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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8New |
$936 - $984
|
8
$1.12K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.39K+ 139.51% |
$279K - $294K
|
4.1K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
67.9KNew |
$7.94M - $8.35M
|
67.9K
$9.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.17K+ 3.18% |
$136K - $143K
|
37.8K
$5.3M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-255- 11.31% |
$29.8K - $31.4K
|
2K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
128+ 2.17% |
$15K - $15.7K
|
6.02K
$843K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-63- 2.6% |
$7.37K - $7.75K
|
2.36K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-100- 2.26% |
$11.7K - $12.3K
|
4.32K
$605K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9.19KNew |
$1.08M - $1.13M
|
9.19K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.54K+ 47.99% |
$414K - $436K
|
10.9K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
339New |
$39.7K - $41.7K
|
339
$47.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.74% |
$585 - $615
|
682
$95.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$1.17K - $1.23K
|
10
$1.4K
|
|
| Q3 2024 | |||||||
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
680+ 17.29% |
$72.9K - $81.5K
|
4.61K
$646K
|
|
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 1.13% |
$643 - $719
|
527
$73.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 4.05% |
$1.07K - $1.2K
|
257
$36K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.47K- 59.6% |
$265K - $296K
|
1.68K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
94.9KNew |
$10.2M - $11.4M
|
94.9K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.69KNew |
$289K - $323K
|
2.69K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
960New |
$103K - $115K
|
960
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
70.8KNew |
$7.6M - $8.49M
|
70.8K
$9.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-695K- 54.02% |
$74.5M - $83.3M
|
592K
$82.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
4.8KNew |
$515K - $575K
|
4.8K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
260New |
$27.9K - $31.2K
|
260
$36.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.35KNew |
$252K - $282K
|
2.35K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
57+ 190.0% |
$6.11K - $6.83K
|
87
$12.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
257New |
$27.6K - $30.8K
|
257
$36K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
300+ 15.79% |
$32.2K - $36K
|
2.2K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1+ 0.94% |
$107 - $120
|
107
$15K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.97K- 90.29% |
$533K - $595K
|
534
$74.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.75KNew |
$188K - $210K
|
1.75K
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-58- 98.31% |
$6.22K - $6.95K
|
1
$140
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
562New |
$60.3K - $67.4K
|
562
$78.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-3.6K- 22.16% |
$386K - $432K
|
12.7K
$1.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.08KNew |
$116K - $129K
|
1.08K
$151K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
CALL |
28.4K+ 57.03% |
$3.05M - $3.4M
|
78.2K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.1KNew |
$118K - $132K
|
1.1K
$154K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-16- 17.58% |
$1.72K - $1.92K
|
75
$10.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
44.9KNew |
$4.81M - $5.38M
|
44.9K
$6.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-317- 9.29% |
$34K - $38K
|
3.1K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.8K- 2.4% |
$515K - $575K
|
195K
$27.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.82KNew |
$409K - $457K
|
3.82K
$535K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-400- 1.89% |
$42.9K - $47.9K
|
20.8K
$2.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.76K- 3.45% |
$618K - $690K
|
161K
$22.6M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
18.4K+ 105.02% |
$1.97M - $2.2M
|
35.8K
$5.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
138K+ 83.55% |
$14.8M - $16.6M
|
304K
$42.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.3KNew |
$139K - $155K
|
1.3K
$181K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.18K+ 51.98% |
$127K - $142K
|
3.46K
$484K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-86.4K- 30.86% |
$9.27M - $10.4M
|
194K
$27.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-2.95K- 40.59% |
$316K - $353K
|
4.31K
$604K
|
|