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 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-921- 9.37% |
$78.2K - $85.6K
|
8.91K
$1.08M
|
|
|
Apr 05, 2023
Q1 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-927- 4.82% |
$78.7K - $86.1K
|
18.3K
$2.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-937- 1.93% |
$79.6K - $87.1K
|
47.7K
$5.77M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-973- 13.97% |
$82.6K - $90.4K
|
5.99K
$725K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-987- 5.33% |
$83.8K - $91.7K
|
17.5K
$2.12M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.02K- 2.96% |
$86.9K - $95.1K
|
33.6K
$4.06M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.03K- 21.43% |
$87.8K - $96.1K
|
3.79K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 5.59% |
$93K - $102K
|
18.5K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.12K- 3.81% |
$95.1K - $104K
|
28.3K
$3.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 5.16% |
$101K - $111K
|
21.9K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.2K- 3.13% |
$102K - $111K
|
37.1K
$4.49M
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
SELL
|
- |
-1.22K- 20.89% |
$103K - $113K
|
4.6K
$556K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.24K- 17.23% |
$105K - $115K
|
5.95K
$719K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.27K- 1.91% |
$107K - $118K
|
65K
$7.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.31K- 1.44% |
$111K - $122K
|
89.9K
$10.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.35K- 6.13% |
$114K - $125K
|
20.6K
$2.49M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.35K- 5.15% |
$115K - $125K
|
24.9K
$3.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.35K- 3.47% |
$115K - $126K
|
37.7K
$4.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.35K- 3.47% |
$115K - $126K
|
37.7K
$4.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.4K- 8.3% |
$119K - $130K
|
15.5K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.45K- 5.42% |
$123K - $135K
|
25.3K
$3.06M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.46K- 23.85% |
$124K - $135K
|
4.65K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 23.31% |
$128K - $140K
|
4.97K
$601K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.53K- 17.55% |
$130K - $142K
|
7.19K
$869K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.53K- 31.22% |
$130K - $142K
|
3.38K
$408K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.54K- 2.63% |
$131K - $143K
|
57.1K
$6.91M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.56K- 2.07% |
$132K - $145K
|
73.6K
$8.91M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.61K- 12.81% |
$136K - $149K
|
10.9K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.61K- 24.42% |
$137K - $150K
|
4.99K
$603K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-1.62K- 2.78% |
$137K - $150K
|
56.5K
$6.83M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.69K- 99.94% |
$144K - $157K
|
1
$121
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.8K- 33.61% |
$153K - $167K
|
3.56K
$430K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.84K- 4.62% |
$156K - $171K
|
37.9K
$4.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.87K- 4.6% |
$159K - $174K
|
38.9K
$4.7M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.89K- 6.6% |
$161K - $176K
|
26.7K
$3.23M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.02K- 18.46% |
$171K - $188K
|
8.92K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 1.7% |
$178K - $195K
|
121K
$14.7M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-2.16K- 9.24% |
$184K - $201K
|
21.3K
$2.57M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.24K- 14.95% |
$190K - $208K
|
12.7K
$1.54M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.25K- 1.88% |
$191K - $209K
|
117K
$14.2M
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
SELL
|
- |
-2.26K- 11.24% |
$191K - $210K
|
17.8K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.3K- 14.2% |
$195K - $214K
|
13.9K
$1.68M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.44K- 1.08% |
$207K - $226K
|
223K
$27M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.47K- 5.77% |
$209K - $229K
|
40.3K
$4.87M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-2.5K- 24.49% |
$212K - $232K
|
7.7K
$931K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.52K- 47.31% |
$214K - $234K
|
2.81K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.64K- 9.94% |
$224K - $245K
|
23.9K
$2.89M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.71K- 3.63% |
$230K - $252K
|
72K
$8.71M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.88K- 99.97% |
$244K - $267K
|
1
$121
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-2.96K- 0.9% |
$251K - $275K
|
326K
$39.4M
|