Latest Institutional Transactions on Ishares Msci Acwi ETF (ACWI)
This table provides information on the latest institutional transactions involving Ishares Msci Acwi ETF (ACWI) 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-236- 1.47% |
$27.2K - $29.3K
|
15.8K
$1.76M
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.31K- 26.43% |
$726K - $783K
|
17.6K
$1.96M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-999- 4.67% |
$115K - $124K
|
20.4K
$2.27M
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-721- 7.43% |
$83K - $89.5K
|
8.98K
$1M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.5K- 36.16% |
$978K - $1.05M
|
15K
$1.67M
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-181- 14.13% |
$20.8K - $22.5K
|
1.1K
$123K
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-7.51K- 80.19% |
$865K - $932K
|
1.86K
$207K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-993- 9.43% |
$114K - $123K
|
9.54K
$1.06M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.87KNew |
$561K - $604K
|
4.87K
$542K
|
|
Apr 17, 2025
Q1 2025
|
P/E Global LLC
|
SELL
|
- |
-27.9K- 1.25% |
$3.21M - $3.46M
|
2.2M
$245M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
96+ 2.88% |
$11.1K - $11.9K
|
3.43K
$382K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.59K+ 11.29% |
$183K - $197K
|
15.6K
$1.74M
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.3K- 34.69% |
$150K - $161K
|
2.45K
$273K
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-115K- 74.67% |
$13.2M - $14.3M
|
39K
$4.34M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.26K- 1.16% |
$375K - $405K
|
277K
$30.8M
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.23K+ 54.34% |
$142K - $153K
|
3.5K
$390K
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
362+ 1.75% |
$41.7K - $44.9K
|
21.1K
$2.35M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.62K+ 5.75% |
$532K - $574K
|
85K
$9.47M
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-113- 0.31% |
$13K - $14K
|
36.4K
$4.06M
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-8.3K- 68.09% |
$956K - $1.03M
|
3.89K
$433K
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-522- 10.63% |
$60.1K - $64.8K
|
4.39K
$489K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
165New |
$19K - $20.5K
|
165
$18.4K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
467+ 25.26% |
$53.8K - $58K
|
2.32K
$258K
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-74- 92.5% |
$8.52K - $9.19K
|
6
$668
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-265- 2.45% |
$30.5K - $32.9K
|
10.5K
$1.17M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-199- 1.35% |
$22.9K - $24.7K
|
14.5K
$1.62M
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-182- 4.65% |
$21K - $22.6K
|
3.73K
$416K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-668- 1.31% |
$76.9K - $82.9K
|
50.3K
$5.6M
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
29+ 0.12% |
$3.34K - $3.6K
|
23.3K
$2.59M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-777- 0.89% |
$89.5K - $96.4K
|
86.2K
$9.6M
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
358+ 1.48% |
$41.2K - $44.4K
|
24.6K
$2.74M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-68- 1.11% |
$7.83K - $8.44K
|
6.03K
$672K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.05K+ 5.78% |
$120K - $130K
|
19.1K
$2.13M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.39K+ 15.57% |
$276K - $297K
|
17.8K
$1.98M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 4.06% |
$12K - $12.9K
|
2.46K
$274K
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-185- 1.52% |
$21.3K - $23K
|
12K
$1.34M
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3- 0.03% |
$345 - $372
|
10.2K
$1.13M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.62K+ 139.15% |
$301K - $325K
|
4.5K
$501K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
61+ 54.95% |
$7.02K - $7.57K
|
172
$19.2K
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.07K+ 2.54% |
$123K - $133K
|
43.1K
$4.8M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-209- 4.85% |
$24.1K - $25.9K
|
4.1K
$457K
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-4.32K- 5.09% |
$498K - $537K
|
80.6K
$8.98M
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-144- 1.73% |
$16.6K - $17.9K
|
8.17K
$911K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$251K - $270K
|
2.18K
$243K
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-47.4K- 94.56% |
$5.46M - $5.88M
|
2.73K
$304K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-435- 17.86% |
$50.1K - $54K
|
2K
$223K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
894+ 41.5% |
$103K - $111K
|
3.05K
$340K
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.02K+ 6.36% |
$118K - $127K
|
17.1K
$1.9M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-369- 0.52% |
$42.5K - $45.8K
|
70.4K
$7.85M
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-38- 1.05% |
$4.38K - $4.72K
|
3.58K
$398K
|