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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
16KNew |
$720K - $817K
|
16K
$975K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$526K - $596K
|
11.7K
$712K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.97KNew |
$404K - $458K
|
8.97K
$547K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.29K+ 15.35% |
$373K - $423K
|
62.3K
$3.8M
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.72KNew |
$347K - $394K
|
7.72K
$470K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
6.55KNew |
$294K - $334K
|
6.55K
$399K
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
5.39KNew |
$242K - $275K
|
5.39K
$328K
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$230K - $261K
|
5.11K
$311K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.65KNew |
$209K - $238K
|
4.65K
$284K
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.57KNew |
$205K - $233K
|
4.57K
$278K
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.02KNew |
$181K - $205K
|
4.02K
$245K
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
3.93KNew |
$177K - $201K
|
3.93K
$239K
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.48KNew |
$111K - $126K
|
2.48K
$151K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.39K+ 3.01% |
$62.6K - $71K
|
47.6K
$2.9M
|
|
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
$100K
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
81+ 1.38% |
$3.64K - $4.13K
|
5.96K
$363K
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 1.22% |
$225 - $255
|
414
$25.2K
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
3+ 1.84% |
$135 - $153
|
166
$10.1K
|
|
Q3 2023 | |||||||
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
105KNew |
$4.9M - $5.35M
|
105K
$6.38M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
40.9KNew |
$1.91M - $2.09M
|
40.9K
$2.49M
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
16.2KNew |
$759K - $830K
|
16.2K
$989K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.7K+ 7.07% |
$548K - $599K
|
177K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.51KNew |
$258K - $282K
|
5.51K
$335K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.16KNew |
$148K - $162K
|
3.16K
$193K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.81K+ 5.58% |
$131K - $144K
|
53.1K
$3.24M
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
1.92KNew |
$90K - $98.4K
|
1.92K
$117K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
882New |
$41.3K - $45.1K
|
882
$53.7K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
401New |
$18.8K - $20.5K
|
401
$24.4K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
401+ 49.32% |
$18.8K - $20.5K
|
1.21K
$74K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
345New |
$16.1K - $17.6K
|
345
$21K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
80New |
$3.74K - $4.09K
|
80
$4.87K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
68+ 971.43% |
$3.18K - $3.48K
|
75
$4.57K
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
BUY
|
- |
38+ 0.8% |
$1.78K - $1.94K
|
4.76K
$290K
|
|
Q2 2023 | |||||||
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
150KNew |
$7.17M - $7.53M
|
150K
$9.14M
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
112KNew |
$5.37M - $5.63M
|
112K
$6.84M
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9.51K+ 3.71% |
$455K - $477K
|
266K
$16.2M
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
8.28K+ 4.33% |
$396K - $416K
|
199K
$12.2M
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
7.89K+ 3.84% |
$377K - $396K
|
213K
$13M
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.72KNew |
$274K - $287K
|
5.72K
$349K
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
4.99KNew |
$238K - $250K
|
4.99K
$304K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.62KNew |
$77.3K - $81.1K
|
1.62K
$98.5K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
286New |
$13.7K - $14.4K
|
286
$17.4K
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.15% |
$1.39K - $1.46K
|
19.4K
$1.18M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$430 - $452
|
9
$548
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
299KNew |
$13.7M - $15M
|
299K
$18.2M
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
16.8K+ 22.48% |
$771K - $842K
|
91.7K
$5.59M
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
13.7KNew |
$628K - $686K
|
13.7K
$836K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8KNew |
$366K - $400K
|
8K
$487K
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 35.58% |
$216K - $236K
|
18K
$1.1M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.64KNew |
$213K - $232K
|
4.64K
$283K
|