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 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3+ 0.08% |
$351 - $369
|
3.56K
$414K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
39.4K+ 35.15% |
$4.61M - $4.84M
|
151K
$17.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-295- 11.51% |
$34.5K - $36.3K
|
2.27K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.73K- 60.4% |
$436K - $459K
|
2.45K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.05K+ 5.56% |
$1.06M - $1.11M
|
172K
$20M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.86K+ 19.76% |
$1.15M - $1.21M
|
59.7K
$6.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-157- 0.36% |
$18.4K - $19.3K
|
44.1K
$5.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-75- 1.32% |
$8.78K - $9.23K
|
5.62K
$653K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
80New |
$9.36K - $9.84K
|
80
$9.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77- 5.4% |
$9.01K - $9.47K
|
1.35K
$157K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-71K- 14.09% |
$8.31M - $8.73M
|
433K
$50.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.58K+ 51.24% |
$887K - $932K
|
22.4K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-17.4K- 2.02% |
$2.04M - $2.15M
|
847K
$98.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
227K+ 248.76% |
$26.5M - $27.9M
|
318K
$36.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 0.09% |
$2.81K - $2.95K
|
27.2K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
- |
281KNew |
$32.9M - $34.5M
|
281K
$32.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
181KNew |
$21.2M - $22.3M
|
181K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
368+ 11.78% |
$43.1K - $45.3K
|
3.49K
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
602K+ 33.49% |
$70.4M - $74M
|
2.4M
$279M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
960+ 96000.0% |
$112K - $118K
|
961
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37.6K+ 10.03% |
$4.4M - $4.62M
|
412K
$47.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.71K- 0.85% |
$200K - $210K
|
200K
$23.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
94.5K+ 7.33% |
$11.1M - $11.6M
|
1.38M
$161M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
104K+ 190.4% |
$12.2M - $12.8M
|
159K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
658+ 0.73% |
$77K - $81K
|
90.5K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Wind River Trust CO
|
SELL
|
- |
-1.25K- 1.02% |
$146K - $154K
|
121K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
500New |
$58.5K - $61.5K
|
500
$58.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.15% |
$936 - $984
|
5.46K
$634K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
24.4K+ 70.69% |
$2.86M - $3.01M
|
59K
$6.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.27K- 1.35% |
$383K - $402K
|
238K
$27.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
550+ 7.93% |
$64.4K - $67.7K
|
7.49K
$870K
|
|
|
Feb 07, 2025
Q4 2024
|
Lepercq Multi Asset Fund
Hamilton, D0 |
BUY
|
- |
104KNew |
$12.2M - $12.8M
|
104K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
1.93KNew |
$226K - $237K
|
1.93K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.13K- 68.72% |
$484K - $508K
|
1.88K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-137- 6.83% |
$16K - $16.9K
|
1.87K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 1.64% |
$653K - $686K
|
345K
$40.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
37.5KNew |
$4.39M - $4.62M
|
37.5K
$4.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.12K- 16.89% |
$248K - $260K
|
10.4K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.38KNew |
$279K - $293K
|
2.38K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.7K+ 5.11% |
$550K - $578K
|
96.7K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33.6K+ 2.65% |
$3.93M - $4.13M
|
1.3M
$151M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$11.7K - $12.3K
|
100
$11.6K
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-3.23K- 11.74% |
$378K - $397K
|
24.3K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46K+ 10.17% |
$5.39M - $5.66M
|
499K
$58M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.05K+ 22.9% |
$123K - $129K
|
5.62K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.04% |
$117 - $123
|
2.56K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.02K- 8.65% |
$236K - $248K
|
21.3K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-3.04K- 7.68% |
$356K - $374K
|
36.5K
$4.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-84.4K- 54.81% |
$9.88M - $10.4M
|
69.6K
$8.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
3.21K+ 4.32% |
$376K - $395K
|
77.4K
$9M
|