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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
407+ 10175.0% |
$36.1K - $41.6K
|
411
$48.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
394New |
$34.9K - $40.2K
|
394
$46.5K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
291New |
$25.8K - $29.7K
|
291
$34.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
233New |
$20.6K - $23.8K
|
233
$27.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
170New |
$15.1K - $17.4K
|
170
$20.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
106New |
$9.39K - $10.8K
|
106
$12.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75New |
$6.64K - $7.66K
|
75
$8.85K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38New |
$3.37K - $3.88K
|
38
$4.48K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.59% |
$1.15K - $1.33K
|
2.22K
$262K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.86% |
$266 - $306
|
353
$41.6K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
50.5KNew |
$4.65M - $5.02M
|
50.5K
$5.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.3KNew |
$672K - $726K
|
7.3K
$861K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.7KNew |
$432K - $467K
|
4.7K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.55K+ 4.23% |
$419K - $452K
|
112K
$13.2M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
3.92KNew |
$360K - $389K
|
3.92K
$462K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
745+ 5.13% |
$68.6K - $74K
|
15.3K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
157+ 38.77% |
$14.4K - $15.6K
|
562
$66.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
156+ 4.57% |
$14.4K - $15.5K
|
3.57K
$421K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
85New |
$7.82K - $8.45K
|
85
$10K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46New |
$4.23K - $4.57K
|
46
$5.43K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
19New |
$1.75K - $1.89K
|
19
$2.24K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
21.6KNew |
$1.95M - $2.08M
|
21.6K
$2.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.61KNew |
$327K - $348K
|
3.61K
$426K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.97KNew |
$269K - $286K
|
2.97K
$350K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.87KNew |
$260K - $276K
|
2.87K
$338K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.7KNew |
$245K - $261K
|
2.7K
$319K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.48K+ 2.03% |
$134K - $143K
|
74.6K
$8.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.2KNew |
$109K - $116K
|
1.2K
$142K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
391+ 3.76% |
$35.4K - $37.7K
|
10.8K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
317New |
$28.7K - $30.5K
|
317
$37.4K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
152+ 6.62% |
$13.8K - $14.6K
|
2.45K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
100+ 1.0% |
$9.05K - $9.64K
|
10.1K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
54New |
$4.89K - $5.2K
|
54
$6.37K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
40+ 0.67% |
$3.62K - $3.85K
|
6.04K
$713K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.98% |
$453 - $482
|
514
$60.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1New |
$90.5 - $96.4
|
1
$118
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1MNew |
$84.9M - $92.9M
|
1M
$118M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
556KNew |
$47.2M - $51.7M
|
556K
$65.7M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
351KNew |
$29.8M - $32.7M
|
351K
$41.5M
|
|
|
May 15, 2023
Q1 2023
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
133KNew |
$11.3M - $12.4M
|
133K
$15.7M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
19.7KNew |
$1.67M - $1.83M
|
19.7K
$2.33M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11.1KNew |
$943K - $1.03M
|
11.1K
$1.31M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.32KNew |
$791K - $866K
|
9.32K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
8.3KNew |
$705K - $771K
|
8.3K
$979K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.71KNew |
$315K - $344K
|
3.71K
$437K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.09KNew |
$263K - $288K
|
3.09K
$365K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.64KNew |
$224K - $246K
|
2.64K
$312K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.35KNew |
$200K - $218K
|
2.35K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.29KNew |
$194K - $213K
|
2.29K
$270K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.22KNew |
$188K - $206K
|
2.22K
$262K
|
|