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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
59+ 0.31% |
$5.01K - $5.48K
|
19.2K
$2.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
56+ 1.1% |
$4.75K - $5.2K
|
5.17K
$622K
|
|
|
Apr 10, 2023
Q1 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
55+ 1.92% |
$4.67K - $5.11K
|
2.92K
$351K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
49New |
$4.16K - $4.55K
|
49
$5.9K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45New |
$3.82K - $4.18K
|
45
$5.41K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
44+ 0.46% |
$3.74K - $4.09K
|
9.52K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
44+ 1.47% |
$3.74K - $4.09K
|
3.03K
$365K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
42+ 2.85% |
$3.57K - $3.9K
|
1.52K
$182K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
37+ 0.79% |
$3.14K - $3.44K
|
4.72K
$568K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
35+ 0.48% |
$2.97K - $3.25K
|
7.34K
$883K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
14+ 0.75% |
$1.19K - $1.3K
|
1.87K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 2.42% |
$1.1K - $1.21K
|
551
$66.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
9+ 0.61% |
$764 - $836
|
1.48K
$178K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 1.1% |
$679 - $743
|
736
$88.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 19.23% |
$425 - $465
|
31
$3.73K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2+ 0.07% |
$170 - $186
|
2.93K
$352K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$84.9 - $92.9
|
355
$42.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$84.9 - $92.9
|
21
$2.53K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 2.94% |
$84.9 - $92.9
|
35
$4.21K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$84.9 - $92.9
|
2.59K
$312K
|
|
|
May 04, 2023
Q1 2023
|
Verger Capital Management LLC
|
SELL
|
- |
-1- -0.0% |
$84.9 - $92.9
|
229K
$27.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-2- 0.01% |
$170 - $186
|
14.7K
$1.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-3- 0.05% |
$255 - $279
|
5.7K
$686K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6- 28.57% |
$509 - $558
|
15
$1.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-9- 9.0% |
$764 - $836
|
91
$11K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-9- 0.35% |
$764 - $836
|
2.6K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12- 0.2% |
$1.02K - $1.12K
|
5.99K
$721K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-12- 0.08% |
$1.02K - $1.12K
|
15.2K
$1.83M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-13- 54.17% |
$1.1K - $1.21K
|
11
$1.32K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-14- 0.13% |
$1.19K - $1.3K
|
10.4K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-15- 1.17% |
$1.27K - $1.39K
|
1.27K
$153K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-16- 0.01% |
$1.36K - $1.49K
|
190K
$22.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-18- 0.05% |
$1.53K - $1.67K
|
33.2K
$4M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-21- 0.11% |
$1.78K - $1.95K
|
19.7K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-23- 0.05% |
$1.95K - $2.14K
|
46.2K
$5.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-27- 1.76% |
$2.29K - $2.51K
|
1.51K
$181K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-33- 0.92% |
$2.8K - $3.07K
|
3.57K
$429K
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-34- 0.82% |
$2.89K - $3.16K
|
4.11K
$495K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-35- 0.51% |
$2.97K - $3.25K
|
6.89K
$829K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-37- 0.05% |
$3.14K - $3.44K
|
73.7K
$8.87M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-37- 3.78% |
$3.14K - $3.44K
|
941
$113K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-46- 0.2% |
$3.91K - $4.27K
|
22.9K
$2.75M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-48- 0.83% |
$4.08K - $4.46K
|
5.73K
$689K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.93% |
$4.25K - $4.65K
|
5.34K
$642K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-53- 1.73% |
$4.5K - $4.93K
|
3.02K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-60- 92.31% |
$5.09K - $5.58K
|
5
$602
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-71- 0.66% |
$6.03K - $6.6K
|
10.6K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-73- 28.85% |
$6.2K - $6.78K
|
180
$21.7K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-76- 0.68% |
$6.45K - $7.06K
|
11.1K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-80- 2.09% |
$6.79K - $7.43K
|
3.75K
$451K
|