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 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2- 50.0% |
$97.9 - $107
|
2
$111
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-74- 34.42% |
$3.62K - $3.95K
|
141
$7.85K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39New |
$1.91K - $2.08K
|
39
$2.17K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-800- 1.05% |
$39.2K - $42.7K
|
75.6K
$4.21M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
395New |
$19.3K - $21.1K
|
395
$22K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-332- 6.6% |
$16.3K - $17.7K
|
4.7K
$262K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.23K+ 17.28% |
$60.1K - $65.6K
|
8.33K
$464K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
196+ 2.52% |
$9.6K - $10.5K
|
7.98K
$444K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-400- 8.9% |
$19.6K - $21.4K
|
4.1K
$228K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
585+ 0.54% |
$28.6K - $31.3K
|
110K
$6.1M
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.28KNew |
$62.5K - $68.2K
|
1.28K
$71.1K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.58KNew |
$126K - $138K
|
2.58K
$144K
|
|
Apr 19, 2024
Q1 2024
|
Mad River Investors
|
SELL
|
- |
-378- 4.65% |
$18.5K - $20.2K
|
7.75K
$431K
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-9K- 16.5% |
$441K - $481K
|
45.5K
$2.54M
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 15.79% |
$110K - $120K
|
12K
$668K
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-545K- 31.93% |
$26.7M - $29.1M
|
1.16M
$64.6M
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
11.1KNew |
$543K - $592K
|
11.1K
$617K
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
751+ 84.67% |
$36.8K - $40.1K
|
1.64K
$91.2K
|
|
Q4 2023 | |||||||
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-317- 24.07% |
$14.3K - $16.2K
|
1K
$55.7K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.65KNew |
$209K - $238K
|
4.65K
$259K
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.07K+ 185.91% |
$48.1K - $54.6K
|
1.64K
$91.6K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-288- 6.44% |
$13K - $14.7K
|
4.18K
$233K
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.48KNew |
$111K - $126K
|
2.48K
$138K
|
|
Feb 14, 2024
Q4 2023
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-108K- 62.13% |
$4.85M - $5.51M
|
65.8K
$3.66M
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
596+ 12.78% |
$26.8K - $30.4K
|
5.26K
$293K
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
151KNew |
$6.77M - $7.69M
|
151K
$8.39M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.13K+ 5.19% |
$95.6K - $108K
|
43K
$2.4M
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
295K+ 3588.19% |
$13.3M - $15M
|
303K
$16.9M
|
|
Feb 14, 2024
Q4 2023
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
341KNew |
$15.3M - $17.4M
|
341K
$19M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
6.55KNew |
$294K - $334K
|
6.55K
$365K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.19K+ 67.08% |
$368K - $418K
|
20.4K
$1.14M
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
10.9KNew |
$490K - $556K
|
10.9K
$607K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.5KNew |
$563K - $639K
|
12.5K
$697K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.4K- 61.52% |
$288K - $326K
|
4K
$223K
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
11.2KNew |
$503K - $571K
|
11.2K
$623K
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 1.22% |
$225 - $255
|
414
$23.1K
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$230K - $261K
|
5.11K
$285K
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.57KNew |
$205K - $233K
|
4.57K
$254K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$526K - $596K
|
11.7K
$651K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
114KNew |
$5.14M - $5.83M
|
114K
$6.36M
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
274KNew |
$12.3M - $14M
|
274K
$15.3M
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
81+ 1.38% |
$3.64K - $4.13K
|
5.96K
$332K
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4.05KNew |
$182K - $207K
|
4.05K
$226K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.97KNew |
$404K - $458K
|
8.97K
$500K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.57K+ 16.24% |
$70.8K - $80.3K
|
11.3K
$627K
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.43K+ 7.84% |
$379K - $430K
|
116K
$6.46M
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-63- 1.0% |
$2.83K - $3.22K
|
6.21K
$346K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
550+ 1.49% |
$24.7K - $28.1K
|
37.5K
$2.09M
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
19.2KNew |
$864K - $980K
|
19.2K
$1.07M
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
16KNew |
$720K - $817K
|
16K
$891K
|