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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-800- 12.07% |
$73.7K - $85.1K
|
5.83K
$795K
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$223K - $257K
|
2.42K
$330K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.34K- 50.0% |
$123K - $142K
|
1.34K
$183K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200Closed |
$18.4K - $21.3K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-132Closed |
$12.2K - $14K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500New |
$46.1K - $53.2K
|
500
$68.2K
|
|
Q4 2021 | |||||||
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
850New |
$84.6K - $91.1K
|
850
$116K
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3KNew |
$299K - $322K
|
3K
$409K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-849Closed |
$84.5K - $91K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
CALL |
-250KClosed |
$24.9M - $26.8M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-431Closed |
$42.9K - $46.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
SELL
|
- |
-98.2K- 9.6% |
$9.77M - $10.5M
|
924K
$126M
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4Closed |
$398 - $429
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5.67KClosed |
$564K - $608K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-100Closed |
$9.95K - $10.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-324Closed |
$32.2K - $34.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-358KClosed |
$35.6M - $38.3M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
95New |
$9.45K - $10.2K
|
95
$13K
|
|
Feb 10, 2022
Q4 2021
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-585KClosed |
$58.2M - $62.7M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-396- 28.59% |
$39.4K - $42.5K
|
989
$135K
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-217Closed |
$21.6K - $23.3K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-233Closed |
$23.2K - $25K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.03KClosed |
$202K - $218K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-5.7KClosed |
$567K - $611K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.13KNew |
$212K - $228K
|
2.13K
$290K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-556Closed |
$55.3K - $59.6K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-40.1KClosed |
$3.99M - $4.29M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
70New |
$6.97K - $7.51K
|
70
$9.54K
|
|
Q3 2021 | |||||||
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-1.1K- 5.94% |
$109K - $116K
|
17.4K
$2.37M
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-94.4KClosed |
$9.38M - $9.93M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-8.81KClosed |
$876K - $927K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.49KClosed |
$248K - $262K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-135Closed |
$13.4K - $14.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-10.7KClosed |
$1.06M - $1.12M
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-70- 22.88% |
$6.96K - $7.37K
|
236
$32.2K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
70.5KNew |
$7.01M - $7.43M
|
70.5K
$9.62M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-76Closed |
$7.56K - $8K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-266Closed |
$26.5K - $28K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Sharp Capital Gestora De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-282KClosed |
$28M - $29.7M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1Closed |
$99.4 - $105
|
0
$0
|
|
Q2 2021 | |||||||
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.55KClosed |
$149K - $157K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
391KNew |
$37.7M - $39.8M
|
391K
$53.4M
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-77Closed |
$7.42K - $7.82K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.67KClosed |
$354K - $373K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-10.5KClosed |
$1.01M - $1.06M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-40- 93.02% |
$3.86K - $4.06K
|
3
$409
|
|
Aug 09, 2021
Q2 2021
|
Gam Holding Ag
|
SELL
|
- |
-3.9KClosed |
$376K - $396K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8.4KClosed |
$810K - $853K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6- 16.22% |
$578 - $610
|
31
$4.23K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-749Closed |
$72.2K - $76.1K
|
0
$0
|