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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
93+ 2.06% |
$4.76K - $5.13K
|
4.6K
$242K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
928+ 19.78% |
$47.5K - $51.1K
|
5.62K
$296K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.48K- 13.76% |
$127K - $136K
|
15.5K
$816K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
960+ 1.45% |
$49.1K - $52.9K
|
67.1K
$3.53M
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-340- 2.09% |
$16.6K - $18.2K
|
15.9K
$837K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.41KNew |
$68.9K - $75.2K
|
1.41K
$74K
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
77.4KNew |
$3.79M - $4.13M
|
77.4K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
40KNew |
$1.96M - $2.14M
|
40K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.36K- 81.86% |
$312K - $340K
|
1.41K
$74.2K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.1K- 11.56% |
$53.8K - $58.7K
|
8.4K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-326- 39.23% |
$16K - $17.4K
|
505
$26.6K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 68.67% |
$498K - $543K
|
4.64K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
62.3KNew |
$3.05M - $3.33M
|
62.3K
$3.27M
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
4.14KNew |
$202K - $221K
|
4.14K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-137- 45.21% |
$6.71K - $7.32K
|
166
$8.73K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-41.5K- 3.92% |
$2.03M - $2.22M
|
1.02M
$53.6M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-654- 7.53% |
$32K - $34.9K
|
8.03K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
5.39KNew |
$264K - $288K
|
5.39K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.38K- 4.53% |
$263K - $287K
|
113K
$5.96M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.28KNew |
$209K - $228K
|
4.28K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-7.17K- 54.57% |
$351K - $383K
|
5.97K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
138New |
$6.76K - $7.37K
|
138
$7.26K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
58.9KNew |
$2.88M - $3.15M
|
58.9K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.19K- 97.84% |
$303K - $331K
|
137
$7.2K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-314- 32.67% |
$15.4K - $16.8K
|
647
$34K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.84KNew |
$237K - $258K
|
4.84K
$254K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
52New |
$2.55K - $2.78K
|
52
$2.73K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-14K- 47.15% |
$687K - $750K
|
15.7K
$828K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.9KNew |
$1.07M - $1.17M
|
21.9K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-150- 3.65% |
$7.34K - $8.01K
|
3.97K
$209K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
730+ 3.77% |
$35.7K - $39K
|
20.1K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2- 50.0% |
$97.9 - $107
|
2
$105
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-74- 34.42% |
$3.62K - $3.95K
|
141
$7.42K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39New |
$1.91K - $2.08K
|
39
$2.05K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-800- 1.05% |
$39.2K - $42.7K
|
75.6K
$3.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
395New |
$19.3K - $21.1K
|
395
$20.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-400- 8.9% |
$19.6K - $21.4K
|
4.1K
$215K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
196+ 2.52% |
$9.6K - $10.5K
|
7.98K
$419K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.23K+ 17.28% |
$60.1K - $65.6K
|
8.33K
$438K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.28KNew |
$62.5K - $68.2K
|
1.28K
$67.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.58KNew |
$126K - $138K
|
2.58K
$136K
|
|
|
Apr 19, 2024
Q1 2024
|
Mad River Investors
|
SELL
|
- |
-378- 4.65% |
$18.5K - $20.2K
|
7.75K
$407K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-9K- 16.5% |
$441K - $481K
|
45.5K
$2.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 15.79% |
$110K - $120K
|
12K
$631K
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-545K- 31.93% |
$26.7M - $29.1M
|
1.16M
$61M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
11.1KNew |
$543K - $592K
|
11.1K
$583K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
751+ 84.67% |
$36.8K - $40.1K
|
1.64K
$86.1K
|
|
| Q4 2023 | |||||||
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.52K+ 10.77% |
$158K - $180K
|
36.2K
$1.91M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
28.5KNew |
$1.28M - $1.45M
|
28.5K
$1.5M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.65KNew |
$209K - $238K
|
4.65K
$245K
|
|