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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.27KNew |
$968K - $1.02M
|
8.27K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
746+ 3.94% |
$87.3K - $91.8K
|
19.7K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-300- 2.27% |
$35.1K - $36.9K
|
12.9K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
81+ 0.09% |
$9.48K - $9.97K
|
86.9K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
260+ 0.85% |
$30.4K - $32K
|
30.9K
$3.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.92% |
$2.93K - $3.08K
|
2.7K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
75+ 0.91% |
$8.78K - $9.23K
|
8.32K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-18- 0.96% |
$2.11K - $2.21K
|
1.85K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
29+ 9.35% |
$3.39K - $3.57K
|
339
$41.9K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-50- 1.26% |
$5.85K - $6.15K
|
3.92K
$484K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.11K+ 6.5% |
$364K - $383K
|
51K
$6.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
312+ 7.02% |
$36.5K - $38.4K
|
4.76K
$588K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20.1K- 48.37% |
$2.35M - $2.47M
|
21.5K
$2.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 0.83% |
$819 - $861
|
850
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8New |
$936 - $984
|
8
$989
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.39K+ 139.51% |
$279K - $294K
|
4.1K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-109- 0.74% |
$12.8K - $13.4K
|
14.7K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.11K+ 15.64% |
$129K - $136K
|
8.17K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.55K+ 71.74% |
$884K - $929K
|
18.1K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-57- 1.34% |
$6.67K - $7.01K
|
4.2K
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-430- 0.94% |
$50.3K - $52.9K
|
45.5K
$5.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
34+ 0.51% |
$3.98K - $4.18K
|
6.73K
$832K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.8K- 50.34% |
$445K - $468K
|
3.75K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-156- 2.2% |
$18.3K - $19.2K
|
6.95K
$859K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.96K- 15.34% |
$229K - $241K
|
10.8K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.11K- 20.39% |
$129K - $136K
|
4.31K
$533K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$1.17K - $1.23K
|
5.44K
$673K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
67.9KNew |
$7.94M - $8.35M
|
67.9K
$8.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 94.4% |
$1.34M - $1.4M
|
23.5K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
840+ 2.13% |
$98.3K - $103K
|
40.4K
$4.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Granger Management LLC
|
BUY
|
- |
959K+ 252.16% |
$112M - $118M
|
1.34M
$166M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.16K- 4.64% |
$253K - $266K
|
44.4K
$5.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.41KNew |
$282K - $297K
|
2.41K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
482+ 405.04% |
$56.4K - $59.3K
|
601
$74.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.06K- 4.73% |
$124K - $131K
|
21.4K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
9.36KNew |
$1.1M - $1.15M
|
9.36K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-68- 1.59% |
$7.96K - $8.37K
|
4.2K
$519K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-133- 0.42% |
$15.6K - $16.4K
|
31.7K
$3.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-2.36K- 0.56% |
$276K - $290K
|
417K
$51.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.56K+ 10.21% |
$768K - $807K
|
70.8K
$8.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 13.22% |
$239K - $252K
|
17.5K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.17K+ 3.18% |
$136K - $143K
|
37.8K
$4.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.85K- 21.35% |
$568K - $597K
|
17.9K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-115- 2.21% |
$13.5K - $14.1K
|
5.1K
$630K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
36+ 0.3% |
$4.21K - $4.43K
|
12.2K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-3.21K- 12.15% |
$376K - $395K
|
23.2K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
267+ 10.47% |
$31.3K - $32.8K
|
2.82K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
112+ 1.51% |
$13.1K - $13.8K
|
7.54K
$932K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-41- 0.1% |
$4.8K - $5.04K
|
42K
$5.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5.95K- 54.77% |
$696K - $731K
|
4.91K
$607K
|