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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.51KNew |
$528K - $554K
|
4.51K
$615K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.61KNew |
$774K - $813K
|
6.61K
$902K
|
|
|
Feb 13, 2025
Q4 2024
|
Lepercq De Neuflize Asset Management LLC
New York, NY |
BUY
|
- |
104KNew |
$12.2M - $12.8M
|
104K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
430+ 3.74% |
$50.3K - $52.9K
|
11.9K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
33.5KNew |
$3.92M - $4.12M
|
33.5K
$4.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
200New |
$23.4K - $24.6K
|
200
$27.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
373New |
$43.7K - $45.9K
|
373
$50.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
714+ 0.9% |
$83.6K - $87.8K
|
79.9K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-82- 9.0% |
$9.6K - $10.1K
|
829
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3+ 1.05% |
$351 - $369
|
290
$39.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.75KNew |
$322K - $339K
|
2.75K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.51K- 10.37% |
$177K - $186K
|
13.1K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-295- 11.51% |
$34.5K - $36.3K
|
2.27K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-157- 0.36% |
$18.4K - $19.3K
|
44.1K
$6.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-75- 1.32% |
$8.78K - $9.23K
|
5.62K
$766K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
80New |
$9.36K - $9.84K
|
80
$10.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
500New |
$58.5K - $61.5K
|
500
$68.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
24.4K+ 70.69% |
$2.86M - $3.01M
|
59K
$8.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
550+ 7.93% |
$64.4K - $67.7K
|
7.49K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Lepercq Multi Asset Fund
Hamilton, D0 |
BUY
|
- |
104KNew |
$12.2M - $12.8M
|
104K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
1.93KNew |
$226K - $237K
|
1.93K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 1.64% |
$653K - $686K
|
345K
$47M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-84.4K- 54.81% |
$9.88M - $10.4M
|
69.6K
$9.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
5.72KNew |
$670K - $704K
|
5.72K
$780K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-170- 1.07% |
$19.9K - $20.9K
|
15.6K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.25KNew |
$615K - $646K
|
5.25K
$716K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
65+ 0.74% |
$7.61K - $8K
|
8.91K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-134- 2.09% |
$15.7K - $16.5K
|
6.27K
$855K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
77New |
$9.01K - $9.47K
|
77
$10.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
68+ 2.1% |
$7.96K - $8.37K
|
3.31K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
564+ 13.07% |
$66K - $69.4K
|
4.88K
$665K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
276+ 6.35% |
$32.3K - $34K
|
4.62K
$630K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
67+ 0.15% |
$7.84K - $8.24K
|
45.6K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.28K+ 124.03% |
$149K - $157K
|
2.3K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.5KNew |
$2.04M - $2.15M
|
17.5K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
72.8KNew |
$8.52M - $8.95M
|
72.8K
$9.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-7- 2.29% |
$819 - $861
|
299
$40.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.51KNew |
$294K - $309K
|
2.51K
$342K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-720- 7.29% |
$84.3K - $88.6K
|
9.16K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-375- 10.54% |
$43.9K - $46.1K
|
3.18K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
460New |
$53.8K - $56.6K
|
460
$62.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4New |
$468 - $492
|
4
$545
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.78KNew |
$208K - $218K
|
1.78K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
64New |
$7.49K - $7.87K
|
64
$8.73K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.35K+ 26.42% |
$275K - $289K
|
11.2K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-392- 16.24% |
$45.9K - $48.2K
|
2.02K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.62K+ 447.84% |
$424K - $446K
|
4.43K
$604K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$117 - $123
|
33
$4.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
22.8KNew |
$2.67M - $2.8M
|
22.8K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-108- 4.52% |
$12.6K - $13.3K
|
2.28K
$311K
|