$439K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-9- 0.24% |
$859 - $901
|
3.69K
$444K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 0.22% |
$573 - $601
|
2.71K
$327K
|
|
| Q2 2023 | |||||||
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-26.4K- 84.38% |
$2.54M - $2.65M
|
4.89K
$589K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-13.9K- 73.07% |
$1.34M - $1.39M
|
5.13K
$618K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-13.1K- 81.45% |
$1.26M - $1.31M
|
2.99K
$360K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.85K- 65.99% |
$466K - $485K
|
2.5K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.82K- 30.11% |
$175K - $182K
|
4.22K
$508K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.66K- 28.04% |
$160K - $166K
|
4.26K
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.17K- 25.25% |
$112K - $117K
|
3.45K
$416K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-500- 58.82% |
$48.1K - $50K
|
350
$42.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-330- 5.23% |
$31.7K - $33K
|
5.98K
$721K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.71K- 6.96% |
$251K - $264K
|
36.3K
$4.37M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-967- 32.87% |
$89.4K - $94.3K
|
1.98K
$238K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-652- 19.6% |
$60.3K - $63.6K
|
2.67K
$322K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-285- 11.8% |
$26.3K - $27.8K
|
2.13K
$257K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-206- 7.92% |
$19K - $20.1K
|
2.4K
$288K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-75- 1.79% |
$6.93K - $7.31K
|
4.12K
$496K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-5- 0.16% |
$462 - $487
|
3.18K
$382K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-148K- 97.84% |
$13M - $14.6M
|
3.27K
$393K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-15.3K- 86.04% |
$1.34M - $1.51M
|
2.48K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.88K- 31.67% |
$253K - $285K
|
6.21K
$748K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.48K- 4.15% |
$130K - $146K
|
34.2K
$4.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-612- 8.08% |
$53.8K - $60.5K
|
6.96K
$838K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-392- 8.0% |
$34.4K - $38.7K
|
4.51K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-302- 10.77% |
$26.5K - $29.8K
|
2.5K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-274- 1.69% |
$24.1K - $27.1K
|
15.9K
$1.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-125- 2.75% |
$11K - $12.4K
|
4.42K
$532K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-37- 1.37% |
$3.25K - $3.66K
|
2.66K
$320K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-134K- 66.75% |
$11.8M - $13.4M
|
66.6K
$8.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-8.43K- 21.1% |
$747K - $844K
|
31.5K
$3.8M
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-3.3K- 58.92% |
$293K - $331K
|
2.3K
$278K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.77K- 54.58% |
$245K - $277K
|
2.3K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-969- 10.75% |
$85.8K - $96.9K
|
8.05K
$969K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-70- 21.67% |
$6.2K - $7K
|
253
$30.5K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-57- 4.07% |
$5.05K - $5.7K
|
1.35K
$162K
|
|
| Q2 2022 | |||||||
|
Mar 11, 2024
Q2 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-46.1KClosed |
$4.2M - $4.93M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.28KClosed |
$299K - $351K
|
0
$0
|
|