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 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
216+ 6.3% |
$22.4K - $27.8K
|
3.64K
$497K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.84K+ 0.93% |
$398K - $494K
|
415K
$56.5M
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
86.3K+ 29.66% |
$8.94M - $11.1M
|
377K
$51.5M
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-60- 2.2% |
$6.22K - $7.72K
|
2.67K
$364K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-342- 2.47% |
$35.4K - $44K
|
13.5K
$1.84M
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-70- 2.76% |
$7.25K - $9K
|
2.47K
$337K
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-80.9K- 87.55% |
$8.38M - $10.4M
|
11.5K
$1.57M
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.67KNew |
$172K - $214K
|
1.67K
$227K
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$104 - $129
|
33.2K
$4.53M
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-579- 7.77% |
$60K - $74.5K
|
6.87K
$937K
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-61- 35.47% |
$6.32K - $7.84K
|
111
$15.1K
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-199- 2.22% |
$20.6K - $25.6K
|
8.78K
$1.2M
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$104 - $129
|
1.76K
$240K
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-699- 1.52% |
$72.4K - $89.9K
|
45.3K
$6.18M
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
20.1KNew |
$2.09M - $2.59M
|
20.1K
$2.75M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9+ 0.42% |
$932 - $1.16K
|
2.15K
$293K
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
41+ 2.21% |
$4.25K - $5.27K
|
1.9K
$259K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.03K+ 1.08% |
$314K - $390K
|
283K
$38.6M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
831+ 36.42% |
$86.1K - $107K
|
3.11K
$424K
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-175- 0.21% |
$18.1K - $22.5K
|
83K
$11.3M
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
12.5K+ 15.46% |
$1.29M - $1.6M
|
93K
$12.7M
|
|
Jul 22, 2025
Q2 2025
|
Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York
New York, NY |
SELL
|
- |
-1.2M- 77.64% |
$124M - $154M
|
345K
$47.1M
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-426- 1.21% |
$44.1K - $54.8K
|
34.8K
$4.75M
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
4.61KNew |
$477K - $593K
|
4.61K
$628K
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
12.6K+ 1.37% |
$1.31M - $1.62M
|
934K
$127M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
69+ 1.6% |
$7.15K - $8.87K
|
4.38K
$597K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.46K+ 77.05% |
$359K - $445K
|
7.96K
$1.09M
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
193K+ 1366.36% |
$20M - $24.8M
|
207K
$28.3M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
715+ 7.39% |
$74.1K - $91.9K
|
10.4K
$1.42M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.2K+ 28.33% |
$228K - $283K
|
9.97K
$1.36M
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
11.5K+ 2.95% |
$1.2M - $1.49M
|
403K
$55M
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-290- 9.7% |
$30K - $37.3K
|
2.7K
$368K
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
7.47K+ 4.25% |
$773K - $960K
|
183K
$25M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.38K- 22.21% |
$350K - $435K
|
11.8K
$1.62M
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-9.04K- 0.52% |
$937K - $1.16M
|
1.74M
$237M
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
981+ 2.28% |
$102K - $126K
|
44.1K
$6.01M
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.87KNew |
$193K - $240K
|
1.87K
$254K
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4+ 0.05% |
$414 - $514
|
7.75K
$1.06M
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.29K- 3.53% |
$133K - $165K
|
35.1K
$4.79M
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
180+ 4.89% |
$18.6K - $23.1K
|
3.86K
$527K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.1K- 75.53% |
$1.78M - $2.21M
|
5.55K
$757K
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.8% |
$725 - $900
|
877
$120K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.87K+ 27.82% |
$194K - $240K
|
8.59K
$1.17M
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-111- 0.32% |
$11.5K - $14.3K
|
34.5K
$4.7M
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-27.2K- 69.65% |
$2.81M - $3.49M
|
11.8K
$1.61M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.77K+ 1.15% |
$287K - $357K
|
244K
$33.3M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
425+ 607.14% |
$44K - $54.7K
|
495
$67.5K
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.39K- 6.44% |
$247K - $307K
|
34.7K
$4.73M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 7.13% |
$143K - $178K
|
20.8K
$2.84M
|