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 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
391+ 3.76% |
$35.4K - $37.7K
|
10.8K
$1.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.98% |
$453 - $482
|
514
$62.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5- 0.36% |
$453 - $482
|
1.37K
$167K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.48K+ 2.03% |
$134K - $143K
|
74.6K
$9.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 3.89% |
$428K - $455K
|
117K
$14.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-218- 8.16% |
$19.7K - $21K
|
2.45K
$299K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.87KNew |
$260K - $276K
|
2.87K
$350K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.7KNew |
$245K - $261K
|
2.7K
$330K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
317New |
$28.7K - $30.5K
|
317
$38.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-86- 1.51% |
$7.78K - $8.29K
|
5.61K
$685K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1New |
$90.5 - $96.4
|
1
$122
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45New |
$3.82K - $4.18K
|
45
$5.5K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1MNew |
$84.9M - $92.9M
|
1M
$122M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
351KNew |
$29.8M - $32.7M
|
351K
$42.9M
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.29KNew |
$194K - $213K
|
2.29K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 10.64% |
$42.5K - $46.5K
|
4.2K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
8.3KNew |
$705K - $771K
|
8.3K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
133KNew |
$11.3M - $12.4M
|
133K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-70.6K- 96.9% |
$6M - $6.56M
|
2.26K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-325- 4.68% |
$27.6K - $30.2K
|
6.63K
$809K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-60- 92.31% |
$5.09K - $5.58K
|
5
$611
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.71KNew |
$315K - $344K
|
3.71K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 101.59% |
$97.9K - $107K
|
2.29K
$279K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
19.7KNew |
$1.67M - $1.83M
|
19.7K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6- 28.57% |
$509 - $558
|
15
$1.83K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
556KNew |
$47.2M - $51.7M
|
556K
$68M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.64KNew |
$224K - $246K
|
2.64K
$323K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
286New |
$24.3K - $26.6K
|
286
$34.9K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-20K- 61.96% |
$1.7M - $1.86M
|
12.3K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
92New |
$7.81K - $8.55K
|
92
$11.2K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$84.9 - $92.9
|
2.59K
$317K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.32KNew |
$791K - $866K
|
9.32K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11.1KNew |
$943K - $1.03M
|
11.1K
$1.36M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$84.9 - $92.9
|
355
$43.4K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-73- 28.85% |
$6.2K - $6.78K
|
180
$22K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-173- 0.85% |
$14.7K - $16.1K
|
20.2K
$2.47M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.35KNew |
$200K - $218K
|
2.35K
$287K
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-213- 8.2% |
$18.1K - $19.8K
|
2.39K
$291K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
325New |
$27.6K - $30.2K
|
325
$39.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.22KNew |
$188K - $206K
|
2.22K
$271K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.09KNew |
$263K - $288K
|
3.09K
$378K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
422+ 3.5% |
$35.8K - $39.2K
|
12.5K
$1.53M
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
3.64KNew |
$282K - $327K
|
3.64K
$444K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87New |
$6.74K - $7.81K
|
87
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
467New |
$36.2K - $41.9K
|
467
$57K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.74KNew |
$212K - $246K
|
2.74K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-23.2K- 2.38% |
$1.8M - $2.08M
|
950K
$116M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
21.1K+ 504.46% |
$1.63M - $1.89M
|
25.2K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
436New |
$33.8K - $39.2K
|
436
$53.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
4.16KNew |
$322K - $373K
|
4.16K
$508K
|
|