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 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.1K- 8.92% |
$914K - $974K
|
103K
$14.5M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
21.6KNew |
$1.95M - $2.08M
|
21.6K
$3.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-34.6K- 55.41% |
$3.13M - $3.34M
|
27.9K
$3.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.2KNew |
$109K - $116K
|
1.2K
$168K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-128- 4.69% |
$11.6K - $12.3K
|
2.6K
$365K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-18- 31.03% |
$1.63K - $1.73K
|
40
$5.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
100+ 1.0% |
$9.05K - $9.64K
|
10.1K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-473- 7.04% |
$42.8K - $45.6K
|
6.24K
$874K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-50K- 8.83% |
$4.53M - $4.82M
|
517K
$72.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.03K- 28.95% |
$93.2K - $99.3K
|
2.53K
$354K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
54New |
$4.89K - $5.2K
|
54
$7.56K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.66K- 13.42% |
$150K - $160K
|
10.7K
$1.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.97KNew |
$269K - $286K
|
2.97K
$416K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
152+ 6.62% |
$13.8K - $14.6K
|
2.45K
$343K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.37K- 45.73% |
$305K - $325K
|
4K
$560K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.61KNew |
$327K - $348K
|
3.61K
$506K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
391+ 3.76% |
$35.4K - $37.7K
|
10.8K
$1.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.98% |
$453 - $482
|
514
$72K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5- 0.36% |
$453 - $482
|
1.37K
$191K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.48K+ 2.03% |
$134K - $143K
|
74.6K
$10.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 3.89% |
$428K - $455K
|
117K
$16.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.7KNew |
$245K - $261K
|
2.7K
$379K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
317New |
$28.7K - $30.5K
|
317
$44.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-86- 1.51% |
$7.78K - $8.29K
|
5.61K
$786K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1New |
$90.5 - $96.4
|
1
$140
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1MNew |
$84.9M - $92.9M
|
1M
$140M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
351KNew |
$29.8M - $32.7M
|
351K
$49.2M
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.29KNew |
$194K - $213K
|
2.29K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 10.64% |
$42.5K - $46.5K
|
4.2K
$588K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
8.3KNew |
$705K - $771K
|
8.3K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-70.6K- 96.9% |
$6M - $6.56M
|
2.26K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-325- 4.68% |
$27.6K - $30.2K
|
6.63K
$928K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.71KNew |
$315K - $344K
|
3.71K
$519K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 101.59% |
$97.9K - $107K
|
2.29K
$321K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6- 28.57% |
$509 - $558
|
15
$2.1K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
556KNew |
$47.2M - $51.7M
|
556K
$77.9M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.64KNew |
$224K - $246K
|
2.64K
$370K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
286New |
$24.3K - $26.6K
|
286
$40.1K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-20K- 61.96% |
$1.7M - $1.86M
|
12.3K
$1.72M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
92New |
$7.81K - $8.55K
|
92
$12.9K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$84.9 - $92.9
|
2.59K
$363K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.32KNew |
$791K - $866K
|
9.32K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11.1KNew |
$943K - $1.03M
|
11.1K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$84.9 - $92.9
|
355
$49.7K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-73- 28.85% |
$6.2K - $6.78K
|
180
$25.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-173- 0.85% |
$14.7K - $16.1K
|
20.2K
$2.83M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.35KNew |
$200K - $218K
|
2.35K
$329K
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-213- 8.2% |
$18.1K - $19.8K
|
2.39K
$334K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
325New |
$27.6K - $30.2K
|
325
$45.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.22KNew |
$188K - $206K
|
2.22K
$311K
|
|