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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.58K- 0.34% |
$132K - $149K
|
754K
$39.3M
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
373+ 1.09% |
$19K - $21.6K
|
34.5K
$1.8M
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
33.7K+ 147.55% |
$1.72M - $1.95M
|
56.6K
$2.95M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.95K+ 83.56% |
$405K - $459K
|
17.5K
$910K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.21K- 5.54% |
$113K - $128K
|
37.6K
$1.96M
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.51K+ 342.68% |
$485K - $550K
|
12.3K
$640K
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
5.15KNew |
$263K - $298K
|
5.15K
$268K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-189- 0.88% |
$9.64K - $10.9K
|
21.3K
$1.11M
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-4.8K- 3.06% |
$245K - $277K
|
152K
$7.93M
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
10.5KNew |
$537K - $608K
|
10.5K
$548K
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-128- 6.88% |
$6.53K - $7.4K
|
1.73K
$90.3K
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
11.7KNew |
$594K - $673K
|
11.7K
$607K
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 10.3% |
$163K - $184K
|
34.2K
$1.78M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-440- 0.18% |
$22.4K - $25.4K
|
250K
$13M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
201K+ 29.74% |
$10.2M - $11.6M
|
875K
$45.6M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.61K- 19.3% |
$184K - $208K
|
15.1K
$786K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
304New |
$15.5K - $17.6K
|
304
$15.8K
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
1.45K+ 4.19% |
$74K - $83.9K
|
36.1K
$1.88M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 0.2% |
$51 - $57.8
|
505
$26.3K
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-492- 0.42% |
$25.1K - $28.4K
|
117K
$6.12M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-800- 1.71% |
$40.8K - $46.2K
|
46.1K
$2.4M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
54+ 20.38% |
$2.75K - $3.12K
|
319
$16.6K
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-230- 0.63% |
$11.7K - $13.3K
|
36.1K
$1.88M
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-900- 4.14% |
$45.9K - $52K
|
20.8K
$1.08M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
18.5KNew |
$942K - $1.07M
|
18.5K
$963K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-387- 10.63% |
$19.7K - $22.4K
|
3.26K
$170K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-12.6K- 8.16% |
$643K - $729K
|
142K
$7.39M
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
281+ 3.67% |
$14.3K - $16.2K
|
7.94K
$414K
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-605- 2.04% |
$30.8K - $35K
|
29K
$1.51M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-88- 7.2% |
$4.49K - $5.09K
|
1.13K
$59.1K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
428+ 4.28% |
$21.8K - $24.7K
|
10.4K
$543K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.83K- 7.89% |
$144K - $163K
|
33K
$1.72M
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.68K+ 2.75% |
$85.4K - $96.8K
|
62.6K
$3.26M
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-4.64K- 18.45% |
$236K - $268K
|
20.5K
$1.07M
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-227- 13.29% |
$11.6K - $13.1K
|
1.48K
$77.2K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10K+ 18.55% |
$512K - $581K
|
64.2K
$3.35M
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5.12K+ 1.94% |
$261K - $296K
|
269K
$14M
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
341K+ 4254.37% |
$17.4M - $19.7M
|
349K
$18.2M
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.07K- 2.69% |
$54.5K - $61.7K
|
38.6K
$2.01M
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-316- 0.21% |
$16.1K - $18.3K
|
153K
$7.98M
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.01K+ 1.47% |
$51.6K - $58.5K
|
69.9K
$3.64M
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
115+ 1.61% |
$5.86K - $6.65K
|
7.25K
$378K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-396- 3.07% |
$20.2K - $22.9K
|
12.5K
$651K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
15+ 0.12% |
$765 - $867
|
12.6K
$654K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
591+ 0.25% |
$30.1K - $34.2K
|
233K
$12.1M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
91.1K+ 210.58% |
$4.64M - $5.27M
|
134K
$7M
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
231+ 0.34% |
$11.8K - $13.4K
|
68.2K
$3.55M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.98K- 4.23% |
$152K - $172K
|
67.4K
$3.51M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
14.9K+ 1.99% |
$758K - $859K
|
760K
$39.6M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
70.2KNew |
$3.58M - $4.06M
|
70.2K
$3.66M
|