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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-110- 2.28% |
$14.1K - $15.2K
|
4.73K
$662K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
65+ 1.49% |
$8.34K - $9K
|
4.44K
$622K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2+ 0.02% |
$257 - $277
|
9.13K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-188- 1.04% |
$24.1K - $26K
|
17.8K
$2.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-544- 0.66% |
$69.8K - $75.3K
|
81.5K
$11.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-79- 1.42% |
$10.1K - $10.9K
|
5.47K
$767K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.08KNew |
$139K - $150K
|
1.08K
$152K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-135- 2.39% |
$17.3K - $18.7K
|
5.51K
$771K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.99K+ 12.06% |
$1.15M - $1.24M
|
83.5K
$11.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
20.2KNew |
$2.59M - $2.79M
|
20.2K
$2.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.27% |
$770 - $830
|
2.23K
$312K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-85- 2.06% |
$10.9K - $11.8K
|
4.05K
$567K
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-30.5K- 53.5% |
$3.91M - $4.22M
|
26.5K
$3.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
288New |
$37K - $39.9K
|
288
$40.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.77K+ 10.74% |
$227K - $244K
|
18.2K
$2.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-242K- 89.96% |
$31.1M - $33.5M
|
27K
$3.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-21.3K- 34.75% |
$2.73M - $2.95M
|
40K
$5.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21K+ 7.52% |
$2.7M - $2.91M
|
301K
$42.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
100+ 4.4% |
$12.8K - $13.8K
|
2.37K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3New |
$385 - $415
|
3
$420
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
88+ 2.11% |
$11.3K - $12.2K
|
4.26K
$597K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
805New |
$103K - $111K
|
805
$113K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.12K- 0.56% |
$143K - $155K
|
199K
$27.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-20- 1.21% |
$2.57K - $2.77K
|
1.64K
$230K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-191- 90.52% |
$24.5K - $26.4K
|
20
$2.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-110- 3.89% |
$14.1K - $15.2K
|
2.72K
$381K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.46K- 24.21% |
$187K - $202K
|
4.57K
$640K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-247- 8.21% |
$31.7K - $34.2K
|
2.76K
$387K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-521- 10.79% |
$66.9K - $72.1K
|
4.31K
$603K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.29MNew |
$166M - $179M
|
1.29M
$181M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56.1K+ 469.45% |
$7.2M - $7.76M
|
68K
$9.53M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
319+ 11.81% |
$40.9K - $44.2K
|
3.02K
$423K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
3.29KNew |
$422K - $455K
|
3.29K
$461K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
591+ 23.09% |
$75.8K - $81.8K
|
3.15K
$441K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
250+ 14.85% |
$32.1K - $34.6K
|
1.93K
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
180New |
$23.1K - $24.9K
|
180
$25.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.01K- 0.76% |
$900K - $970K
|
918K
$129M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-2.49K- 2.42% |
$320K - $345K
|
100K
$14.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-103- 3.36% |
$13.2K - $14.3K
|
2.97K
$415K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-161- 1.03% |
$20.7K - $22.3K
|
15.5K
$2.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
657+ 1.79% |
$84.3K - $90.9K
|
37.4K
$5.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-444- 1.43% |
$57K - $61.5K
|
30.5K
$4.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.54K+ 94.95% |
$325K - $351K
|
5.21K
$729K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$128 - $138
|
4.11K
$575K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-366K- 26.47% |
$47M - $50.6M
|
1.02M
$142M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.9K+ 101.13% |
$1.52M - $1.64M
|
23.6K
$3.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
55New |
$7.06K - $7.61K
|
55
$7.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
56+ 0.82% |
$7.19K - $7.75K
|
6.93K
$970K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-58- 0.33% |
$7.44K - $8.03K
|
17.3K
$2.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-521- 5.57% |
$66.9K - $72.1K
|
8.83K
$1.24M
|
|