Latest Institutional Purchases of Ishares Msci Acwi ETF (ACWI)
This list provides information on the latest institutional transactions involving Ishares Msci Acwi ETF (ACWI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
55+ 0.11% |
$5.49K - $6.06K
|
48.2K
$5.6M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
37New |
$3.69K - $4.08K
|
37
$4.31K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
27New |
$2.69K - $2.97K
|
27
$3.14K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
12+ 0.44% |
$1.2K - $1.32K
|
2.73K
$317K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$99.8 - $110
|
1
$116
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
457KNew |
$40.5M - $46.7M
|
457K
$53.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
295KNew |
$26.1M - $30.1M
|
295K
$34.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
102KNew |
$8.99M - $10.4M
|
102K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
101KNew |
$8.98M - $10.4M
|
101K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
75K+ 49.34% |
$6.64M - $7.66M
|
227K
$26.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
24.4KNew |
$2.16M - $2.49M
|
24.4K
$2.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
22.9K+ 691.41% |
$2.03M - $2.34M
|
26.3K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22.1KNew |
$1.96M - $2.26M
|
22.1K
$2.58M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
19.9K+ 277.12% |
$1.76M - $2.03M
|
27K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$1.74M - $2.01M
|
19.7K
$2.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
11.1KNew |
$979K - $1.13M
|
11.1K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
10.9K+ 0.95% |
$969K - $1.12M
|
1.16M
$135M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.51KNew |
$754K - $869K
|
8.51K
$990K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
8.47KNew |
$750K - $865K
|
8.47K
$985K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
7.59KNew |
$673K - $776K
|
7.59K
$883K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7.3KNew |
$647K - $746K
|
7.3K
$850K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.55KNew |
$580K - $669K
|
6.55K
$762K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
4.37KNew |
$387K - $446K
|
4.37K
$509K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
4.11KNew |
$364K - $420K
|
4.11K
$478K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.03K+ 179.62% |
$357K - $411K
|
6.27K
$730K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.86KNew |
$342K - $394K
|
3.86K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.81KNew |
$338K - $389K
|
3.81K
$443K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
3.46KNew |
$307K - $354K
|
3.46K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.86KNew |
$254K - $292K
|
2.86K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.65KNew |
$234K - $270K
|
2.65K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.51KNew |
$223K - $257K
|
2.51K
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.47KNew |
$218K - $252K
|
2.47K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.28KNew |
$202K - $233K
|
2.28K
$265K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.2KNew |
$195K - $225K
|
2.2K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.17KNew |
$192K - $221K
|
2.17K
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.1KNew |
$186K - $214K
|
2.1K
$244K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.08KNew |
$184K - $213K
|
2.08K
$242K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.08KNew |
$184K - $212K
|
2.08K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.01KNew |
$178K - $205K
|
2.01K
$233K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
2KNew |
$177K - $204K
|
2K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2K+ 15.61% |
$177K - $204K
|
14.8K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.6KNew |
$142K - $163K
|
1.6K
$186K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$106K - $122K
|
1.2K
$139K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
877New |
$77.7K - $89.6K
|
877
$102K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
732New |
$64.8K - $74.8K
|
732
$85.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
726+ 264.0% |
$64.3K - $74.2K
|
1K
$116K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
594New |
$52.6K - $60.7K
|
594
$69.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
552New |
$48.9K - $56.4K
|
552
$64.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
535New |
$47.4K - $54.7K
|
535
$62.3K
|
|