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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
16.2KNew |
$759K - $830K
|
16.2K
$904K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.16KNew |
$148K - $162K
|
3.16K
$176K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-225- 31.08% |
$10.5K - $11.5K
|
499
$27.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
383+ 7.92% |
$17.9K - $19.6K
|
5.22K
$290K
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
SELL
|
- |
-32- 19.75% |
$1.5K - $1.64K
|
130
$7.24K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-500- 9.25% |
$23.4K - $25.6K
|
4.91K
$273K
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-265K- 64.27% |
$12.4M - $13.6M
|
147K
$8.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 18.18% |
$4.68K - $5.12K
|
450
$25.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
1.92KNew |
$90K - $98.4K
|
1.92K
$107K
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
BUY
|
- |
38+ 0.8% |
$1.78K - $1.94K
|
4.76K
$265K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
345New |
$16.1K - $17.6K
|
345
$19.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5- 2.65% |
$234 - $256
|
184
$10.2K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
150KNew |
$7.17M - $7.53M
|
150K
$8.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-18- 35.29% |
$861 - $904
|
33
$1.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-29.4K- 55.36% |
$1.41M - $1.48M
|
23.7K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
4.99KNew |
$238K - $250K
|
4.99K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.4K- 28.86% |
$163K - $171K
|
8.38K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-822- 2.8% |
$39.3K - $41.3K
|
28.5K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9.51K+ 3.71% |
$455K - $477K
|
266K
$14.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
7.89K+ 3.84% |
$377K - $396K
|
213K
$11.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
494New |
$23.6K - $24.8K
|
494
$27.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
4.8KNew |
$229K - $241K
|
4.8K
$267K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
500+ 43.48% |
$23.9K - $25.1K
|
1.65K
$91.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
286New |
$13.7K - $14.4K
|
286
$15.9K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.69KNew |
$224K - $235K
|
4.69K
$261K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-274- 42.48% |
$13.1K - $13.8K
|
371
$20.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.49KNew |
$167K - $175K
|
3.49K
$194K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$430 - $452
|
9
$501
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
112KNew |
$5.37M - $5.63M
|
112K
$6.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.58K- 9.4% |
$75.3K - $79.1K
|
15.2K
$845K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-6.25K- 33.66% |
$299K - $314K
|
12.3K
$686K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-98- 25.93% |
$4.69K - $4.92K
|
280
$15.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-58- 1.29% |
$2.77K - $2.91K
|
4.45K
$248K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.72KNew |
$274K - $287K
|
5.72K
$319K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.7K- 7.73% |
$81.1K - $85.1K
|
20.3K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.15% |
$1.39K - $1.46K
|
19.4K
$1.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
8.28K+ 4.33% |
$396K - $416K
|
199K
$11.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-302- 4.65% |
$14.4K - $15.2K
|
6.2K
$345K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.32KNew |
$254K - $267K
|
5.32K
$296K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.62KNew |
$77.3K - $81.1K
|
1.62K
$90K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.82KNew |
$326K - $343K
|
6.82K
$380K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.25K+ 41.49% |
$107K - $113K
|
7.66K
$427K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-22- 50.0% |
$1.05K - $1.1K
|
22
$1.23K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.94KClosed |
$88.9K - $97.2K
|
0
$0
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.15KNew |
$373K - $408K
|
8.15K
$454K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
123+ 2050.0% |
$5.63K - $6.15K
|
129
$7.18K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
3.98K+ 22.42% |
$182K - $199K
|
21.7K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
13.7KNew |
$628K - $686K
|
13.7K
$764K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
743+ 0.4% |
$34K - $37.2K
|
185K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.97K+ 19.43% |
$90.3K - $98.7K
|
12.1K
$675K
|
|