Latest Institutional Transactions on Ishares Msci Acwi Ex Us ETF (ACWX)
This table provides information on the latest institutional transactions involving Ishares Msci Acwi Ex Us ETF (ACWX) 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 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.29K+ 15.35% |
$373K - $423K
|
62.3K
$4.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.72KNew |
$347K - $394K
|
7.72K
$514K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
3.93KNew |
$177K - $201K
|
3.93K
$262K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-277- 3.37% |
$12.5K - $14.1K
|
7.95K
$529K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.4K- 34.39% |
$153K - $173K
|
6.48K
$431K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.3K- 90.23% |
$193K - $219K
|
465
$31K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.02KNew |
$181K - $205K
|
4.02K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-150- 30.12% |
$6.75K - $7.66K
|
348
$23.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-230- 4.37% |
$10.3K - $11.7K
|
5.04K
$335K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.39K+ 3.01% |
$62.6K - $71K
|
47.6K
$3.17M
|
|
| Q3 2023 | |||||||
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
68+ 971.43% |
$3.18K - $3.48K
|
75
$4.99K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
401New |
$18.8K - $20.5K
|
401
$26.7K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-746Closed |
$34.9K - $38.2K
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
105KNew |
$4.9M - $5.35M
|
105K
$6.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Kabouter Management, LLC
Chicago, IL |
SELL
|
- |
-186- 63.05% |
$8.7K - $9.51K
|
109
$7.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.51KNew |
$258K - $282K
|
5.51K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-425- 2.94% |
$19.9K - $21.7K
|
14K
$934K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-13- 0.64% |
$608 - $665
|
2.02K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-40.8K- 16.42% |
$1.91M - $2.09M
|
208K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-14.8K- 65.83% |
$691K - $755K
|
7.66K
$510K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
401+ 49.32% |
$18.8K - $20.5K
|
1.21K
$80.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
40.9KNew |
$1.91M - $2.09M
|
40.9K
$2.72M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.7K+ 7.07% |
$548K - $599K
|
177K
$11.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
80New |
$3.74K - $4.09K
|
80
$5.32K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-953- 14.4% |
$44.6K - $48.7K
|
5.67K
$377K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.66K- 1.24% |
$124K - $136K
|
212K
$14.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
882New |
$41.3K - $45.1K
|
882
$58.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-13- 0.08% |
$608 - $665
|
15.9K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.81K+ 5.58% |
$131K - $144K
|
53.1K
$3.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
16.2KNew |
$759K - $830K
|
16.2K
$1.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-225- 31.08% |
$10.5K - $11.5K
|
499
$33.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.16KNew |
$148K - $162K
|
3.16K
$210K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-500- 9.25% |
$23.4K - $25.6K
|
4.91K
$326K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
1.92KNew |
$90K - $98.4K
|
1.92K
$128K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 18.18% |
$4.68K - $5.12K
|
450
$30K
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
BUY
|
- |
38+ 0.8% |
$1.78K - $1.94K
|
4.76K
$317K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
345New |
$16.1K - $17.6K
|
345
$23K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5- 2.65% |
$234 - $256
|
184
$12.2K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
150KNew |
$7.17M - $7.53M
|
150K
$9.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-29.4K- 55.36% |
$1.41M - $1.48M
|
23.7K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
4.99KNew |
$238K - $250K
|
4.99K
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.4K- 28.86% |
$163K - $171K
|
8.38K
$558K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9.51K+ 3.71% |
$455K - $477K
|
266K
$17.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
7.89K+ 3.84% |
$377K - $396K
|
213K
$14.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
286New |
$13.7K - $14.4K
|
286
$19K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$430 - $452
|
9
$599
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
112KNew |
$5.37M - $5.63M
|
112K
$7.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.58K- 9.4% |
$75.3K - $79.1K
|
15.2K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-6.25K- 33.66% |
$299K - $314K
|
12.3K
$820K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-58- 1.29% |
$2.77K - $2.91K
|
4.45K
$296K
|
|