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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-9.04K- 0.52% |
$937K - $1.16M
|
1.74M
$223M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
981+ 2.28% |
$102K - $126K
|
44.1K
$5.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.87KNew |
$193K - $240K
|
1.87K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4+ 0.05% |
$414 - $514
|
7.75K
$996K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.29K- 3.53% |
$133K - $165K
|
35.1K
$4.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
180+ 4.89% |
$18.6K - $23.1K
|
3.86K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.1K- 75.53% |
$1.78M - $2.21M
|
5.55K
$714K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.8% |
$725 - $900
|
877
$113K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.87K+ 27.82% |
$194K - $240K
|
8.59K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-27.2K- 69.65% |
$2.81M - $3.49M
|
11.8K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.77K+ 1.15% |
$287K - $357K
|
244K
$31.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
425+ 607.14% |
$44K - $54.7K
|
495
$63.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.39K- 6.44% |
$247K - $307K
|
34.7K
$4.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 7.13% |
$143K - $178K
|
20.8K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-70- 1.66% |
$7.25K - $9K
|
4.14K
$531K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
48+ 0.16% |
$4.97K - $6.17K
|
30.9K
$3.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
321+ 15.92% |
$33.3K - $41.3K
|
2.34K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.18K- 29.24% |
$122K - $152K
|
2.85K
$367K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
41.4K+ 1065.01% |
$4.29M - $5.33M
|
45.3K
$5.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
275+ 13.25% |
$28.5K - $35.4K
|
2.35K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.2K- 6.47% |
$539K - $669K
|
75.2K
$9.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.05K- 20.34% |
$316K - $392K
|
12K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
117+ 0.23% |
$12.1K - $15K
|
50.4K
$6.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.01KNew |
$623K - $773K
|
6.01K
$773K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
813+ 6.72% |
$84.2K - $105K
|
12.9K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 1.46% |
$518 - $643
|
347
$44.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
722+ 0.31% |
$74.8K - $92.8K
|
232K
$29.8M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
500New |
$51.8K - $64.3K
|
500
$64.3K
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-16.4K- 91.17% |
$1.69M - $2.1M
|
1.58K
$203K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-982- 1.63% |
$102K - $126K
|
59.2K
$7.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
345+ 0.85% |
$35.7K - $44.4K
|
40.8K
$5.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.58KNew |
$163K - $203K
|
1.58K
$203K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
171+ 5.56% |
$17.7K - $22K
|
3.25K
$417K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-9.05K- 54.22% |
$937K - $1.16M
|
7.64K
$982K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.04% |
$311 - $386
|
7.34K
$943K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.56KNew |
$162K - $201K
|
1.56K
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-29.7K- 65.28% |
$3.08M - $3.82M
|
15.8K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
265+ 0.67% |
$27.5K - $34.1K
|
40K
$5.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
99+ 1.43% |
$10.3K - $12.7K
|
7.03K
$903K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
12.3KNew |
$1.27M - $1.58M
|
12.3K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$104 - $129
|
4.31K
$554K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67.5K+ 1887.5% |
$6.99M - $8.68M
|
71.1K
$9.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.65KNew |
$171K - $212K
|
1.65K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-485- 11.06% |
$50.2K - $62.4K
|
3.9K
$502K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-163- 0.52% |
$16.9K - $21K
|
31K
$3.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
46.3KNew |
$4.8M - $5.96M
|
46.3K
$5.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
540+ 18.54% |
$55.9K - $69.4K
|
3.45K
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
51+ 1.21% |
$5.28K - $6.56K
|
4.25K
$546K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
188+ 7.57% |
$19.5K - $24.2K
|
2.67K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-135- 1.97% |
$14K - $17.4K
|
6.71K
$863K
|