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 |
---|---|---|---|---|---|---|---|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
350+ 2.06% |
$36.3K - $45K
|
17.4K
$2.37M
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-956- 12.7% |
$99K - $123K
|
6.57K
$896K
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-334- 7.18% |
$34.6K - $43K
|
4.32K
$589K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.18KNew |
$226K - $280K
|
2.18K
$297K
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.19KNew |
$227K - $282K
|
2.19K
$299K
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
650+ 3.35% |
$67.3K - $83.6K
|
20K
$2.73M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.68KNew |
$174K - $216K
|
1.68K
$229K
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.22KNew |
$229K - $285K
|
2.22K
$302K
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-83- 1.12% |
$8.6K - $10.7K
|
7.33K
$999K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
817+ 17.14% |
$84.6K - $105K
|
5.58K
$761K
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
31+ 1.23% |
$3.21K - $3.99K
|
2.56K
$349K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
240K+ 35.08% |
$24.9M - $30.9M
|
925K
$126M
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.32K- 38.12% |
$137K - $170K
|
2.15K
$293K
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
122K+ 78.66% |
$12.6M - $15.6M
|
276K
$37.6M
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
7.14K+ 337.56% |
$739K - $918K
|
9.25K
$1.26M
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-13.4K- 56.45% |
$1.39M - $1.72M
|
10.3K
$1.41M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
61+ 1.28% |
$6.32K - $7.84K
|
4.82K
$657K
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
45.8K+ 34.85% |
$4.74M - $5.89M
|
177K
$24.2M
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.01% |
$1.14K - $1.41K
|
104K
$14.2M
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-18- 1.07% |
$1.86K - $2.31K
|
1.66K
$226K
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
20+ 0.09% |
$2.07K - $2.57K
|
21.1K
$2.87M
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
786New |
$81.4K - $101K
|
786
$107K
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-70- 0.25% |
$7.25K - $9K
|
27.5K
$3.74M
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
16+ 6.3% |
$1.66K - $2.06K
|
270
$36.8K
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-374K- 21.25% |
$38.7M - $48.1M
|
1.39M
$189M
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.41KNew |
$146K - $182K
|
1.41K
$193K
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.89K+ 25.04% |
$403K - $500K
|
19.4K
$2.65M
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
27.8K+ 15.92% |
$2.88M - $3.57M
|
202K
$27.6M
|
|
Jul 25, 2025
Q2 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-168K- 38.24% |
$17.4M - $21.7M
|
272K
$37.1M
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.65KNew |
$170K - $212K
|
1.65K
$224K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.96K+ 5.81% |
$618K - $767K
|
109K
$14.8M
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12K- 80.08% |
$1.24M - $1.54M
|
2.98K
$406K
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
40+ 6.33% |
$4.14K - $5.14K
|
672
$91.6K
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
55+ 2.53% |
$5.7K - $7.07K
|
2.23K
$304K
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
241K+ 6875.79% |
$24.9M - $31M
|
244K
$33.3M
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
29+ 0.78% |
$3K - $3.73K
|
3.76K
$513K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
59.3K+ 832.76% |
$6.14M - $7.63M
|
66.4K
$9.06M
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-552- 7.17% |
$57.2K - $71K
|
7.14K
$974K
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
26+ 0.11% |
$2.69K - $3.34K
|
24K
$3.27M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.12K- 27.13% |
$634K - $787K
|
16.4K
$2.24M
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
1.39K+ 6.73% |
$144K - $179K
|
22.1K
$3.01M
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
67+ 0.77% |
$6.94K - $8.62K
|
8.72K
$1.19M
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
27.8K+ 1198.45% |
$2.88M - $3.57M
|
30.1K
$4.1M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32+ 0.45% |
$3.31K - $4.12K
|
7.11K
$969K
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
742+ 1.81% |
$76.9K - $95.4K
|
41.8K
$5.7M
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
905+ 4.58% |
$93.7K - $116K
|
20.7K
$2.82M
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
728+ 29.05% |
$75.4K - $93.6K
|
3.23K
$441K
|
|
Jul 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
606+ 0.49% |
$62.8K - $77.9K
|
123K
$16.8M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
165+ 4.05% |
$17.1K - $21.2K
|
4.24K
$578K
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.72% |
$311 - $386
|
422
$57.5K
|