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 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-74- 92.5% |
$8.52K - $9.19K
|
6
$771
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-265- 2.45% |
$30.5K - $32.9K
|
10.5K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-199- 1.35% |
$22.9K - $24.7K
|
14.5K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-182- 4.65% |
$21K - $22.6K
|
3.73K
$480K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.05K+ 5.78% |
$120K - $130K
|
19.1K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.39K+ 15.57% |
$276K - $297K
|
17.8K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.62K+ 139.15% |
$301K - $325K
|
4.5K
$578K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
61+ 54.95% |
$7.02K - $7.57K
|
172
$22.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-4.32K- 5.09% |
$498K - $537K
|
80.6K
$10.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-144- 1.73% |
$16.6K - $17.9K
|
8.17K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$251K - $270K
|
2.18K
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-47.4K- 94.56% |
$5.46M - $5.88M
|
2.73K
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-435- 17.86% |
$50.1K - $54K
|
2K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-369- 0.52% |
$42.5K - $45.8K
|
70.4K
$9.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-55- 0.11% |
$6.33K - $6.83K
|
48.1K
$6.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
1.38MNew |
$159M - $171M
|
1.38M
$177M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
229+ 3.04% |
$26.4K - $28.4K
|
7.77K
$998K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-33- 0.48% |
$3.8K - $4.1K
|
6.9K
$886K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
795+ 11.95% |
$91.6K - $98.7K
|
7.45K
$957K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-330- 51.56% |
$38K - $41K
|
310
$39.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-72.4K- 96.78% |
$8.33M - $8.98M
|
2.41K
$310K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.5K- 8.65% |
$2.64M - $2.77M
|
238K
$30.6M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-39- 1.65% |
$4.56K - $4.8K
|
2.33K
$299K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
271+ 1.07% |
$31.7K - $33.3K
|
25.5K
$3.28M
|
|
|
May 13, 2025
Q4 2024
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
2.75KNew |
$322K - $339K
|
2.75K
$354K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
4.78KNew |
$559K - $588K
|
4.78K
$614K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
80.1KNew |
$9.37M - $9.85M
|
80.1K
$10.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.6% |
$819 - $861
|
1.18K
$151K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.86KNew |
$218K - $229K
|
1.86K
$239K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.77KNew |
$441K - $464K
|
3.77K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
46.6KNew |
$5.45M - $5.73M
|
46.6K
$5.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
43.2KNew |
$5.06M - $5.32M
|
43.2K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
59+ 0.47% |
$6.91K - $7.26K
|
12.5K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.04% |
$117 - $123
|
2.26K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
19.3K+ 45.59% |
$2.26M - $2.38M
|
61.7K
$7.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-863- 1.39% |
$101K - $106K
|
61.3K
$7.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.95K- 31.18% |
$229K - $240K
|
4.31K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
205KNew |
$24M - $25.2M
|
205K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.1KNew |
$363K - $381K
|
3.1K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
2.1KNew |
$246K - $258K
|
2.1K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 1.59% |
$234 - $246
|
128
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.1KNew |
$362K - $381K
|
3.1K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.31KNew |
$271K - $285K
|
2.31K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
885+ 70.02% |
$104K - $109K
|
2.15K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14.3K+ 13.84% |
$1.67M - $1.76M
|
117K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.7K- 33.07% |
$3.36M - $3.53M
|
58.1K
$7.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-310K- 67.42% |
$36.2M - $38.1M
|
150K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
215New |
$25.2K - $26.5K
|
215
$27.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 0.9% |
$6.91K - $7.26K
|
6.61K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
19.2KNew |
$2.25M - $2.36M
|
19.2K
$2.47M
|
|