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 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.39K+ 139.51% |
$279K - $294K
|
4.1K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.38KNew |
$279K - $293K
|
2.38K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.35K+ 26.42% |
$275K - $289K
|
11.2K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.31KNew |
$271K - $285K
|
2.31K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
2.1KNew |
$246K - $258K
|
2.1K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
1.93KNew |
$226K - $237K
|
1.93K
$248K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.86KNew |
$218K - $229K
|
1.86K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.79KNew |
$209K - $220K
|
1.79K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.78KNew |
$208K - $218K
|
1.78K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.28K+ 124.03% |
$149K - $157K
|
2.3K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.2K+ 9.29% |
$141K - $148K
|
14.1K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.17K+ 3.18% |
$136K - $143K
|
37.8K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
885+ 70.02% |
$104K - $109K
|
2.15K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
714+ 0.9% |
$83.6K - $87.8K
|
79.9K
$10.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
703New |
$82.3K - $86.5K
|
703
$90.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
658+ 0.73% |
$77K - $81K
|
90.5K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
564+ 13.07% |
$66K - $69.4K
|
4.88K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
550+ 7.93% |
$64.4K - $67.7K
|
7.49K
$962K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
500New |
$58.5K - $61.5K
|
500
$64.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
460New |
$53.8K - $56.6K
|
460
$59.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
430+ 3.74% |
$50.3K - $52.9K
|
11.9K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
373New |
$43.7K - $45.9K
|
373
$47.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
339New |
$39.7K - $41.7K
|
339
$43.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
312+ 7.02% |
$36.5K - $38.4K
|
4.76K
$611K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
276+ 6.35% |
$32.3K - $34K
|
4.62K
$594K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
271+ 1.07% |
$31.7K - $33.3K
|
25.5K
$3.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
222+ 0.34% |
$26K - $27.3K
|
65.3K
$8.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
215New |
$25.2K - $26.5K
|
215
$27.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
200New |
$23.4K - $24.6K
|
200
$25.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
128+ 2.17% |
$15K - $15.7K
|
6.02K
$773K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$11.7K - $12.3K
|
100
$12.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
80New |
$9.36K - $9.84K
|
80
$10.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
78+ 0.91% |
$9.13K - $9.6K
|
8.65K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
77New |
$9.01K - $9.47K
|
77
$9.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
68+ 2.1% |
$7.96K - $8.37K
|
3.31K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
67+ 0.15% |
$7.84K - $8.24K
|
45.6K
$5.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
65+ 0.74% |
$7.61K - $8K
|
8.91K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
64New |
$7.49K - $7.87K
|
64
$8.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
59+ 0.47% |
$6.91K - $7.26K
|
12.5K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 0.9% |
$6.91K - $7.26K
|
6.61K
$849K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
34+ 1.67% |
$3.98K - $4.18K
|
2.07K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
33+ 0.55% |
$3.86K - $4.06K
|
6K
$771K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
15+ 0.94% |
$1.76K - $1.85K
|
1.61K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.32% |
$1.76K - $1.85K
|
4.77K
$613K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$1.17K - $1.23K
|
5.44K
$699K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$1.17K - $1.23K
|
10
$1.29K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.15% |
$936 - $984
|
5.46K
$701K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8New |
$936 - $984
|
8
$1.03K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.6% |
$819 - $861
|
1.18K
$151K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7+ 0.05% |
$819 - $861
|
14.9K
$1.92M
|