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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
947New |
$98.1K - $122K
|
947
$133K
|
|
|
Aug 12, 2025
Q2 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
75+ 15.31% |
$7.77K - $9.65K
|
565
$79.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
46+ 0.52% |
$4.77K - $5.92K
|
8.86K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
248+ 20.75% |
$25.7K - $31.9K
|
1.44K
$202K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-888- 0.98% |
$92K - $114K
|
89.6K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.46KNew |
$151K - $187K
|
1.46K
$204K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1New |
$104 - $129
|
1
$140
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
320+ 969.7% |
$33.1K - $41.2K
|
353
$49.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-383- 18.1% |
$39.7K - $49.3K
|
1.73K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
- |
2K+ 0.73% |
$207K - $257K
|
277K
$38.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
327+ 2.62% |
$33.9K - $42.1K
|
12.8K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-63.1K- 96.54% |
$6.53M - $8.11M
|
2.26K
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-11K- 62.44% |
$1.14M - $1.41M
|
6.61K
$926K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-126- 6.84% |
$13.1K - $16.2K
|
1.72K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.4KNew |
$1.69M - $2.1M
|
16.4K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
675New |
$69.9K - $86.8K
|
675
$94.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-114- 43.35% |
$11.8K - $14.7K
|
149
$20.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
89+ 0.77% |
$9.22K - $11.4K
|
11.6K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-120- 2.44% |
$12.4K - $15.4K
|
4.81K
$673K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5+ 0.85% |
$518 - $643
|
596
$83.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.18K- 12.5% |
$226K - $281K
|
15.3K
$2.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.64K- 38.52% |
$169K - $210K
|
2.61K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-146- 71.57% |
$15.1K - $18.8K
|
58
$8.12K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.03KNew |
$624K - $775K
|
6.03K
$844K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.7K- 16.09% |
$176K - $218K
|
8.84K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.44KNew |
$875K - $1.09M
|
8.44K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-21- 0.73% |
$2.18K - $2.7K
|
2.85K
$400K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
476+ 16.22% |
$49.3K - $61.2K
|
3.41K
$478K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-27.6K- 11.72% |
$2.86M - $3.55M
|
208K
$29.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-35- 0.48% |
$3.63K - $4.5K
|
7.19K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.06K- 32.84% |
$109K - $136K
|
2.16K
$303K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
18+ 0.76% |
$1.86K - $2.31K
|
2.4K
$336K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
650+ 3.35% |
$67.3K - $83.6K
|
20K
$2.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
817+ 17.14% |
$84.6K - $105K
|
5.58K
$782K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.32K- 38.12% |
$137K - $170K
|
2.15K
$301K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
61+ 1.28% |
$6.32K - $7.84K
|
4.82K
$675K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
786New |
$81.4K - $101K
|
786
$110K
|
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.41KNew |
$146K - $182K
|
1.41K
$198K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.65KNew |
$170K - $212K
|
1.65K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
29+ 0.78% |
$3K - $3.73K
|
3.76K
$527K
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
26+ 0.11% |
$2.69K - $3.34K
|
24K
$3.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
67+ 0.77% |
$6.94K - $8.62K
|
8.72K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.72% |
$311 - $386
|
422
$59.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-60- 2.2% |
$6.22K - $7.72K
|
2.67K
$374K
|
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.67KNew |
$172K - $214K
|
1.67K
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-61- 35.47% |
$6.32K - $7.84K
|
111
$15.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$104 - $129
|
1.76K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
831+ 36.42% |
$86.1K - $107K
|
3.11K
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
4.61KNew |
$477K - $593K
|
4.61K
$646K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.46K+ 77.05% |
$359K - $445K
|
7.96K
$1.12M
|
|