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 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38New |
$3.37K - $3.88K
|
38
$4.88K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.1KNew |
$186K - $214K
|
2.1K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8- 0.04% |
$709 - $817
|
22.8K
$2.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
106New |
$9.39K - $10.8K
|
106
$13.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-210- 7.61% |
$18.6K - $21.5K
|
2.55K
$328K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.86% |
$266 - $306
|
353
$45.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
726+ 264.0% |
$64.3K - $74.2K
|
1K
$129K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
3.46KNew |
$307K - $354K
|
3.46K
$445K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.08KNew |
$184K - $213K
|
2.08K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
535New |
$47.4K - $54.7K
|
535
$68.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-41- 5.33% |
$3.63K - $4.19K
|
728
$93.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
594New |
$52.6K - $60.7K
|
594
$76.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-595- 16.14% |
$52.7K - $60.8K
|
3.09K
$397K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
394New |
$34.9K - $40.2K
|
394
$50.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
233New |
$20.6K - $23.8K
|
233
$29.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
462New |
$40.9K - $47.2K
|
462
$59.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.45K- 1.65% |
$134K - $144K
|
86.7K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-229K- 48.42% |
$21.1M - $22.8M
|
244K
$31.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.7KNew |
$432K - $467K
|
4.7K
$604K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.55K+ 4.23% |
$419K - $452K
|
112K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
157+ 38.77% |
$14.4K - $15.6K
|
562
$72.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.77K- 24.84% |
$347K - $375K
|
11.4K
$1.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
85New |
$7.82K - $8.45K
|
85
$10.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
50.5KNew |
$4.65M - $5.02M
|
50.5K
$6.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-222- 6.46% |
$20.4K - $22.1K
|
3.22K
$413K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
3.92KNew |
$360K - $389K
|
3.92K
$503K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-3.08K- 13.47% |
$283K - $306K
|
19.8K
$2.54M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.1K- 3.61% |
$1.21M - $1.31M
|
351K
$45.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46New |
$4.23K - $4.57K
|
46
$5.91K
|
|
|
Oct 27, 2023
Q3 2023
|
Nationwide Asset Management LLC
|
SELL
|
- |
-2.89K- 1.45% |
$266K - $287K
|
196K
$25.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
19New |
$1.75K - $1.89K
|
19
$2.44K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-842- 9.82% |
$77.5K - $83.7K
|
7.73K
$994K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-11- 0.13% |
$1.01K - $1.09K
|
8.52K
$1.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.3KNew |
$672K - $726K
|
7.3K
$938K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
745+ 5.13% |
$68.6K - $74K
|
15.3K
$1.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
156+ 4.57% |
$14.4K - $15.5K
|
3.57K
$458K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-604- 7.61% |
$55.6K - $60K
|
7.33K
$942K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.1K- 8.92% |
$914K - $974K
|
103K
$13.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
21.6KNew |
$1.95M - $2.08M
|
21.6K
$2.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-34.6K- 55.41% |
$3.13M - $3.34M
|
27.9K
$3.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.2KNew |
$109K - $116K
|
1.2K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-78.9K- 43.7% |
$7.14M - $7.6M
|
102K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-128- 4.69% |
$11.6K - $12.3K
|
2.6K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-18- 31.03% |
$1.63K - $1.73K
|
40
$5.14K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
100+ 1.0% |
$9.05K - $9.64K
|
10.1K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-473- 7.04% |
$42.8K - $45.6K
|
6.24K
$802K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-50K- 8.83% |
$4.53M - $4.82M
|
517K
$66.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.03K- 28.95% |
$93.2K - $99.3K
|
2.53K
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-26.2K- 4.89% |
$2.37M - $2.52M
|
509K
$65.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
54New |
$4.89K - $5.2K
|
54
$6.94K
|
|