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 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.01KNew |
$178K - $205K
|
2.01K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.17KNew |
$192K - $221K
|
2.17K
$304K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-180- 4.75% |
$15.9K - $18.4K
|
3.61K
$506K
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
295KNew |
$26.1M - $30.1M
|
295K
$41.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
24.4KNew |
$2.16M - $2.49M
|
24.4K
$3.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75New |
$6.64K - $7.66K
|
75
$10.5K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
291New |
$25.8K - $29.7K
|
291
$40.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.51KNew |
$754K - $869K
|
8.51K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
10.9K+ 0.95% |
$969K - $1.12M
|
1.16M
$163M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-66- 0.92% |
$5.85K - $6.74K
|
7.12K
$998K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7.3KNew |
$647K - $746K
|
7.3K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
7.59KNew |
$673K - $776K
|
7.59K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-921- 1.53% |
$81.6K - $94.1K
|
59.4K
$8.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-253- 1.26% |
$22.4K - $25.8K
|
19.8K
$2.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 0.47% |
$443 - $511
|
1.06K
$148K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38New |
$3.37K - $3.88K
|
38
$5.32K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.1KNew |
$186K - $214K
|
2.1K
$294K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8- 0.04% |
$709 - $817
|
22.8K
$3.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.86% |
$266 - $306
|
353
$49.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
726+ 264.0% |
$64.3K - $74.2K
|
1K
$140K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
3.46KNew |
$307K - $354K
|
3.46K
$485K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.08KNew |
$184K - $213K
|
2.08K
$292K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
535New |
$47.4K - $54.7K
|
535
$74.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-41- 5.33% |
$3.63K - $4.19K
|
728
$102K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
594New |
$52.6K - $60.7K
|
594
$83.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-595- 16.14% |
$52.7K - $60.8K
|
3.09K
$433K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
394New |
$34.9K - $40.2K
|
394
$55.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
233New |
$20.6K - $23.8K
|
233
$32.6K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
462New |
$40.9K - $47.2K
|
462
$64.7K
|
|
| Q3 2023 | |||||||
|
Oct 08, 2025
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
3.92KNew |
$360K - $389K
|
3.92K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.45K- 1.65% |
$134K - $144K
|
86.7K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-229K- 48.42% |
$21.1M - $22.8M
|
244K
$34.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.7KNew |
$432K - $467K
|
4.7K
$658K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.55K+ 4.23% |
$419K - $452K
|
112K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
157+ 38.77% |
$14.4K - $15.6K
|
562
$78.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.77K- 24.84% |
$347K - $375K
|
11.4K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
85New |
$7.82K - $8.45K
|
85
$11.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
50.5KNew |
$4.65M - $5.02M
|
50.5K
$7.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-3.08K- 13.47% |
$283K - $306K
|
19.8K
$2.77M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.1K- 3.61% |
$1.21M - $1.31M
|
351K
$49.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46New |
$4.23K - $4.57K
|
46
$6.44K
|
|
|
Oct 27, 2023
Q3 2023
|
Nationwide Asset Management LLC
|
SELL
|
- |
-2.89K- 1.45% |
$266K - $287K
|
196K
$27.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
19New |
$1.75K - $1.89K
|
19
$2.66K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-842- 9.82% |
$77.5K - $83.7K
|
7.73K
$1.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-11- 0.13% |
$1.01K - $1.09K
|
8.52K
$1.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.3KNew |
$672K - $726K
|
7.3K
$1.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
745+ 5.13% |
$68.6K - $74K
|
15.3K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
156+ 4.57% |
$14.4K - $15.5K
|
3.57K
$500K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-604- 7.61% |
$55.6K - $60K
|
7.33K
$1.03M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.1K- 8.92% |
$914K - $974K
|
103K
$14.5M
|
|