Latest Institutional Sells of Ishares Msci Acwi ETF (ACWI)
This list provides information on the latest institutional transactions involving Ishares Msci Acwi ETF (ACWI) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8- 0.04% |
$709 - $817
|
22.8K
$2.75M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 0.47% |
$443 - $511
|
1.06K
$128K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-229K- 48.42% |
$21.1M - $22.8M
|
244K
$29.5M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.1K- 3.61% |
$1.21M - $1.31M
|
351K
$42.4M
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.77K- 24.84% |
$347K - $375K
|
11.4K
$1.38M
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-3.08K- 13.47% |
$283K - $306K
|
19.8K
$2.39M
|
|
Oct 27, 2023
Q3 2023
|
Nationwide Asset Management LLC
|
SELL
|
- |
-2.89K- 1.45% |
$266K - $287K
|
196K
$23.7M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.45K- 1.65% |
$134K - $144K
|
86.7K
$10.5M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-842- 9.82% |
$77.5K - $83.7K
|
7.73K
$934K
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-604- 7.61% |
$55.6K - $60K
|
7.33K
$885K
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-222- 6.46% |
$20.4K - $22.1K
|
3.22K
$389K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-11- 0.13% |
$1.01K - $1.09K
|
8.52K
$1.03M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-78.9K- 43.7% |
$7.14M - $7.6M
|
102K
$12.3M
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-50K- 8.83% |
$4.53M - $4.82M
|
517K
$62.4M
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-34.6K- 55.41% |
$3.13M - $3.34M
|
27.9K
$3.37M
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-26.2K- 4.89% |
$2.37M - $2.52M
|
509K
$61.5M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.1K- 8.92% |
$914K - $974K
|
103K
$12.5M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 3.89% |
$428K - $455K
|
117K
$14.1M
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.37K- 45.73% |
$305K - $325K
|
4K
$483K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.66K- 13.42% |
$150K - $160K
|
10.7K
$1.3M
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.03K- 28.95% |
$93.2K - $99.3K
|
2.53K
$305K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-473- 7.04% |
$42.8K - $45.6K
|
6.24K
$754K
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-218- 8.16% |
$19.7K - $21K
|
2.45K
$296K
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-128- 4.69% |
$11.6K - $12.3K
|
2.6K
$315K
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-86- 1.51% |
$7.78K - $8.29K
|
5.61K
$678K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-18- 31.03% |
$1.63K - $1.73K
|
40
$4.83K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5- 0.36% |
$453 - $482
|
1.37K
$165K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-70.6K- 96.9% |
$6M - $6.56M
|
2.26K
$273K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-20K- 61.96% |
$1.7M - $1.86M
|
12.3K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 10.64% |
$42.5K - $46.5K
|
4.2K
$507K
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-325- 4.68% |
$27.6K - $30.2K
|
6.63K
$801K
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-213- 8.2% |
$18.1K - $19.8K
|
2.39K
$288K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-173- 0.85% |
$14.7K - $16.1K
|
20.2K
$2.44M
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-73- 28.85% |
$6.2K - $6.78K
|
180
$21.7K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-60- 92.31% |
$5.09K - $5.58K
|
5
$604
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6- 28.57% |
$509 - $558
|
15
$1.81K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-23.2K- 2.38% |
$1.8M - $2.08M
|
950K
$115M
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
SELL
|
- |
-20.2K- 93.85% |
$1.57M - $1.82M
|
1.33K
$160K
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.3K- 58.27% |
$255K - $296K
|
2.36K
$285K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.81K- 89.21% |
$218K - $253K
|
340
$41.1K
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.35K- 33.1% |
$182K - $211K
|
4.75K
$574K
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-276- 68.66% |
$21.4K - $24.8K
|
126
$15.2K
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-225- 7.2% |
$17.4K - $20.2K
|
2.9K
$350K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-182- 1.02% |
$14.1K - $16.3K
|
17.7K
$2.14M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-331K- 53.02% |
$25.8M - $30.7M
|
294K
$35.5M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-117KClosed |
$9.11M - $10.9M
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.6K- 37.17% |
$514K - $612K
|
11.2K
$1.35M
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.3K- 35.4% |
$257K - $306K
|
6.02K
$728K
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-892- 1.9% |
$69.4K - $82.7K
|
46K
$5.56M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-296- 2.28% |
$23K - $27.4K
|
12.7K
$1.53M
|