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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
60New |
$4.67K - $5.56K
|
60
$7.71K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$77.8 - $92.7
|
1
$129
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
BUY
|
- |
69.6K+ 2187.81% |
$5.71M - $7.06M
|
72.8K
$9.36M
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
36.6KNew |
$3M - $3.71M
|
36.6K
$4.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
35.5KNew |
$2.91M - $3.6M
|
35.5K
$4.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
35KNew |
$2.87M - $3.55M
|
35K
$4.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17.2KNew |
$1.41M - $1.75M
|
17.2K
$2.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10.6KNew |
$865K - $1.07M
|
10.6K
$1.36M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
7.1KNew |
$582K - $720K
|
7.1K
$913K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.76KNew |
$144K - $178K
|
1.76K
$226K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
604New |
$49.5K - $61.2K
|
604
$77.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
157+ 1.6% |
$12.9K - $15.9K
|
10K
$1.29M
|
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
75New |
$6.14K - $7.61K
|
75
$9.64K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
74+ 1.84% |
$6.06K - $7.5K
|
4.09K
$526K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
53New |
$4.34K - $5.37K
|
53
$6.81K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.98% |
$2.05K - $2.54K
|
2.58K
$331K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
7+ 0.08% |
$574 - $710
|
9.29K
$1.19M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 1.5% |
$164 - $203
|
135
$17.4K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
2+ 0.07% |
$164 - $203
|
2.97K
$381K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.26% |
$81.9 - $101
|
380
$48.8K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
100KNew |
$9.21M - $10.6M
|
100K
$12.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Chico Wealth Ria
|
BUY
|
- |
7.18KNew |
$661K - $763K
|
7.18K
$922K
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$223K - $257K
|
2.42K
$311K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500New |
$46.1K - $53.2K
|
500
$64.3K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50New |
$4.61K - $5.32K
|
50
$6.43K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
46New |
$4.24K - $4.89K
|
46
$5.91K
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3KNew |
$299K - $322K
|
3K
$386K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.13KNew |
$212K - $228K
|
2.13K
$274K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.67KNew |
$166K - $179K
|
1.67K
$214K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
850New |
$84.6K - $91.1K
|
850
$109K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
95New |
$9.45K - $10.2K
|
95
$12.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
70New |
$6.97K - $7.51K
|
70
$9K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
70.5KNew |
$7.01M - $7.43M
|
70.5K
$9.06M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
391KNew |
$37.7M - $39.8M
|
391K
$50.3M
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
14.9KNew |
$1.35M - $1.44M
|
14.9K
$1.92M
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
12KNew |
$934K - $1.08M
|
12K
$1.54M
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
953New |
$74.5K - $86.5K
|
953
$122K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
175New |
$13.7K - $15.9K
|
175
$22.5K
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
28New |
$2.19K - $2.54K
|
28
$3.6K
|
|
|
Jan 20, 2021
Q4 2020
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6New |
$469 - $544
|
6
$771
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
159KNew |
$11.8M - $13.3M
|
159K
$20.4M
|
|
|
Oct 30, 2020
Q3 2020
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
600New |
$44.6K - $50.4K
|
600
$77.1K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.72KNew |
$162K - $210K
|
2.72K
$349K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
142New |
$8.48K - $11K
|
142
$18.3K
|
|
|
Jul 15, 2020
Q2 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 33.33% |
$418 - $541
|
28
$3.6K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Valley National Advisers Inc
|
BUY
|
- |
250+ 31.49% |
$13.6K - $20.4K
|
1.04K
$134K
|
|
|
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
205New |
$11.1K - $16.8K
|
205
$26.3K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
500KNew |
$35.8M - $39.8M
|
500K
$64.3M
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
181New |
$12.7K - $13.6K
|
181
$23.3K
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.8KNew |
$110K - $134K
|
1.8K
$231K
|
|