Purchases and Sales Made in Q1 2023 in Ishares Msci Acwi ETF (ACWI)

ACWI Quotes by TradingView

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 11, 2023 Q1 2023
Aries Wealth Management

BUY
 -
2.72K
+ 35.36%
$231K - $252K
10.4K $1.25M
May 02, 2023 Q1 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
2.65K
+ 4.41%
$225K - $247K
62.8K $7.56M
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
2.64K
New
$224K - $246K
2.64K $318K
May 15, 2023 Q1 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
2.52K
New
$214K - $234K
2.52K $304K
May 05, 2023 Q1 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
2.5K
+ 7.44%
$212K - $232K
36.1K $4.34M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
2.39K
New
$203K - $222K
2.39K $287K
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
2.38K
New
$202K - $221K
2.38K $286K
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
2.35K
New
$200K - $218K
2.35K $283K
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

BUY
 -
2.32K
New
$197K - $215K
2.32K $279K
May 15, 2023 Q1 2023
Menora Mivtachim Holdings Ltd.

BUY
 -
2.29K
New
$194K - $213K
2.29K $276K
May 02, 2023 Q1 2023
Lee Danner & Bass Inc

BUY
 -
2.27K
New
$193K - $211K
2.27K $273K
May 02, 2023 Q1 2023
Evolution Wealth Advisors, LLC

BUY
 -
2.26K
+ 71.61%
$192K - $210K
5.42K $653K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.26K
New
$192K - $210K
2.26K $272K
May 11, 2023 Q1 2023
Schroder Investment Management Group

London, X0
BUY
 -
2.23K
+ 13.97%
$189K - $207K
18.2K $2.19M
Apr 18, 2023 Q1 2023
Sharkey, Howes & Javer

BUY
 -
2.22K
New
$189K - $206K
2.22K $267K
Apr 11, 2023 Q1 2023
Chesley Taft & Associates LLC

BUY
 -
2.22K
New
$188K - $206K
2.22K $267K
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
2.21K
New
$188K - $205K
2.21K $266K
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
2.2K
New
$187K - $204K
2.2K $265K
Apr 28, 2023 Q1 2023
Sg Americas Securities, LLC

BUY
 -
2.09K
+ 1.44%
$177K - $194K
147K $17.7M
Apr 20, 2023 Q1 2023
Catalyst Private Wealth, LLC

BUY
 -
2.05K
+ 13.77%
$174K - $190K
16.9K $2.03M
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
1.93K
+ 7.65%
$164K - $179K
27.1K $3.26M
May 10, 2023 Q1 2023
Wescott Financial Advisory Group, LLC

BUY
 -
1.81K
+ 12.02%
$153K - $168K
16.8K $2.02M
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
1.72K
+ 1.99%
$146K - $159K
88.1K $10.6M
May 08, 2023 Q1 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
1.71K
+ 36.04%
$145K - $159K
6.44K $775K
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
1.68K
+ 24.48%
$143K - $156K
8.55K $1.03M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.66K
+ 38.5%
$141K - $154K
5.96K $717K
May 08, 2023 Q1 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
1.6K
+ 7.47%
$136K - $149K
23K $2.77M
May 10, 2023 Q1 2023
Nationwide Asset Management LLC

BUY
 -
1.55K
+ 0.77%
$132K - $144K
202K $24.3M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
1.4K
+ 67.76%
$119K - $130K
3.47K $417K
Apr 12, 2023 Q1 2023
One Advisory Partners, LLC

BUY
 -
1.37K
+ 43.58%
$117K - $128K
4.53K $545K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.33K
+ 5.1%
$113K - $123K
27.3K $3.29M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.24K
+ 2.0%
$105K - $115K
63.2K $7.6M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.19K
+ 11.2%
$101K - $110K
11.8K $1.42M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.16K
+ 1.09%
$98.8K - $108K
108K $13M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.16K
+ 17.66%
$98.2K - $108K
7.71K $928K
May 11, 2023 Q1 2023
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
1.15K
+ 101.59%
$97.9K - $107K
2.29K $275K
Apr 25, 2023 Q1 2023
Greystone Financial Group, LLC

BUY
 -
1.13K
+ 12.58%
$96K - $105K
10.1K $1.22M
Apr 26, 2023 Q1 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1.1K
+ 5.11%
$93.7K - $103K
22.7K $2.73M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.09K
+ 40.3%
$92.5K - $101K
3.79K $456K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.06K
+ 0.83%
$89.7K - $98.2K
128K $15.4M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
1.05K
+ 31.32%
$88.9K - $97.3K
4.39K $528K
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
1.04K
+ 7.11%
$87.9K - $96.2K
15.6K $1.88M
May 02, 2023 Q1 2023
Ashford Advisors, LLC

BUY
 -
982
+ 5.22%
$83.4K - $91.3K
19.8K $2.38M
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
974
+ 7.16%
$82.7K - $90.5K
14.6K $1.75M
Apr 27, 2023 Q1 2023
Ironwood Wealth Management, Llc.

BUY
 -
911
+ 65.35%
$77.3K - $84.7K
2.31K $277K
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
883
+ 5.68%
$75K - $82.1K
16.4K $1.98M
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
865
+ 1.86%
$73.4K - $80.4K
47.5K $5.71M
May 03, 2023 Q1 2023
Gryphon Financial Partners LLC

BUY
 -
826
+ 0.87%
$70.1K - $76.8K
96.1K $11.6M
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
802
+ 2.53%
$68.1K - $74.5K
32.5K $3.92M

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