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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
106New |
$12.2K - $13.2K
|
106
$13.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
96+ 2.88% |
$11.1K - $11.9K
|
3.43K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
90+ 2.24% |
$10.4K - $11.2K
|
4.1K
$510K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
83+ 3.39% |
$9.56K - $10.3K
|
2.53K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
80+ 0.84% |
$9.21K - $9.93K
|
9.57K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
78+ 0.56% |
$8.98K - $9.68K
|
13.9K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
70New |
$8.06K - $8.69K
|
70
$8.7K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
61+ 54.95% |
$7.02K - $7.57K
|
172
$21.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
58New |
$6.68K - $7.2K
|
58
$7.21K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
51+ 26.56% |
$5.87K - $6.33K
|
243
$30.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
41+ 18.47% |
$4.72K - $5.09K
|
263
$32.7K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
37+ 0.51% |
$4.26K - $4.59K
|
7.23K
$899K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
37+ 1.0% |
$4.26K - $4.59K
|
3.74K
$466K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
29+ 0.12% |
$3.34K - $3.6K
|
23.3K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
20+ 0.07% |
$2.3K - $2.48K
|
27.3K
$3.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
19+ 8.09% |
$2.19K - $2.36K
|
254
$31.6K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12+ 5.91% |
$1.38K - $1.49K
|
215
$26.7K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 1.04% |
$1.38K - $1.49K
|
1.17K
$145K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
12+ 0.43% |
$1.38K - $1.49K
|
2.81K
$349K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 1.28% |
$1.27K - $1.37K
|
870
$108K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
7New |
$806 - $869
|
7
$870
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7+ 0.28% |
$806 - $869
|
2.51K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.04% |
$576 - $621
|
13.4K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5+ 0.02% |
$576 - $621
|
22.9K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.05% |
$345 - $372
|
5.51K
$685K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 0.88% |
$345 - $372
|
342
$42.5K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.02% |
$115 - $124
|
5.46K
$679K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1+ 0.03% |
$115 - $124
|
2.98K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1+ 2.5% |
$115 - $124
|
41
$5.1K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
205KNew |
$24M - $25.2M
|
205K
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Lepercq De Neuflize Asset Management LLC
New York, NY |
BUY
|
- |
104KNew |
$12.2M - $12.8M
|
104K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Lepercq Multi Asset Fund
Hamilton, D0 |
BUY
|
- |
104KNew |
$12.2M - $12.8M
|
104K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
93.1KNew |
$10.9M - $11.5M
|
93.1K
$11.6M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
80.1KNew |
$9.37M - $9.85M
|
80.1K
$9.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
72.8KNew |
$8.52M - $8.95M
|
72.8K
$9.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
69.2K+ 11634.45% |
$8.1M - $8.52M
|
69.8K
$8.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
67.9KNew |
$7.94M - $8.35M
|
67.9K
$8.44M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
46.6KNew |
$5.45M - $5.73M
|
46.6K
$5.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
43.2KNew |
$5.06M - $5.32M
|
43.2K
$5.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
33.5KNew |
$3.92M - $4.12M
|
33.5K
$4.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
24.4K+ 70.69% |
$2.86M - $3.01M
|
59K
$7.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
22.8KNew |
$2.67M - $2.8M
|
22.8K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
19.3K+ 45.59% |
$2.26M - $2.38M
|
61.7K
$7.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
19.2KNew |
$2.25M - $2.36M
|
19.2K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.5KNew |
$2.04M - $2.15M
|
17.5K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14.3K+ 13.84% |
$1.67M - $1.76M
|
117K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
13.2KNew |
$1.54M - $1.62M
|
13.2K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
12.4KNew |
$1.45M - $1.53M
|
12.4K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9.19KNew |
$1.08M - $1.13M
|
9.19K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.62KNew |
$1.01M - $1.06M
|
8.62K
$1.07M
|
|