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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
307+ 2.77% |
$35.9K - $37.8K
|
11.4K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
301New |
$35.2K - $37K
|
301
$37.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
291+ 24.43% |
$34.1K - $35.8K
|
1.48K
$183K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
289+ 0.13% |
$33.8K - $35.6K
|
216K
$26.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
284+ 13.14% |
$33.2K - $34.9K
|
2.45K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
280+ 1.04% |
$32.8K - $34.4K
|
27.1K
$3.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
276+ 6.35% |
$32.3K - $34K
|
4.62K
$571K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
271+ 1.53% |
$31.7K - $33.3K
|
18K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
268+ 0.45% |
$31.4K - $33K
|
60K
$7.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
267+ 10.47% |
$31.3K - $32.8K
|
2.82K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
260+ 0.85% |
$30.4K - $32K
|
30.9K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
231+ 5.64% |
$27K - $28.4K
|
4.32K
$535K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
231+ 1.5% |
$27K - $28.4K
|
15.7K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
222+ 0.34% |
$26K - $27.3K
|
65.3K
$8.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
215New |
$25.2K - $26.5K
|
215
$26.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
207+ 7.26% |
$24.2K - $25.5K
|
3.06K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
200New |
$23.4K - $24.6K
|
200
$24.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
194+ 0.89% |
$22.7K - $23.9K
|
22K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
192+ 4.53% |
$22.5K - $23.6K
|
4.43K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
176+ 0.74% |
$20.6K - $21.7K
|
23.9K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
173+ 1.51% |
$20.2K - $21.3K
|
11.6K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
159+ 0.27% |
$18.6K - $19.6K
|
58.6K
$7.25M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
141+ 1.53% |
$16.5K - $17.3K
|
9.37K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
128+ 2.17% |
$15K - $15.7K
|
6.02K
$744K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
121+ 4.91% |
$14.2K - $14.9K
|
2.59K
$320K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
112+ 1.51% |
$13.1K - $13.8K
|
7.54K
$932K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$11.7K - $12.3K
|
100
$12.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
94+ 0.91% |
$11K - $11.6K
|
10.5K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
92+ 0.9% |
$10.8K - $11.3K
|
10.3K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
89+ 0.26% |
$10.4K - $10.9K
|
33.7K
$4.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
82+ 1.6% |
$9.6K - $10.1K
|
5.19K
$642K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
81+ 0.09% |
$9.48K - $9.97K
|
86.9K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
80New |
$9.36K - $9.84K
|
80
$9.89K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
78+ 0.91% |
$9.13K - $9.6K
|
8.65K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
77New |
$9.01K - $9.47K
|
77
$9.52K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
75+ 0.91% |
$8.78K - $9.23K
|
8.32K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
68+ 2.1% |
$7.96K - $8.37K
|
3.31K
$409K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
68+ 1.33% |
$7.96K - $8.37K
|
5.17K
$639K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68+ 2.08% |
$7.96K - $8.37K
|
3.33K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
67+ 0.15% |
$7.84K - $8.24K
|
45.6K
$5.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
65+ 0.74% |
$7.61K - $8K
|
8.91K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
64New |
$7.49K - $7.87K
|
64
$7.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
63+ 2.75% |
$7.37K - $7.75K
|
2.36K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
62+ 38.75% |
$7.26K - $7.63K
|
222
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
59+ 0.47% |
$6.91K - $7.26K
|
12.5K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 0.9% |
$6.91K - $7.26K
|
6.61K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
53+ 0.87% |
$6.2K - $6.52K
|
6.15K
$761K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
44+ 0.21% |
$5.15K - $5.41K
|
21K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42+ 1.49% |
$4.92K - $5.17K
|
2.86K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
37+ 0.72% |
$4.33K - $4.55K
|
5.18K
$640K
|