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 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-45- 1.19% |
$4.49K - $4.96K
|
3.74K
$457K
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
55+ 0.11% |
$5.49K - $6.06K
|
48.2K
$5.88M
|
|
| Q4 2023 | |||||||
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.03K+ 179.62% |
$357K - $411K
|
6.27K
$766K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.2KNew |
$195K - $225K
|
2.2K
$269K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
732New |
$64.8K - $74.8K
|
732
$89.4K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-500- 11.87% |
$44.3K - $51.1K
|
3.71K
$453K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
407+ 10175.0% |
$36.1K - $41.6K
|
411
$50.2K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
877New |
$77.7K - $89.6K
|
877
$107K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
2KNew |
$177K - $204K
|
2K
$244K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
170New |
$15.1K - $17.4K
|
170
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-890- 24.72% |
$78.8K - $90.9K
|
2.71K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.51KNew |
$223K - $257K
|
2.51K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-284- 10.5% |
$25.2K - $29K
|
2.42K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
75K+ 49.34% |
$6.64M - $7.66M
|
227K
$27.7M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-50.4K- 15.18% |
$4.47M - $5.15M
|
282K
$34.4M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
101KNew |
$8.98M - $10.4M
|
101K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.6KNew |
$142K - $163K
|
1.6K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-8.61K- 39.75% |
$763K - $880K
|
13.1K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
457KNew |
$40.5M - $46.7M
|
457K
$55.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-777- 61.23% |
$68.8K - $79.4K
|
492
$60.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.55KNew |
$580K - $669K
|
6.55K
$799K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
532New |
$47.1K - $54.3K
|
532
$65K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.28KNew |
$202K - $233K
|
2.28K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.81KNew |
$338K - $389K
|
3.81K
$465K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2K+ 15.61% |
$177K - $204K
|
14.8K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.01KNew |
$178K - $205K
|
2.01K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.17KNew |
$192K - $221K
|
2.17K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$106K - $122K
|
1.2K
$146K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-180- 4.75% |
$15.9K - $18.4K
|
3.61K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
295KNew |
$26.1M - $30.1M
|
295K
$36M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
24.4KNew |
$2.16M - $2.49M
|
24.4K
$2.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75New |
$6.64K - $7.66K
|
75
$9.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
4.11KNew |
$364K - $420K
|
4.11K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
291New |
$25.8K - $29.7K
|
291
$35.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.51KNew |
$754K - $869K
|
8.51K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
10.9K+ 0.95% |
$969K - $1.12M
|
1.16M
$142M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-66- 0.92% |
$5.85K - $6.74K
|
7.12K
$870K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.59% |
$1.15K - $1.33K
|
2.22K
$271K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7.3KNew |
$647K - $746K
|
7.3K
$892K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
7.59KNew |
$673K - $776K
|
7.59K
$927K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-921- 1.53% |
$81.6K - $94.1K
|
59.4K
$7.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-253- 1.26% |
$22.4K - $25.8K
|
19.8K
$2.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 0.47% |
$443 - $511
|
1.06K
$129K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38New |
$3.37K - $3.88K
|
38
$4.64K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.1KNew |
$186K - $214K
|
2.1K
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8- 0.04% |
$709 - $817
|
22.8K
$2.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
106New |
$9.39K - $10.8K
|
106
$12.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-210- 7.61% |
$18.6K - $21.5K
|
2.55K
$311K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.86% |
$266 - $306
|
353
$43.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
726+ 264.0% |
$64.3K - $74.2K
|
1K
$122K
|
|