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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
48.2KNew |
$5M - $6.2M
|
48.2K
$6.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18- 3.45% |
$1.86K - $2.31K
|
504
$64.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.07% |
$311 - $386
|
4.11K
$528K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-75- 2.89% |
$7.77K - $9.65K
|
2.52K
$324K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.94% |
$104 - $129
|
107
$13.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-6- 10.34% |
$622 - $772
|
52
$6.68K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.14K- 2.11% |
$118K - $147K
|
52.9K
$6.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
80+ 0.76% |
$8.29K - $10.3K
|
10.6K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.62KNew |
$168K - $208K
|
1.62K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
26+ 0.07% |
$2.69K - $3.34K
|
35.2K
$4.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-34.4K- 85.67% |
$3.56M - $4.42M
|
5.75K
$739K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-218- 1.82% |
$22.6K - $28K
|
11.8K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
347+ 14.12% |
$35.9K - $44.6K
|
2.8K
$360K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-254- 5.22% |
$26.3K - $32.7K
|
4.61K
$593K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.73K+ 290.83% |
$904K - $1.12M
|
11.7K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.61KNew |
$788K - $979K
|
7.61K
$978K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.87K+ 1.04% |
$297K - $369K
|
280K
$35.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.73K- 30.28% |
$1.01M - $1.25M
|
22.4K
$2.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.69K- 57.85% |
$382K - $474K
|
2.69K
$345K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100+ 1.09% |
$10.4K - $12.9K
|
9.3K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
464+ 2.03% |
$48.1K - $59.7K
|
23.4K
$3M
|
|
|
Jul 10, 2025
Q2 2025
|
P/E Global LLC
|
BUY
|
- |
14K+ 0.64% |
$1.45M - $1.8M
|
2.22M
$285M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.68KNew |
$174K - $216K
|
1.68K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.13K- 4.79% |
$428K - $531K
|
82K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
61+ 2.21% |
$6.32K - $7.84K
|
2.82K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.11% |
$207 - $257
|
1.77K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
318+ 1.86% |
$32.9K - $40.9K
|
17.4K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.49K+ 72.47% |
$154K - $191K
|
3.54K
$455K
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-46- 0.29% |
$4.77K - $5.92K
|
15.8K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-63- 0.51% |
$6.53K - $8.1K
|
12.4K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
7.27K+ 40.53% |
$753K - $935K
|
25.2K
$3.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
36.7KNew |
$3.8M - $4.72M
|
36.7K
$4.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
447+ 1.82% |
$46.3K - $57.5K
|
25K
$3.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.75KNew |
$181K - $224K
|
1.75K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-193- 7.46% |
$20K - $24.8K
|
2.39K
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-436- 5.88% |
$45.2K - $56.1K
|
6.99K
$898K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 0.92% |
$3.31K - $4.12K
|
3.43K
$441K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-4.31K- 42.28% |
$446K - $554K
|
5.88K
$755K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.85K- 6.16% |
$192K - $238K
|
28.2K
$3.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.7KNew |
$176K - $219K
|
1.7K
$219K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
11.1K+ 365.32% |
$1.15M - $1.43M
|
14.2K
$1.82M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-36- 0.77% |
$3.73K - $4.63K
|
4.64K
$596K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 1.75% |
$106K - $131K
|
57.5K
$7.39M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.08KNew |
$319K - $396K
|
3.08K
$396K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
183+ 0.79% |
$19K - $23.5K
|
23.4K
$3.01M
|
|
| Q1 2025 | |||||||
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.08K+ 63.74% |
$124K - $134K
|
2.76K
$355K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
429K+ 106.01% |
$49.4M - $53.2M
|
833K
$107M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.02K- 42.98% |
$233K - $251K
|
2.68K
$345K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
312+ 7.81% |
$35.9K - $38.7K
|
4.31K
$554K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 2.08% |
$11.5K - $12.4K
|
4.72K
$606K
|
|