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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-256- 1.42% |
$29.5K - $31.8K
|
17.8K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
176+ 7.46% |
$20.3K - $21.8K
|
2.53K
$326K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 27.92% |
$167K - $180K
|
6.64K
$854K
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-363- 0.29% |
$41.8K - $45.1K
|
123K
$15.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.83K+ 1.11% |
$211K - $227K
|
166K
$21.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.15K- 19.02% |
$132K - $143K
|
4.89K
$629K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-26.6K- 49.98% |
$3.07M - $3.31M
|
26.6K
$3.42M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-13K- 82.33% |
$1.5M - $1.62M
|
2.8K
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4.72K+ 5.38% |
$543K - $586K
|
92.4K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
78+ 0.56% |
$8.98K - $9.68K
|
13.9K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
58New |
$6.68K - $7.2K
|
58
$7.45K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
83+ 3.39% |
$9.56K - $10.3K
|
2.53K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-35.4K- 94.37% |
$4.08M - $4.4M
|
2.11K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.09K- 50.02% |
$471K - $507K
|
4.08K
$525K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-4.46K- 12.41% |
$514K - $554K
|
31.5K
$4.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.68KNew |
$193K - $208K
|
1.68K
$216K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-123K- 28.04% |
$14.2M - $15.3M
|
316K
$40.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-174K- 13.43% |
$20.1M - $21.7M
|
1.12M
$145M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
618+ 10.99% |
$71.2K - $76.7K
|
6.24K
$802K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
344+ 1.23% |
$39.6K - $42.7K
|
28.3K
$3.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
224+ 1.97% |
$25.8K - $27.8K
|
11.6K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
149+ 0.28% |
$17.2K - $18.5K
|
53.8K
$6.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-100- 5.44% |
$11.5K - $12.4K
|
1.74K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.58K- 34.96% |
$182K - $196K
|
2.93K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-24- 1.11% |
$2.76K - $2.98K
|
2.14K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-162- 6.15% |
$18.7K - $20.1K
|
2.47K
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
51+ 26.56% |
$5.87K - $6.33K
|
243
$31.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-841- 4.71% |
$96.8K - $104K
|
17K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
260+ 7.3% |
$29.9K - $32.3K
|
3.82K
$491K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-9.5K- 82.61% |
$1.09M - $1.18M
|
2K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.8KNew |
$207K - $223K
|
1.8K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
198+ 0.89% |
$22.8K - $24.6K
|
22.6K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1+ 2.5% |
$115 - $124
|
41
$5.27K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
32.2K+ 22.65% |
$3.71M - $4M
|
174K
$22.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
23.7K+ 5.7% |
$2.73M - $2.95M
|
440K
$56.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.22K+ 2.3% |
$1.06M - $1.14M
|
411K
$52.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.31K- 26.43% |
$726K - $783K
|
17.6K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-999- 4.67% |
$115K - $124K
|
20.4K
$2.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-721- 7.43% |
$83K - $89.5K
|
8.98K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-181- 14.13% |
$20.8K - $22.5K
|
1.1K
$141K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-7.51K- 80.19% |
$865K - $932K
|
1.86K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-993- 9.43% |
$114K - $123K
|
9.54K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
96+ 2.88% |
$11.1K - $11.9K
|
3.43K
$441K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.59K+ 11.29% |
$183K - $197K
|
15.6K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.3K- 34.69% |
$150K - $161K
|
2.45K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.23K+ 54.34% |
$142K - $153K
|
3.5K
$450K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
362+ 1.75% |
$41.7K - $44.9K
|
21.1K
$2.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.62K+ 5.75% |
$532K - $574K
|
85K
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
165New |
$19K - $20.5K
|
165
$21.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
467+ 25.26% |
$53.8K - $58K
|
2.32K
$298K
|