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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8KNew |
$366K - $400K
|
8K
$446K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-142- 4.98% |
$6.5K - $7.1K
|
2.71K
$151K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
112New |
$5.13K - $5.6K
|
112
$6.24K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.3KNew |
$197K - $215K
|
4.3K
$239K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
299KNew |
$13.7M - $15M
|
299K
$16.6M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-58- 13.21% |
$2.66K - $2.9K
|
381
$21.2K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-243- 3.04% |
$11.1K - $12.2K
|
7.74K
$431K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 35.58% |
$216K - $236K
|
18K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
801New |
$36.7K - $40.1K
|
801
$44.6K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.25K- 8.06% |
$240K - $263K
|
59.8K
$3.33M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.64KNew |
$213K - $232K
|
4.64K
$259K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
388+ 4.47% |
$17.8K - $19.4K
|
9.06K
$505K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
872New |
$39.9K - $43.6K
|
872
$48.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-180- 2.87% |
$8.24K - $9.01K
|
6.09K
$339K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 33.33% |
$2.15K - $2.35K
|
94
$5.23K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
77New |
$3.53K - $3.85K
|
77
$4.29K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-297- 30.97% |
$13.6K - $14.9K
|
662
$36.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
16.8K+ 22.48% |
$771K - $842K
|
91.7K
$5.11M
|
|
| Q4 2022 | |||||||
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.16KNew |
$46.1K - $54.8K
|
1.16K
$64.7K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7KNew |
$278K - $331K
|
7K
$390K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
27New |
$1.07K - $1.28K
|
27
$1.5K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
694New |
$27.5K - $32.8K
|
694
$38.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
420New |
$16.7K - $19.8K
|
420
$23.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.32K- 24.54% |
$211K - $251K
|
16.4K
$911K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.99KNew |
$317K - $377K
|
7.99K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.41K- 9.79% |
$175K - $208K
|
40.7K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
16.9KNew |
$672K - $799K
|
16.9K
$942K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-58K- 14.04% |
$2.3M - $2.74M
|
355K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.52KNew |
$180K - $214K
|
4.52K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
272New |
$10.8K - $12.8K
|
272
$15.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6.39KNew |
$254K - $302K
|
6.39K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
272New |
$10.8K - $12.8K
|
272
$15.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
100KNew |
$3.97M - $4.72M
|
100K
$5.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
210+ 100.0% |
$8.33K - $9.92K
|
420
$23.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.61KNew |
$104K - $123K
|
2.61K
$146K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
6.94KNew |
$275K - $328K
|
6.94K
$386K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-54- 0.71% |
$2.14K - $2.55K
|
7.51K
$418K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
351KNew |
$13.9M - $16.6M
|
351K
$19.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
900New |
$35.7K - $42.5K
|
900
$50.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-6.85K- 28.56% |
$272K - $323K
|
17.1K
$954K
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
18KNew |
$714K - $850K
|
18K
$1M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
7.58KNew |
$301K - $358K
|
7.58K
$422K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.72KNew |
$187K - $223K
|
4.72K
$263K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-1K- 14.08% |
$39.7K - $47.2K
|
6.1K
$340K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.93K- 93.06% |
$76.6K - $91.2K
|
144
$8.02K
|
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-11.9K- 42.96% |
$472K - $562K
|
15.8K
$879K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.02K- 70.16% |
$80.1K - $95.3K
|
858
$47.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6.95K- 44.66% |
$276K - $328K
|
8.61K
$479K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
585+ 8.74% |
$23.2K - $27.6K
|
7.28K
$405K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2+ 0.04% |
$79.4 - $94.5
|
5.21K
$290K
|
|