Latest Institutional Transactions on Ishares Msci Acwi Ex Us ETF (ACWX)
This table provides information on the latest institutional transactions involving Ishares Msci Acwi Ex Us ETF (ACWX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.43K+ 7.84% |
$379K - $430K
|
116K
$6.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
16KNew |
$720K - $817K
|
16K
$891K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.15K- 79.42% |
$51.7K - $58.7K
|
298
$16.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
62.3K+ 622.35% |
$2.8M - $3.18M
|
72.3K
$4.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
5.39KNew |
$242K - $275K
|
5.39K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
5.03KNew |
$226K - $257K
|
5.03K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.45K+ 14.19% |
$65.2K - $74K
|
11.7K
$650K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.85KNew |
$263K - $299K
|
5.85K
$326K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
3+ 1.84% |
$135 - $153
|
166
$9.24K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
44.1KNew |
$1.98M - $2.25M
|
44.1K
$2.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.13KNew |
$186K - $211K
|
4.13K
$230K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3KNew |
$135K - $153K
|
3K
$167K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.56K- 46.92% |
$340K - $386K
|
8.56K
$476K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.29K+ 15.35% |
$373K - $423K
|
62.3K
$3.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.72KNew |
$347K - $394K
|
7.72K
$430K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
3.93KNew |
$177K - $201K
|
3.93K
$219K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-277- 3.37% |
$12.5K - $14.1K
|
7.95K
$443K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.4K- 34.39% |
$153K - $173K
|
6.48K
$361K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.3K- 90.23% |
$193K - $219K
|
465
$25.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.02KNew |
$181K - $205K
|
4.02K
$224K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-150- 30.12% |
$6.75K - $7.66K
|
348
$19.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7.51KNew |
$338K - $383K
|
7.51K
$418K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-230- 4.37% |
$10.3K - $11.7K
|
5.04K
$281K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
BUY
|
- |
503+ 3.39% |
$22.6K - $25.7K
|
15.4K
$855K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
535+ 12.44% |
$24.1K - $27.3K
|
4.83K
$269K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.39K+ 3.01% |
$62.6K - $71K
|
47.6K
$2.65M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40.6K+ 405.47% |
$1.82M - $2.07M
|
50.6K
$2.82M
|
|
| Q3 2023 | |||||||
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
68+ 971.43% |
$3.18K - $3.48K
|
75
$4.18K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
401New |
$18.8K - $20.5K
|
401
$22.3K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-746Closed |
$34.9K - $38.2K
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
105KNew |
$4.9M - $5.35M
|
105K
$5.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Kabouter Management, LLC
Chicago, IL |
SELL
|
- |
-186- 63.05% |
$8.7K - $9.51K
|
109
$6.07K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.3KNew |
$667K - $729K
|
14.3K
$794K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
9.64KNew |
$451K - $493K
|
9.64K
$537K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.51KNew |
$258K - $282K
|
5.51K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-425- 2.94% |
$19.9K - $21.7K
|
14K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-13- 0.64% |
$608 - $665
|
2.02K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-40.8K- 16.42% |
$1.91M - $2.09M
|
208K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-14.8K- 65.83% |
$691K - $755K
|
7.66K
$427K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
401+ 49.32% |
$18.8K - $20.5K
|
1.21K
$67.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
40.9KNew |
$1.91M - $2.09M
|
40.9K
$2.28M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.7K+ 7.07% |
$548K - $599K
|
177K
$9.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
80New |
$3.74K - $4.09K
|
80
$4.46K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-953- 14.4% |
$44.6K - $48.7K
|
5.67K
$316K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.66K- 1.24% |
$124K - $136K
|
212K
$11.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
157New |
$7.35K - $8.03K
|
157
$8.74K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
882New |
$41.3K - $45.1K
|
882
$49.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-621- 91.46% |
$29.1K - $31.8K
|
58
$3.23K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-13- 0.08% |
$608 - $665
|
15.9K
$884K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.81K+ 5.58% |
$131K - $144K
|
53.1K
$2.96M
|
|