Latest Institutional Transactions on Ishares Msci Acwi ETF (ACWI)
This table provides information on the latest institutional transactions involving Ishares Msci Acwi ETF (ACWI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
312+ 7.81% |
$35.9K - $38.7K
|
4.31K
$529K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 2.08% |
$11.5K - $12.4K
|
4.72K
$579K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.02% |
$115 - $124
|
5.46K
$670K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.22K+ 11.49% |
$255K - $275K
|
21.5K
$2.64M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
987+ 5.01% |
$114K - $123K
|
20.7K
$2.54M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.37K+ 100.98% |
$272K - $294K
|
4.71K
$578K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-110- 26.96% |
$12.7K - $13.7K
|
298
$36.6K
|
|
|
May 15, 2025
Q1 2025
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
59.3KNew |
$6.83M - $7.36M
|
59.3K
$7.28M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.5K+ 27.45% |
$173K - $187K
|
6.98K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-6.78K- 5.58% |
$780K - $841K
|
115K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
385+ 8.61% |
$44.3K - $47.8K
|
4.86K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12+ 5.91% |
$1.38K - $1.49K
|
215
$26.4K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
634+ 5.7% |
$73K - $78.7K
|
11.8K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
PUT |
13.3KNew |
$1.53M - $1.65M
|
13.3K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-80.3K- 29.28% |
$9.25M - $9.97M
|
194K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-277- 7.37% |
$31.9K - $34.4K
|
3.48K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-110- 1.61% |
$12.7K - $13.7K
|
6.73K
$826K
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
460+ 9.21% |
$53K - $57.1K
|
5.46K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.22K- 0.38% |
$141K - $152K
|
323K
$39.6M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
4.31K+ 43.83% |
$496K - $534K
|
14.1K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
116New |
$13.4K - $14.4K
|
116
$14.2K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-721- 0.59% |
$83K - $89.5K
|
121K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-503- 6.24% |
$57.9K - $62.4K
|
7.56K
$928K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-94- 3.07% |
$10.8K - $11.7K
|
2.97K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
228+ 8.49% |
$26.3K - $28.3K
|
2.91K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
114K+ 48.72% |
$13.1M - $14.1M
|
348K
$42.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.59K+ 16.92% |
$183K - $197K
|
11K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
80+ 0.84% |
$9.21K - $9.93K
|
9.57K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-150- 1.01% |
$17.3K - $18.6K
|
14.7K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-63.5K- 64.73% |
$7.31M - $7.88M
|
34.6K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.21K- 2.11% |
$255K - $274K
|
102K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.07K+ 118.15% |
$699K - $753K
|
11.2K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.07K- 1.3% |
$124K - $133K
|
81.3K
$9.98M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
40+ 1.72% |
$4.61K - $4.97K
|
2.37K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-500K- 27.07% |
$57.6M - $62.1M
|
1.35M
$165M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
956K+ 13.12% |
$110M - $119M
|
8.24M
$1.01B
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-59- 0.05% |
$6.79K - $7.32K
|
108K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-791- 4.34% |
$91.1K - $98.2K
|
17.5K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.43K+ 256.94% |
$1.09M - $1.17M
|
13.1K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-67- 3.52% |
$7.72K - $8.32K
|
1.84K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-370- 2.44% |
$42.6K - $45.9K
|
14.8K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
389+ 5.9% |
$44.8K - $48.3K
|
6.98K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-15- 0.31% |
$1.73K - $1.86K
|
4.86K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.2K- 31.74% |
$1.18M - $1.27M
|
22K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-12.3K- 5.21% |
$1.42M - $1.53M
|
225K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-60.1K- 20.1% |
$6.92M - $7.46M
|
239K
$29.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.07K- 2.45% |
$468K - $505K
|
162K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-161K- 25.31% |
$18.5M - $20M
|
474K
$58.2M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.03K+ 3.86% |
$233K - $251K
|
54.5K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.52K- 4.88% |
$405K - $437K
|
68.5K
$8.41M
|