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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-26.5K- 5.5% |
$2.74M - $3.41M
|
455K
$62.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
52+ 1.69% |
$5.39K - $6.69K
|
3.12K
$426K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-122- 0.29% |
$12.6K - $15.7K
|
42.2K
$5.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-5.1K- 34.11% |
$528K - $655K
|
9.84K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
36K+ 51.09% |
$3.73M - $4.63M
|
106K
$14.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.24K- 13.34% |
$439K - $545K
|
27.5K
$3.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
5+ 0.04% |
$518 - $643
|
12.5K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.7K- 16.09% |
$176K - $218K
|
8.84K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.44KNew |
$875K - $1.09M
|
8.44K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-21.6K- 68.46% |
$2.23M - $2.77M
|
9.93K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
429+ 8.03% |
$44.4K - $55.2K
|
5.77K
$787K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.8KNew |
$186K - $231K
|
1.8K
$245K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
149K+ 62.7% |
$15.4M - $19.1M
|
386K
$52.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
178K+ 56.52% |
$18.5M - $22.9M
|
494K
$67.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12+ 0.18% |
$1.24K - $1.54K
|
6.66K
$908K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
9+ 0.16% |
$932 - $1.16K
|
5.47K
$746K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.56K- 10.29% |
$161K - $200K
|
13.6K
$1.85M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.58K- 28.37% |
$163K - $203K
|
3.98K
$543K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-115- 2.32% |
$11.9K - $14.8K
|
4.84K
$659K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-733K- 92.79% |
$76M - $94.3M
|
57K
$7.77M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.73K+ 10.0% |
$490K - $608K
|
52K
$7.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.87K- 12.77% |
$712K - $883K
|
46.9K
$6.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-21- 0.73% |
$2.18K - $2.7K
|
2.85K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-1.04K- 24.74% |
$107K - $133K
|
3.16K
$430K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-550- 19.49% |
$57K - $70.7K
|
2.27K
$310K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.21K+ 38.42% |
$125K - $155K
|
4.35K
$592K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
187+ 0.92% |
$19.4K - $24K
|
20.6K
$2.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
476+ 16.22% |
$49.3K - $61.2K
|
3.41K
$465K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.69K+ 6.72% |
$486K - $604K
|
74.5K
$10.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-89- 0.04% |
$9.22K - $11.4K
|
200K
$27.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-27.6K- 11.72% |
$2.86M - $3.55M
|
208K
$28.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
455+ 3.43% |
$47.1K - $58.5K
|
13.7K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.8K+ 18.29% |
$4.96M - $6.15M
|
309K
$42.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-485K- 25.98% |
$50.3M - $62.4M
|
1.38M
$189M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$216K - $268K
|
2.08K
$284K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
240+ 1.35% |
$24.9K - $30.9K
|
18K
$2.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.29M+ 73377.92% |
$237M - $294M
|
2.29M
$313M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-35- 0.48% |
$3.63K - $4.5K
|
7.19K
$981K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.06K- 32.84% |
$109K - $136K
|
2.16K
$295K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
385+ 5.26% |
$39.9K - $49.5K
|
7.71K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.27K- 27.53% |
$545K - $677K
|
13.9K
$1.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
685+ 3.58% |
$71K - $88.1K
|
19.8K
$2.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
665+ 4.17% |
$68.9K - $85.5K
|
16.6K
$2.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
10+ 0.17% |
$1.04K - $1.29K
|
6K
$818K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.96KNew |
$411K - $510K
|
3.96K
$540K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-536- 0.66% |
$55.5K - $68.9K
|
80.8K
$11M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
18+ 0.76% |
$1.86K - $2.31K
|
2.4K
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
4.6K+ 39.13% |
$477K - $592K
|
16.4K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.05K+ 22.51% |
$212K - $263K
|
11.1K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-79- 0.57% |
$8.18K - $10.2K
|
13.9K
$1.89M
|