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 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
441+ 12.63% |
$50.8K - $54.7K
|
3.93K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
419New |
$48.3K - $52K
|
419
$53.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
414+ 1533.33% |
$47.7K - $51.4K
|
441
$56.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
395+ 15.22% |
$45.5K - $49K
|
2.99K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
389+ 5.9% |
$44.8K - $48.3K
|
6.98K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
385+ 8.61% |
$44.3K - $47.8K
|
4.86K
$624K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
385+ 7.44% |
$44.3K - $47.8K
|
5.56K
$714K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
377+ 2.8% |
$43.4K - $46.8K
|
13.9K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
371+ 2.52% |
$42.7K - $46.1K
|
15.1K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
362+ 1.75% |
$41.7K - $44.9K
|
21.1K
$2.71M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
360+ 4.11% |
$41.5K - $44.7K
|
9.13K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
349+ 1.17% |
$40.2K - $43.3K
|
30.2K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
344+ 1.23% |
$39.6K - $42.7K
|
28.3K
$3.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
338New |
$38.9K - $42K
|
338
$43.4K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
328+ 0.97% |
$37.8K - $40.7K
|
34.1K
$4.38M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
312+ 7.81% |
$35.9K - $38.7K
|
4.31K
$554K
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
260+ 7.3% |
$29.9K - $32.3K
|
3.82K
$491K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
245+ 20.4% |
$28.2K - $30.4K
|
1.45K
$186K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
229+ 3.04% |
$26.4K - $28.4K
|
7.77K
$998K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
228+ 8.49% |
$26.3K - $28.3K
|
2.91K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
224+ 1.97% |
$25.8K - $27.8K
|
11.6K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
220+ 4.35% |
$25.3K - $27.3K
|
5.27K
$678K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
212+ 0.45% |
$24.4K - $26.3K
|
47.3K
$6.08M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
200+ 5.16% |
$23K - $24.8K
|
4.07K
$524K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
198+ 0.89% |
$22.8K - $24.6K
|
22.6K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
187+ 3.61% |
$21.5K - $23.2K
|
5.36K
$689K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
176+ 7.46% |
$20.3K - $21.8K
|
2.53K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
165New |
$19K - $20.5K
|
165
$21.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
165New |
$19K - $20.5K
|
165
$21.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
149+ 0.28% |
$17.2K - $18.5K
|
53.8K
$6.91M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
139+ 4.87% |
$16K - $17.3K
|
3K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
138+ 2.72% |
$15.9K - $17.1K
|
5.21K
$670K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
129+ 0.91% |
$14.9K - $16K
|
14.3K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
117+ 0.18% |
$13.5K - $14.5K
|
63.4K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
116New |
$13.4K - $14.4K
|
116
$14.9K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
112+ 1.55% |
$12.9K - $13.9K
|
7.32K
$941K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
112+ 21.54% |
$12.9K - $13.9K
|
632
$81.2K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
110+ 3.91% |
$12.7K - $13.7K
|
2.92K
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
96+ 2.88% |
$11.1K - $11.9K
|
3.43K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
90+ 2.24% |
$10.4K - $11.2K
|
4.1K
$527K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
83+ 3.39% |
$9.56K - $10.3K
|
2.53K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
80+ 0.84% |
$9.21K - $9.93K
|
9.57K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
78+ 0.56% |
$8.98K - $9.68K
|
13.9K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
61+ 54.95% |
$7.02K - $7.57K
|
172
$22.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
58New |
$6.68K - $7.2K
|
58
$7.45K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
51+ 26.56% |
$5.87K - $6.33K
|
243
$31.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
41+ 18.47% |
$4.72K - $5.09K
|
263
$33.8K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
37+ 0.51% |
$4.26K - $4.59K
|
7.23K
$929K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
37+ 1.0% |
$4.26K - $4.59K
|
3.74K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
20+ 0.07% |
$2.3K - $2.48K
|
27.3K
$3.51M
|