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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
75.6K+ 269.15% |
$5.86M - $6.79M
|
104K
$12.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.39KNew |
$262K - $304K
|
3.39K
$414K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
8.26KNew |
$640K - $742K
|
8.26K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-225- 7.2% |
$17.4K - $20.2K
|
2.9K
$354K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
60New |
$4.65K - $5.39K
|
60
$7.33K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
17.5KNew |
$1.36M - $1.57M
|
17.5K
$2.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
SELL
|
- |
-20.2K- 93.85% |
$1.57M - $1.82M
|
1.33K
$162K
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
258KNew |
$20M - $23.1M
|
258K
$31.5M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.6KNew |
$1.13M - $1.31M
|
14.6K
$1.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
95+ 3.4% |
$7.36K - $8.53K
|
2.89K
$353K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
24New |
$1.86K - $2.16K
|
24
$2.93K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
875New |
$67.8K - $78.6K
|
875
$107K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.8KNew |
$760K - $880K
|
9.8K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
76New |
$5.89K - $6.82K
|
76
$9.28K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-276- 68.66% |
$21.4K - $24.8K
|
126
$15.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
4.73KNew |
$367K - $425K
|
4.73K
$578K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20New |
$1.55K - $1.8K
|
20
$2.44K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.46KNew |
$346K - $401K
|
4.46K
$545K
|
|
|
Feb 03, 2023
Q4 2022
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
211KNew |
$16.3M - $18.9M
|
211K
$25.8M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$1.02M - $1.18M
|
13.1K
$1.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
572New |
$44.3K - $51.4K
|
572
$69.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.81K- 89.21% |
$218K - $253K
|
340
$41.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-182- 1.02% |
$14.1K - $16.3K
|
17.7K
$2.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Highlander Partners, L.P.
|
BUY
|
- |
2.36KNew |
$183K - $212K
|
2.36K
$288K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
3.64KNew |
$282K - $327K
|
3.64K
$444K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
594+ 61.24% |
$46K - $53.3K
|
1.56K
$191K
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2.49KNew |
$193K - $223K
|
2.49K
$304K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
13.8KNew |
$1.07M - $1.24M
|
13.8K
$1.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.35K- 33.1% |
$182K - $211K
|
4.75K
$580K
|
|
|
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
14.6KNew |
$1.13M - $1.31M
|
14.6K
$1.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
257KNew |
$19.9M - $23.1M
|
257K
$31.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.37KNew |
$416K - $482K
|
5.37K
$655K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
2.85KNew |
$221K - $256K
|
2.85K
$348K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
3.2KNew |
$248K - $287K
|
3.2K
$391K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.42KNew |
$497K - $576K
|
6.42K
$783K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
58.5K+ 27.41% |
$4.54M - $5.25M
|
272K
$33.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
142+ 29.1% |
$11K - $12.8K
|
630
$76.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.9K+ 218.82% |
$848K - $982K
|
15.9K
$1.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.3K- 58.27% |
$255K - $296K
|
2.36K
$288K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
11.1KNew |
$862K - $998K
|
11.1K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
450+ 6.92% |
$34.9K - $40.4K
|
6.95K
$849K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.94KNew |
$383K - $443K
|
4.94K
$603K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.64KNew |
$205K - $237K
|
2.64K
$322K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
29New |
$2.25K - $2.6K
|
29
$3.54K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
326+ 10.21% |
$25.3K - $29.3K
|
3.52K
$430K
|
|
| Q3 2022 | |||||||
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
463New |
$36K - $42.9K
|
463
$56.5K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
249New |
$19.4K - $23.1K
|
249
$30.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.71KNew |
$133K - $158K
|
1.71K
$209K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
60New |
$4.67K - $5.56K
|
60
$7.33K
|
|