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 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
94+ 0.91% |
$11K - $11.6K
|
10.5K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
44+ 0.21% |
$5.15K - $5.41K
|
21K
$2.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.02K+ 52.99% |
$1.06M - $1.11M
|
26K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.45K+ 66.59% |
$169K - $178K
|
3.62K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-255- 11.31% |
$29.8K - $31.4K
|
2K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.05K+ 8.79% |
$474K - $498K
|
50.1K
$6.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
128+ 2.17% |
$15K - $15.7K
|
6.02K
$744K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.05K+ 6.97% |
$122K - $129K
|
16K
$1.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.05K+ 95.64% |
$123K - $130K
|
2.15K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
14.7K+ 7.19% |
$1.73M - $1.81M
|
220K
$27.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
291+ 24.43% |
$34.1K - $35.8K
|
1.48K
$183K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
53.9KNew |
$6.31M - $6.63M
|
53.9K
$6.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-63- 2.6% |
$7.37K - $7.75K
|
2.36K
$291K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-100- 2.26% |
$11.7K - $12.3K
|
4.32K
$534K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.12% |
$234 - $246
|
180
$22.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.98K+ 81.33% |
$349K - $367K
|
6.65K
$822K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-405- 6.22% |
$47.4K - $49.8K
|
6.1K
$754K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9.19KNew |
$1.08M - $1.13M
|
9.19K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
25+ 0.54% |
$2.93K - $3.08K
|
4.67K
$578K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.54K+ 47.99% |
$414K - $436K
|
10.9K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-69- 2.65% |
$8.08K - $8.49K
|
2.54K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
908+ 5.33% |
$106K - $112K
|
17.9K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.62K- 43.09% |
$658K - $691K
|
7.42K
$917K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.4K+ 11.02% |
$281K - $296K
|
24.2K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
35.1K+ 70.43% |
$4.11M - $4.32M
|
84.9K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
339New |
$39.7K - $41.7K
|
339
$41.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$117 - $123
|
234K
$28.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
703New |
$82.3K - $86.5K
|
703
$86.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.74% |
$585 - $615
|
682
$84.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$1.17K - $1.23K
|
10
$1.24K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
25+ 0.07% |
$2.93K - $3.08K
|
35.3K
$4.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.36K+ 3.25% |
$276K - $290K
|
74.8K
$9.24M
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.08K- 22.48% |
$116K - $130K
|
3.73K
$462K
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
70+ 0.44% |
$7.51K - $8.39K
|
16.1K
$1.99M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-4.21K- 57.08% |
$452K - $505K
|
3.17K
$392K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
68+ 36.76% |
$7.29K - $8.15K
|
253
$31.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.8KNew |
$622K - $695K
|
5.8K
$717K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 4.05% |
$1.07K - $1.2K
|
257
$31.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.47K- 59.6% |
$265K - $296K
|
1.68K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
94.9KNew |
$10.2M - $11.4M
|
94.9K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
180New |
$19.3K - $21.6K
|
180
$22.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-106K- 45.33% |
$11.4M - $12.8M
|
128K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-274K- 21.51% |
$29.4M - $32.8M
|
1M
$124M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.69KNew |
$289K - $323K
|
2.69K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-23.3K- 73.68% |
$2.5M - $2.8M
|
8.34K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36- 57.14% |
$3.86K - $4.31K
|
27
$3.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
220+ 8.48% |
$23.6K - $26.4K
|
2.81K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.06K- 33.03% |
$114K - $128K
|
2.16K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
960New |
$103K - $115K
|
960
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
70.8KNew |
$7.6M - $8.49M
|
70.8K
$8.76M
|
|