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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8New |
$936 - $984
|
8
$930
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.39K+ 139.51% |
$279K - $294K
|
4.1K
$476K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-109- 0.74% |
$12.8K - $13.4K
|
14.7K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.11K+ 15.64% |
$129K - $136K
|
8.17K
$950K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.55K+ 71.74% |
$884K - $929K
|
18.1K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-57- 1.34% |
$6.67K - $7.01K
|
4.2K
$488K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-430- 0.94% |
$50.3K - $52.9K
|
45.5K
$5.29M
|
|
|
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
$783K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.8K- 50.34% |
$445K - $468K
|
3.75K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-156- 2.2% |
$18.3K - $19.2K
|
6.95K
$807K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.96K- 15.34% |
$229K - $241K
|
10.8K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$1.17K - $1.23K
|
5.44K
$632K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
67.9KNew |
$7.94M - $8.35M
|
67.9K
$7.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 94.4% |
$1.34M - $1.4M
|
23.5K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
840+ 2.13% |
$98.3K - $103K
|
40.4K
$4.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Granger Management LLC
|
BUY
|
- |
959K+ 252.16% |
$112M - $118M
|
1.34M
$156M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.16K- 4.64% |
$253K - $266K
|
44.4K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.41KNew |
$282K - $297K
|
2.41K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
482+ 405.04% |
$56.4K - $59.3K
|
601
$69.9K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
9.36KNew |
$1.1M - $1.15M
|
9.36K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-2.36K- 0.56% |
$276K - $290K
|
417K
$48.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 13.22% |
$239K - $252K
|
17.5K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.17K+ 3.18% |
$136K - $143K
|
37.8K
$4.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.85K- 21.35% |
$568K - $597K
|
17.9K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-115- 2.21% |
$13.5K - $14.1K
|
5.1K
$592K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
36+ 0.3% |
$4.21K - $4.43K
|
12.2K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-3.21K- 12.15% |
$376K - $395K
|
23.2K
$2.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5.95K- 54.77% |
$696K - $731K
|
4.91K
$571K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
94+ 0.91% |
$11K - $11.6K
|
10.5K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
44+ 0.21% |
$5.15K - $5.41K
|
21K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.02K+ 52.99% |
$1.06M - $1.11M
|
26K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-255- 11.31% |
$29.8K - $31.4K
|
2K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
128+ 2.17% |
$15K - $15.7K
|
6.02K
$699K
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
14.7K+ 7.19% |
$1.73M - $1.81M
|
220K
$25.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
291+ 24.43% |
$34.1K - $35.8K
|
1.48K
$172K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
53.9KNew |
$6.31M - $6.63M
|
53.9K
$6.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-63- 2.6% |
$7.37K - $7.75K
|
2.36K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-100- 2.26% |
$11.7K - $12.3K
|
4.32K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.12% |
$234 - $246
|
180
$20.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-405- 6.22% |
$47.4K - $49.8K
|
6.1K
$709K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9.19KNew |
$1.08M - $1.13M
|
9.19K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
25+ 0.54% |
$2.93K - $3.08K
|
4.67K
$543K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.54K+ 47.99% |
$414K - $436K
|
10.9K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-69- 2.65% |
$8.08K - $8.49K
|
2.54K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
908+ 5.33% |
$106K - $112K
|
17.9K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.62K- 43.09% |
$658K - $691K
|
7.42K
$863K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.4K+ 11.02% |
$281K - $296K
|
24.2K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
339New |
$39.7K - $41.7K
|
339
$39.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
703New |
$82.3K - $86.5K
|
703
$81.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.74% |
$585 - $615
|
682
$79.3K
|