Latest Institutional Purchases of Ishares Msci Acwi ETF (ACWI)
This list provides information on the latest institutional transactions involving Ishares Msci Acwi ETF (ACWI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11.1KNew |
$943K - $1.03M
|
11.1K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.32KNew |
$791K - $866K
|
9.32K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
8.3KNew |
$705K - $771K
|
8.3K
$1M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.71KNew |
$315K - $344K
|
3.71K
$448K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.09KNew |
$263K - $288K
|
3.09K
$374K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.64KNew |
$224K - $246K
|
2.64K
$320K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.35KNew |
$200K - $218K
|
2.35K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.29KNew |
$194K - $213K
|
2.29K
$277K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.22KNew |
$188K - $206K
|
2.22K
$269K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 101.59% |
$97.9K - $107K
|
2.29K
$277K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
422+ 3.5% |
$35.8K - $39.2K
|
12.5K
$1.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
325New |
$27.6K - $30.2K
|
325
$39.3K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
286New |
$24.3K - $26.6K
|
286
$34.6K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
92New |
$7.81K - $8.55K
|
92
$11.1K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45New |
$3.82K - $4.18K
|
45
$5.45K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 2.94% |
$84.9 - $92.9
|
35
$4.24K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$84.9 - $92.9
|
2.59K
$314K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$84.9 - $92.9
|
355
$43K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
258KNew |
$20M - $23.1M
|
258K
$31.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
257KNew |
$19.9M - $23.1M
|
257K
$31.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
211KNew |
$16.3M - $18.9M
|
211K
$25.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
75.6K+ 269.15% |
$5.86M - $6.79M
|
104K
$12.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
58.5K+ 27.41% |
$4.54M - $5.25M
|
272K
$32.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
21.1K+ 504.46% |
$1.63M - $1.89M
|
25.2K
$3.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
17.5KNew |
$1.36M - $1.57M
|
17.5K
$2.12M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.6KNew |
$1.13M - $1.31M
|
14.6K
$1.77M
|
|
|
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
14.6KNew |
$1.13M - $1.31M
|
14.6K
$1.77M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
13.8KNew |
$1.07M - $1.24M
|
13.8K
$1.67M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$1.02M - $1.18M
|
13.1K
$1.59M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
11.1KNew |
$862K - $998K
|
11.1K
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.9K+ 218.82% |
$848K - $982K
|
15.9K
$1.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.8KNew |
$760K - $880K
|
9.8K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
8.26KNew |
$640K - $742K
|
8.26K
$1M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.42KNew |
$497K - $576K
|
6.42K
$776K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.37KNew |
$416K - $482K
|
5.37K
$650K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.94KNew |
$383K - $443K
|
4.94K
$598K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
4.73KNew |
$367K - $425K
|
4.73K
$573K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.46KNew |
$346K - $401K
|
4.46K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
4.16KNew |
$322K - $373K
|
4.16K
$503K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
3.64KNew |
$282K - $327K
|
3.64K
$440K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
3.64KNew |
$282K - $327K
|
3.64K
$440K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.39KNew |
$262K - $304K
|
3.39K
$410K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
3.2KNew |
$248K - $287K
|
3.2K
$387K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
2.85KNew |
$221K - $256K
|
2.85K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.74KNew |
$212K - $246K
|
2.74K
$331K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.64KNew |
$205K - $237K
|
2.64K
$319K
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2.49KNew |
$193K - $223K
|
2.49K
$301K
|
|
|
Feb 02, 2023
Q4 2022
|
Highlander Partners, L.P.
|
BUY
|
- |
2.36KNew |
$183K - $212K
|
2.36K
$286K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
875New |
$67.8K - $78.6K
|
875
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
594+ 61.24% |
$46K - $53.3K
|
1.56K
$189K
|
|