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 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-93- 0.82% |
$10.7K - $11.5K
|
11.2K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-150- 49.83% |
$17.3K - $18.6K
|
151
$20.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
338New |
$38.9K - $42K
|
338
$46.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-200- 4.89% |
$23K - $24.8K
|
3.89K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
6.64KNew |
$765K - $824K
|
6.64K
$905K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.83K+ 1.11% |
$211K - $227K
|
166K
$22.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.15K- 19.02% |
$132K - $143K
|
4.89K
$667K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
58New |
$6.68K - $7.2K
|
58
$7.91K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.09K- 50.02% |
$471K - $507K
|
4.08K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
224+ 1.97% |
$25.8K - $27.8K
|
11.6K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-100- 5.44% |
$11.5K - $12.4K
|
1.74K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-162- 6.15% |
$18.7K - $20.1K
|
2.47K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-9.5K- 82.61% |
$1.09M - $1.18M
|
2K
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.8KNew |
$207K - $223K
|
1.8K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1+ 2.5% |
$115 - $124
|
41
$5.59K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.31K- 26.43% |
$726K - $783K
|
17.6K
$2.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-181- 14.13% |
$20.8K - $22.5K
|
1.1K
$150K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-993- 9.43% |
$114K - $123K
|
9.54K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.3K- 34.69% |
$150K - $161K
|
2.45K
$334K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
165New |
$19K - $20.5K
|
165
$22.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-74- 92.5% |
$8.52K - $9.19K
|
6
$818
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-199- 1.35% |
$22.9K - $24.7K
|
14.5K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-144- 1.73% |
$16.6K - $17.9K
|
8.17K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-47.4K- 94.56% |
$5.46M - $5.88M
|
2.73K
$372K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-435- 17.86% |
$50.1K - $54K
|
2K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-55- 0.11% |
$6.33K - $6.83K
|
48.1K
$6.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
1.38MNew |
$159M - $171M
|
1.38M
$188M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-33- 0.48% |
$3.8K - $4.1K
|
6.9K
$940K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-330- 51.56% |
$38K - $41K
|
310
$42.3K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-72.4K- 96.78% |
$8.33M - $8.98M
|
2.41K
$329K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
107+ 3.49% |
$12.5K - $13.2K
|
3.18K
$433K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
10New |
$1.17K - $1.23K
|
10
$1.36K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.08K+ 2.55% |
$243K - $255K
|
83.6K
$11.4M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-26.8K- 2.02% |
$3.13M - $3.29M
|
1.3M
$177M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$11.7K - $12.3K
|
100
$13.6K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
271+ 1.07% |
$31.7K - $33.3K
|
25.5K
$3.48M
|
|
|
May 13, 2025
Q4 2024
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
2.75KNew |
$322K - $339K
|
2.75K
$375K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
4.78KNew |
$559K - $588K
|
4.78K
$652K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.86KNew |
$218K - $229K
|
1.86K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
46.6KNew |
$5.45M - $5.73M
|
46.6K
$6.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
43.2KNew |
$5.06M - $5.32M
|
43.2K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.04% |
$117 - $123
|
2.26K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-863- 1.39% |
$101K - $106K
|
61.3K
$8.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.95K- 31.18% |
$229K - $240K
|
4.31K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
205KNew |
$24M - $25.2M
|
205K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.1KNew |
$363K - $381K
|
3.1K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.1KNew |
$362K - $381K
|
3.1K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.31KNew |
$271K - $285K
|
2.31K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
215New |
$25.2K - $26.5K
|
215
$29.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
19.2KNew |
$2.25M - $2.36M
|
19.2K
$2.62M
|
|