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 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.73K+ 290.83% |
$904K - $1.12M
|
11.7K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.61KNew |
$788K - $979K
|
7.61K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.87K+ 1.04% |
$297K - $369K
|
280K
$38.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.73K- 30.28% |
$1.01M - $1.25M
|
22.4K
$3.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.69K- 57.85% |
$382K - $474K
|
2.69K
$366K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100+ 1.09% |
$10.4K - $12.9K
|
9.3K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
464+ 2.03% |
$48.1K - $59.7K
|
23.4K
$3.19M
|
|
|
Jul 10, 2025
Q2 2025
|
P/E Global LLC
|
BUY
|
- |
14K+ 0.64% |
$1.45M - $1.8M
|
2.22M
$302M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.68KNew |
$174K - $216K
|
1.68K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.13K- 4.79% |
$428K - $531K
|
82K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
61+ 2.21% |
$6.32K - $7.84K
|
2.82K
$384K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.11% |
$207 - $257
|
1.77K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
318+ 1.86% |
$32.9K - $40.9K
|
17.4K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.49K+ 72.47% |
$154K - $191K
|
3.54K
$483K
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-46- 0.29% |
$4.77K - $5.92K
|
15.8K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-63- 0.51% |
$6.53K - $8.1K
|
12.4K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
7.27K+ 40.53% |
$753K - $935K
|
25.2K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
36.7KNew |
$3.8M - $4.72M
|
36.7K
$5.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
447+ 1.82% |
$46.3K - $57.5K
|
25K
$3.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.75KNew |
$181K - $224K
|
1.75K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-193- 7.46% |
$20K - $24.8K
|
2.39K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-436- 5.88% |
$45.2K - $56.1K
|
6.99K
$952K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 0.92% |
$3.31K - $4.12K
|
3.43K
$467K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-4.31K- 42.28% |
$446K - $554K
|
5.88K
$801K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.85K- 6.16% |
$192K - $238K
|
28.2K
$3.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.7KNew |
$176K - $219K
|
1.7K
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
11.1K+ 365.32% |
$1.15M - $1.43M
|
14.2K
$1.93M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-36- 0.77% |
$3.73K - $4.63K
|
4.64K
$632K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 1.75% |
$106K - $131K
|
57.5K
$7.84M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.08KNew |
$319K - $396K
|
3.08K
$420K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
183+ 0.79% |
$19K - $23.5K
|
23.4K
$3.2M
|
|
| Q1 2025 | |||||||
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8.32K+ 2.43% |
$958K - $1.03M
|
350K
$47.8M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
3.3KNew |
$380K - $410K
|
3.3K
$450K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.18KNew |
$135K - $146K
|
1.18K
$160K
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.08K+ 63.74% |
$124K - $134K
|
2.76K
$377K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 2.08% |
$11.5K - $12.4K
|
4.72K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
116New |
$13.4K - $14.4K
|
116
$15.8K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-150- 1.01% |
$17.3K - $18.6K
|
14.7K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-791- 4.34% |
$91.1K - $98.2K
|
17.5K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.43K+ 256.94% |
$1.09M - $1.17M
|
13.1K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.03K+ 3.86% |
$233K - $251K
|
54.5K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-500- 5.88% |
$57.6K - $62.1K
|
8K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
110+ 3.91% |
$12.7K - $13.7K
|
2.92K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
7New |
$806 - $869
|
7
$954
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.85K- 88.1% |
$213K - $230K
|
250
$34.1K
|
|
|
May 15, 2025
Q1 2025
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.48K+ 71.66% |
$285K - $307K
|
5.93K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.41KNew |
$393K - $424K
|
3.41K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.28KNew |
$263K - $283K
|
2.28K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-11.3K- 75.5% |
$1.3M - $1.4M
|
3.67K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
10.9KNew |
$1.26M - $1.35M
|
10.9K
$1.49M
|
|