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 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
10.8K+ 9.44% |
$1.26M - $1.32M
|
125K
$14.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36+ 0.18% |
$4.21K - $4.43K
|
20.1K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
8+ 0.11% |
$936 - $984
|
7.21K
$838K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
301New |
$35.2K - $37K
|
301
$35K
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-16- 0.4% |
$1.87K - $1.97K
|
3.94K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-40.2K- 48.73% |
$4.7M - $4.94M
|
42.3K
$4.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
1.13K+ 2.45% |
$132K - $138K
|
47K
$5.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
5.72KNew |
$670K - $704K
|
5.72K
$665K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 2.4% |
$1.33M - $1.4M
|
485K
$56.3M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
34+ 1.67% |
$3.98K - $4.18K
|
2.07K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.5K+ 28.57% |
$1.46M - $1.53M
|
56.1K
$6.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-170- 1.07% |
$19.9K - $20.9K
|
15.6K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.25KNew |
$615K - $646K
|
5.25K
$610K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-68- 1.5% |
$7.96K - $8.37K
|
4.47K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
273KNew |
$31.9M - $33.6M
|
273K
$31.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-431- 1.17% |
$50.4K - $53K
|
36.3K
$4.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7+ 0.05% |
$819 - $861
|
14.9K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-512- 22.54% |
$59.9K - $63K
|
1.76K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-20- 0.16% |
$2.34K - $2.46K
|
12.5K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.12K+ 56.71% |
$599K - $630K
|
14.1K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
24.2KNew |
$2.83M - $2.97M
|
24.2K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5.9K+ 31.06% |
$690K - $725K
|
24.9K
$2.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
65+ 0.74% |
$7.61K - $8K
|
8.91K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-160- 2.5% |
$18.7K - $19.7K
|
6.23K
$724K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
8.35K+ 4.49% |
$978K - $1.03M
|
194K
$22.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
2.15KNew |
$252K - $265K
|
2.15K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.62KNew |
$1.01M - $1.06M
|
8.62K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-108- 3.29% |
$12.6K - $13.3K
|
3.18K
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.81K- 5.69% |
$445K - $468K
|
63K
$7.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
12.2KNew |
$1.43M - $1.51M
|
12.2K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
523+ 0.19% |
$61.2K - $64.3K
|
275K
$32M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.27K+ 7.41% |
$266K - $279K
|
32.9K
$3.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-134- 2.09% |
$15.7K - $16.5K
|
6.27K
$729K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
77New |
$9.01K - $9.47K
|
77
$8.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-11- 1.75% |
$1.29K - $1.35K
|
617
$71.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
68+ 2.1% |
$7.96K - $8.37K
|
3.31K
$385K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
984+ 72.46% |
$115K - $121K
|
2.34K
$272K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.72KNew |
$903K - $950K
|
7.72K
$897K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
401+ 11.55% |
$46.9K - $49.3K
|
3.87K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.85K+ 5.34% |
$568K - $597K
|
95.7K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
3.64KNew |
$427K - $448K
|
3.64K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
564+ 13.07% |
$66K - $69.4K
|
4.88K
$567K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
276+ 6.35% |
$32.3K - $34K
|
4.62K
$537K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
63+ 2.75% |
$7.37K - $7.75K
|
2.36K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-26.4K- 71.23% |
$3.08M - $3.24M
|
10.6K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-450- 3.31% |
$52.7K - $55.4K
|
13.1K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
67+ 0.15% |
$7.84K - $8.24K
|
45.6K
$5.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.53K- 20.36% |
$179K - $188K
|
5.99K
$696K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3K+ 23.34% |
$351K - $369K
|
15.8K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.4K+ 8.74% |
$281K - $295K
|
29.9K
$3.47M
|