Latest Institutional Purchases of Ishares Msci Acwi Ex Us ETF (ACWX)
This list provides information on the latest institutional transactions involving Ishares Msci Acwi Ex Us ETF (ACWX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
150+ 3.81% |
$7.67K - $8.27K
|
4.09K
$220K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
115+ 1.49% |
$5.88K - $6.34K
|
7.84K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
109+ 1.49% |
$5.58K - $6.01K
|
7.42K
$399K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
93+ 2.06% |
$4.76K - $5.13K
|
4.6K
$247K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
71+ 1.51% |
$3.63K - $3.91K
|
4.76K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
64+ 1.49% |
$3.27K - $3.53K
|
4.36K
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
61New |
$3.12K - $3.36K
|
61
$3.28K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
60+ 1.49% |
$3.07K - $3.31K
|
4.08K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
59+ 0.08% |
$3.02K - $3.25K
|
75.3K
$4.05M
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
56+ 0.66% |
$2.86K - $3.09K
|
8.58K
$461K
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
50+ 0.99% |
$2.56K - $2.76K
|
5.11K
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
45+ 0.42% |
$2.3K - $2.48K
|
10.9K
$584K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
17+ 0.22% |
$870 - $937
|
7.67K
$412K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
16+ 0.34% |
$819 - $882
|
4.7K
$253K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
12+ 0.1% |
$614 - $661
|
11.7K
$629K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 1.41% |
$358 - $386
|
504
$27.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.16% |
$307 - $331
|
3.77K
$203K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.52% |
$102 - $110
|
383
$20.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 2.2% |
$102 - $110
|
93
$5K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 1.72% |
$51.2 - $55.1
|
59
$3.17K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 3.23% |
$51.2 - $55.1
|
32
$1.72K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
77.4KNew |
$3.79M - $4.13M
|
77.4K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
62.3KNew |
$3.05M - $3.33M
|
62.3K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
58.9KNew |
$2.88M - $3.15M
|
58.9K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
40KNew |
$1.96M - $2.14M
|
40K
$2.15M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.9KNew |
$1.07M - $1.17M
|
21.9K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
11.1KNew |
$543K - $592K
|
11.1K
$596K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
5.39KNew |
$264K - $288K
|
5.39K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.84KNew |
$237K - $258K
|
4.84K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.28KNew |
$209K - $228K
|
4.28K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
4.14KNew |
$202K - $221K
|
4.14K
$222K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.58KNew |
$126K - $138K
|
2.58K
$139K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.41KNew |
$68.9K - $75.2K
|
1.41K
$75.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.28KNew |
$62.5K - $68.2K
|
1.28K
$68.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.23K+ 17.28% |
$60.1K - $65.6K
|
8.33K
$448K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
751+ 84.67% |
$36.8K - $40.1K
|
1.64K
$88.1K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
730+ 3.77% |
$35.7K - $39K
|
20.1K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
395New |
$19.3K - $21.1K
|
395
$21.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
196+ 2.52% |
$9.6K - $10.5K
|
7.98K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
138New |
$6.76K - $7.37K
|
138
$7.42K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
52New |
$2.55K - $2.78K
|
52
$2.8K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39New |
$1.91K - $2.08K
|
39
$2.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
341KNew |
$15.3M - $17.4M
|
341K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
295K+ 3588.19% |
$13.3M - $15M
|
303K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
274KNew |
$12.3M - $14M
|
274K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
151KNew |
$6.77M - $7.69M
|
151K
$8.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
114KNew |
$5.14M - $5.83M
|
114K
$6.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
62.3K+ 622.35% |
$2.8M - $3.18M
|
72.3K
$3.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
44.1KNew |
$1.98M - $2.25M
|
44.1K
$2.37M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40.6K+ 405.47% |
$1.82M - $2.07M
|
50.6K
$2.72M
|
|