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 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-500- 9.25% |
$23.4K - $25.6K
|
4.91K
$299K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
1.92KNew |
$90K - $98.4K
|
1.92K
$117K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 18.18% |
$4.68K - $5.12K
|
450
$27.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
BUY
|
- |
38+ 0.8% |
$1.78K - $1.94K
|
4.76K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
345New |
$16.1K - $17.6K
|
345
$21K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5- 2.65% |
$234 - $256
|
184
$11.2K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
150KNew |
$7.17M - $7.53M
|
150K
$9.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-29.4K- 55.36% |
$1.41M - $1.48M
|
23.7K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
4.99KNew |
$238K - $250K
|
4.99K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.4K- 28.86% |
$163K - $171K
|
8.38K
$511K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9.51K+ 3.71% |
$455K - $477K
|
266K
$16.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
7.89K+ 3.84% |
$377K - $396K
|
213K
$13M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-274- 42.48% |
$13.1K - $13.8K
|
371
$22.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
286New |
$13.7K - $14.4K
|
286
$17.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$430 - $452
|
9
$548
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
112KNew |
$5.37M - $5.63M
|
112K
$6.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.58K- 9.4% |
$75.3K - $79.1K
|
15.2K
$925K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-6.25K- 33.66% |
$299K - $314K
|
12.3K
$751K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-58- 1.29% |
$2.77K - $2.91K
|
4.45K
$271K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.72KNew |
$274K - $287K
|
5.72K
$349K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.15% |
$1.39K - $1.46K
|
19.4K
$1.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.7K- 7.73% |
$81.1K - $85.1K
|
20.3K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
8.28K+ 4.33% |
$396K - $416K
|
199K
$12.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-302- 4.65% |
$14.4K - $15.2K
|
6.2K
$378K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.62KNew |
$77.3K - $81.1K
|
1.62K
$98.5K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-22- 50.0% |
$1.05K - $1.1K
|
22
$1.34K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.94KClosed |
$88.9K - $97.2K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
123+ 2050.0% |
$5.63K - $6.15K
|
129
$7.86K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
13.7KNew |
$628K - $686K
|
13.7K
$836K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
3.98K+ 22.42% |
$182K - $199K
|
21.7K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.97K+ 19.43% |
$90.3K - $98.7K
|
12.1K
$739K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
743+ 0.4% |
$34K - $37.2K
|
185K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8KNew |
$366K - $400K
|
8K
$487K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-142- 4.98% |
$6.5K - $7.1K
|
2.71K
$165K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
112New |
$5.13K - $5.6K
|
112
$6.82K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.3KNew |
$197K - $215K
|
4.3K
$262K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
299KNew |
$13.7M - $15M
|
299K
$18.2M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-58- 13.21% |
$2.66K - $2.9K
|
381
$23.2K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-243- 3.04% |
$11.1K - $12.2K
|
7.74K
$472K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 35.58% |
$216K - $236K
|
18K
$1.1M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
801New |
$36.7K - $40.1K
|
801
$48.8K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.64KNew |
$213K - $232K
|
4.64K
$283K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-180- 2.87% |
$8.24K - $9.01K
|
6.09K
$371K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
872New |
$39.9K - $43.6K
|
872
$53.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 33.33% |
$2.15K - $2.35K
|
94
$5.73K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
77New |
$3.53K - $3.85K
|
77
$4.69K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
16.8K+ 22.48% |
$771K - $842K
|
91.7K
$5.59M
|
|
| Q4 2022 | |||||||
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7KNew |
$278K - $331K
|
7K
$427K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
27New |
$1.07K - $1.28K
|
27
$1.65K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
694New |
$27.5K - $32.8K
|
694
$42.3K
|
|