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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44K+ 11.23% |
$4.6M - $4.96M
|
436K
$54M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.61K+ 4.83% |
$273K - $294K
|
56.6K
$7.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.52% |
$627 - $677
|
1.17K
$145K
|
|
|
Aug 12, 2024
Q2 2024
|
Sycale Advisors (Ny) LLC
New York, NY |
BUY
|
- |
102K+ 610.9% |
$10.6M - $11.5M
|
119K
$14.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.14KNew |
$746K - $806K
|
7.14K
$885K
|
|
|
Aug 12, 2024
Q2 2024
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-362K- 29.72% |
$37.9M - $40.9M
|
857K
$106M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12+ 4.86% |
$1.25K - $1.35K
|
259
$32.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-86.9K- 7.89% |
$9.09M - $9.81M
|
1.01M
$126M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
157KNew |
$16.5M - $17.8M
|
157K
$19.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.1K- 1.29% |
$115K - $124K
|
84.5K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
814+ 6.24% |
$85.1K - $91.8K
|
13.9K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.85KNew |
$193K - $209K
|
1.85K
$229K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
24New |
$2.51K - $2.71K
|
24
$2.98K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.16KNew |
$121K - $131K
|
1.16K
$144K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
5+ 0.86% |
$523 - $564
|
586
$72.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.78KNew |
$186K - $201K
|
1.78K
$221K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-82- 0.32% |
$8.57K - $9.25K
|
25.5K
$3.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19+ 5.9% |
$1.99K - $2.14K
|
341
$42.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
344New |
$36K - $38.8K
|
344
$42.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
33+ 0.83% |
$3.45K - $3.72K
|
4K
$495K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-8- 0.4% |
$836 - $903
|
2K
$248K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
43New |
$4.5K - $4.85K
|
43
$5.33K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-31- 0.76% |
$3.24K - $3.5K
|
4.03K
$500K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-116- 1.13% |
$12.1K - $13.1K
|
10.2K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-43- 1.75% |
$4.5K - $4.85K
|
2.42K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
612+ 28.5% |
$64K - $69.1K
|
2.76K
$342K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
58New |
$6.06K - $6.54K
|
58
$7.19K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-39- 1.46% |
$4.08K - $4.4K
|
2.63K
$326K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-321- 10.86% |
$33.6K - $36.2K
|
2.64K
$327K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
828+ 257.14% |
$86.6K - $93.4K
|
1.15K
$143K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200+ 57.14% |
$20.9K - $22.6K
|
550
$68.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-592K- 68.28% |
$61.9M - $66.8M
|
275K
$34.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10- 0.55% |
$1.05K - $1.13K
|
1.81K
$224K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-19.8KClosed |
$2.06M - $2.23M
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-70- 0.14% |
$7.32K - $7.9K
|
50.3K
$6.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-64- 21.77% |
$6.69K - $7.22K
|
230
$28.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-97- 70.8% |
$10.1K - $10.9K
|
40
$4.96K
|
|
|
Jul 16, 2024
Q2 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
341KNew |
$35.7M - $38.5M
|
341K
$42.3M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-64.2K- 99.83% |
$6.71M - $7.25M
|
111
$13.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.5KNew |
$1.09M - $1.18M
|
10.5K
$1.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-9.68K- 21.87% |
$1.01M - $1.09M
|
34.6K
$4.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-107- 5.08% |
$11.2K - $12.1K
|
2K
$248K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
875New |
$91.5K - $98.7K
|
875
$108K
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
37New |
$3.69K - $4.08K
|
37
$4.59K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
232New |
$23.2K - $25.6K
|
232
$28.8K
|
|
|
May 15, 2024
Q1 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-74.1K- 22.27% |
$7.39M - $8.16M
|
259K
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-26.5K- 69.74% |
$2.64M - $2.92M
|
11.5K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-424- 10.26% |
$42.3K - $46.7K
|
3.71K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.7KNew |
$270K - $298K
|
2.7K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2KClosed |
$120K - $132K
|
0
$0
|
|