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 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
29New |
$2.25K - $2.6K
|
29
$3.37K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
326+ 10.21% |
$25.3K - $29.3K
|
3.52K
$409K
|
|
Q3 2022 | |||||||
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
463New |
$36K - $42.9K
|
463
$53.8K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
249New |
$19.4K - $23.1K
|
249
$28.9K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.71KNew |
$133K - $158K
|
1.71K
$199K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
60New |
$4.67K - $5.56K
|
60
$6.97K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-112- 0.05% |
$8.72K - $10.4K
|
211K
$24.5M
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
22.4KNew |
$1.74M - $2.07M
|
22.4K
$2.6M
|
|
Nov 14, 2022
Q3 2022
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-331K- 53.02% |
$25.8M - $30.7M
|
294K
$34.1M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-117KClosed |
$9.11M - $10.9M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-892- 1.9% |
$69.4K - $82.7K
|
46K
$5.35M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
463+ 8.28% |
$36K - $42.9K
|
6.06K
$704K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4- 0.14% |
$311 - $371
|
2.77K
$322K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-177- 4.63% |
$13.8K - $16.4K
|
3.65K
$424K
|
|
Nov 14, 2022
Q3 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
9.6KNew |
$747K - $890K
|
9.6K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-21- 0.62% |
$1.63K - $1.95K
|
3.34K
$389K
|
|
Nov 14, 2022
Q3 2022
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
4.08KNew |
$318K - $378K
|
4.08K
$474K
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.6K- 37.17% |
$514K - $612K
|
11.2K
$1.3M
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.56KNew |
$277K - $330K
|
3.56K
$413K
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.3K- 35.4% |
$257K - $306K
|
6.02K
$700K
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
9.72KNew |
$757K - $901K
|
9.72K
$1.13M
|
|
Nov 09, 2022
Q3 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
559KNew |
$43.5M - $51.8M
|
559K
$65M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-296- 2.28% |
$23K - $27.4K
|
12.7K
$1.48M
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-135- 1.45% |
$10.5K - $12.5K
|
9.18K
$1.07M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$77.8 - $92.7
|
1
$116
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
990New |
$77.1K - $91.8K
|
990
$115K
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
996New |
$77.5K - $92.3K
|
996
$116K
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
996New |
$77.5K - $92.3K
|
996
$116K
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-245- 40.9% |
$19.1K - $22.7K
|
354
$41.1K
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$93.4K - $111K
|
1.2K
$139K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-22- 1.33% |
$1.71K - $2.04K
|
1.63K
$190K
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.27KNew |
$410K - $489K
|
5.27K
$613K
|
|
Q2 2022 | |||||||
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12KClosed |
$980K - $1.21M
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.12KClosed |
$256K - $316K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-80Closed |
$6.55K - $8.11K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.57K- 35.92% |
$129K - $159K
|
2.81K
$326K
|
|
Aug 15, 2022
Q2 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-13.8KClosed |
$1.13M - $1.4M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.74KClosed |
$306K - $379K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
35KNew |
$2.87M - $3.55M
|
35K
$4.07M
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3Closed |
$246 - $304
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-2KClosed |
$164K - $203K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-2.1KClosed |
$172K - $213K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
74+ 1.84% |
$6.06K - $7.5K
|
4.09K
$476K
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10.6KNew |
$865K - $1.07M
|
10.6K
$1.23M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.39KClosed |
$442K - $546K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.21K- 29.73% |
$99.1K - $123K
|
2.86K
$332K
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-695Closed |
$56.9K - $70.5K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-435Closed |
$35.6K - $44.1K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.74KClosed |
$142K - $176K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-4.21KClosed |
$345K - $426K
|
0
$0
|