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 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
272New |
$10.8K - $12.8K
|
272
$15.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6.39KNew |
$254K - $302K
|
6.39K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-58K- 14.04% |
$2.3M - $2.74M
|
355K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
420New |
$16.7K - $19.8K
|
420
$24.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.32K- 24.54% |
$211K - $251K
|
16.4K
$940K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.99KNew |
$317K - $377K
|
7.99K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.41K- 9.79% |
$175K - $208K
|
40.7K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.52KNew |
$180K - $214K
|
4.52K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
16.9KNew |
$672K - $799K
|
16.9K
$972K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
272New |
$10.8K - $12.8K
|
272
$15.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.61KNew |
$104K - $123K
|
2.61K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
100KNew |
$3.97M - $4.72M
|
100K
$5.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
210+ 100.0% |
$8.33K - $9.92K
|
420
$24.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-54- 0.71% |
$2.14K - $2.55K
|
7.51K
$431K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
6.94KNew |
$275K - $328K
|
6.94K
$398K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
900New |
$35.7K - $42.5K
|
900
$51.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-6.85K- 28.56% |
$272K - $323K
|
17.1K
$984K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
351KNew |
$13.9M - $16.6M
|
351K
$20.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
18KNew |
$714K - $850K
|
18K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
7.58KNew |
$301K - $358K
|
7.58K
$435K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.72KNew |
$187K - $223K
|
4.72K
$271K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.93K- 93.06% |
$76.6K - $91.2K
|
144
$8.27K
|
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-11.9K- 42.96% |
$472K - $562K
|
15.8K
$907K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.02K- 70.16% |
$80.1K - $95.3K
|
858
$49.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
585+ 8.74% |
$23.2K - $27.6K
|
7.28K
$418K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2+ 0.04% |
$79.4 - $94.5
|
5.21K
$299K
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
20KNew |
$794K - $944K
|
20K
$1.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-22.1K- 5.67% |
$878K - $1.05M
|
368K
$21.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
4.67KNew |
$185K - $221K
|
4.67K
$268K
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
4.53KNew |
$180K - $214K
|
4.53K
$260K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4.52K- 77.66% |
$179K - $213K
|
1.3K
$74.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
24New |
$953 - $1.13K
|
24
$1.38K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
631New |
$25K - $29.8K
|
631
$36.2K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.94KNew |
$77.1K - $91.7K
|
1.94K
$112K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-735Closed |
$29.4K - $34.8K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
272+ 0.84% |
$10.9K - $12.9K
|
32.8K
$1.88M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
700New |
$28K - $33.2K
|
700
$40.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.74K+ 1.07% |
$69.7K - $82.5K
|
164K
$9.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.88K- 17.17% |
$75.1K - $89K
|
9.07K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
2.41KNew |
$96.4K - $114K
|
2.41K
$139K
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-13.5K- 59.84% |
$540K - $640K
|
9.07K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
42.2K+ 141.56% |
$1.69M - $2M
|
72K
$4.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.43K+ 9.3% |
$57K - $67.5K
|
16.7K
$961K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-34- 3.11% |
$1.36K - $1.61K
|
1.06K
$60.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
10.1K+ 3.4% |
$405K - $480K
|
308K
$17.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.23KNew |
$249K - $295K
|
6.23K
$358K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-305- 10.48% |
$12.2K - $14.4K
|
2.61K
$150K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-28- 0.54% |
$1.12K - $1.33K
|
5.13K
$294K
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
96.6K+ 249.61% |
$3.86M - $4.57M
|
135K
$7.77M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-610- 1.36% |
$24.4K - $28.9K
|
44.1K
$2.53M
|
|