Purchases and Sales Made in Q1 2023 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
21.2K+ 382.99% |
$1.8M - $1.97M
|
26.7K
$3.22M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
19.7KNew |
$1.67M - $1.83M
|
19.7K
$2.37M
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
19.2KNew |
$1.63M - $1.78M
|
19.2K
$2.31M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
19.1K+ 10.3% |
$1.62M - $1.77M
|
204K
$24.6M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.9KNew |
$1.61M - $1.76M
|
18.9K
$2.28M
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
16.6K+ 23.44% |
$1.41M - $1.54M
|
87.2K
$10.5M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.6K+ 12.56% |
$1.41M - $1.54M
|
148K
$17.9M
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
16.2K+ 4.18% |
$1.38M - $1.51M
|
404K
$48.6M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
15.8K+ 3.69% |
$1.34M - $1.47M
|
444K
$53.4M
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
15.4KNew |
$1.31M - $1.43M
|
15.4K
$1.86M
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
BUY
|
- |
13.8K+ 13.78% |
$1.17M - $1.28M
|
114K
$13.7M
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
13.4K+ 45.72% |
$1.13M - $1.24M
|
42.6K
$5.12M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 1.42% |
$967K - $1.06M
|
811K
$97.6M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11.1KNew |
$943K - $1.03M
|
11.1K
$1.34M
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
10.8K+ 4093.21% |
$921K - $1.01M
|
11.1K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
10.1K+ 40.16% |
$858K - $939K
|
35.3K
$4.24M
|
|
May 12, 2023
Q1 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10.1KNew |
$854K - $935K
|
10.1K
$1.21M
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
9.8K+ 2.41% |
$832K - $910K
|
416K
$50M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.62KNew |
$817K - $894K
|
9.62K
$1.16M
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.32KNew |
$791K - $866K
|
9.32K
$1.12M
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.3KNew |
$790K - $864K
|
9.3K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
8.3KNew |
$705K - $771K
|
8.3K
$999K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.11K+ 21.08% |
$689K - $754K
|
46.6K
$5.61M
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7.82K+ 51.24% |
$664K - $727K
|
23.1K
$2.78M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.9K+ 135.78% |
$586K - $641K
|
12K
$1.44M
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
6.79K+ 3.01% |
$577K - $631K
|
233K
$28M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.41K+ 7043.96% |
$544K - $596K
|
6.5K
$782K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.4K+ 250.25% |
$543K - $595K
|
8.96K
$1.08M
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
6KNew |
$509K - $558K
|
6K
$722K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.93KNew |
$504K - $551K
|
5.93K
$714K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.92K+ 12.53% |
$502K - $550K
|
53.1K
$6.39M
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
BUY
|
- |
5.66K+ 18.49% |
$480K - $526K
|
36.2K
$4.36M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.26K+ 48.12% |
$447K - $489K
|
16.2K
$1.95M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.91K+ 103.54% |
$417K - $457K
|
9.66K
$1.16M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.11K+ 50.94% |
$349K - $382K
|
12.2K
$1.46M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.11K+ 48.99% |
$349K - $382K
|
12.5K
$1.5M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.04K+ 1.33% |
$343K - $375K
|
309K
$37.1M
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4KNew |
$340K - $372K
|
4K
$481K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.82KNew |
$324K - $355K
|
3.82K
$459K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.81KNew |
$323K - $354K
|
3.81K
$458K
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
BUY
|
- |
3.78K+ 99.0% |
$321K - $351K
|
7.6K
$914K
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.77KNew |
$320K - $350K
|
3.77K
$454K
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.71K+ 58.83% |
$315K - $344K
|
10K
$1.2M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.71KNew |
$315K - $344K
|
3.71K
$446K
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.56KNew |
$302K - $331K
|
3.56K
$428K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
3.49KNew |
$296K - $324K
|
3.49K
$420K
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3.48K+ 2.58% |
$296K - $324K
|
138K
$16.6M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.34K+ 12.32% |
$283K - $310K
|
30.4K
$3.66M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.09KNew |
$263K - $288K
|
3.09K
$372K
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.86KNew |
$242K - $265K
|
2.86K
$344K
|