Purchases and Sales Made in Q1 2024 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q1 2024. 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 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
23K+ 2335.19% |
$2.3M - $2.54M
|
24K
$2.89M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22.7K+ 6.29% |
$2.26M - $2.5M
|
383K
$46.1M
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
22.3K+ 73.19% |
$2.23M - $2.46M
|
52.8K
$6.35M
|
|
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
20.8KNew |
$2.08M - $2.29M
|
20.8K
$2.51M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
18K+ 3.13% |
$1.8M - $1.99M
|
594K
$71.5M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
16.9K+ 498.76% |
$1.68M - $1.86M
|
20.2K
$2.43M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
16.7K+ 193.7% |
$1.67M - $1.84M
|
25.3K
$3.05M
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
14.9KNew |
$1.49M - $1.64M
|
14.9K
$1.79M
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
14.9KNew |
$1.49M - $1.64M
|
14.9K
$1.79M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14.9KNew |
$1.48M - $1.64M
|
14.9K
$1.79M
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
14.3K+ 40.71% |
$1.43M - $1.58M
|
49.5K
$5.96M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.6K+ 170.45% |
$1.36M - $1.5M
|
21.6K
$2.6M
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
12.9KNew |
$1.29M - $1.42M
|
12.9K
$1.55M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
12.3K+ 16.82% |
$1.23M - $1.36M
|
85.5K
$10.3M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.9K+ 41.66% |
$1.19M - $1.31M
|
40.5K
$4.88M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
11.8K+ 16.23% |
$1.18M - $1.3M
|
84.4K
$10.2M
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10.4K+ 3.16% |
$1.04M - $1.15M
|
341K
$41M
|
|
May 15, 2024
Q1 2024
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
9.75KNew |
$973K - $1.07M
|
9.75K
$1.17M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.4K+ 83.37% |
$938K - $1.03M
|
20.7K
$2.49M
|
|
May 07, 2024
Q1 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
9.3K+ 94.74% |
$928K - $1.02M
|
19.1K
$2.3M
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
8.82K+ 6.03% |
$880K - $972K
|
155K
$18.7M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.65K+ 2.19% |
$864K - $953K
|
404K
$48.7M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.57K+ 133.97% |
$855K - $944K
|
15K
$1.8M
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.49K+ 13.07% |
$847K - $935K
|
73.4K
$8.84M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.37K+ 22.1% |
$836K - $922K
|
46.3K
$5.57M
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
8.17KNew |
$816K - $900K
|
8.17K
$984K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.14KNew |
$812K - $896K
|
8.14K
$979K
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
7.89K+ 75.39% |
$788K - $869K
|
18.4K
$2.21M
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.49K+ 23.33% |
$748K - $825K
|
39.6K
$4.77M
|
|
Apr 26, 2024
Q1 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
7.42K+ 4.76% |
$740K - $817K
|
163K
$19.6M
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.36K+ 129.24% |
$734K - $811K
|
13.1K
$1.57M
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6.91K+ 2.1% |
$689K - $761K
|
336K
$40.4M
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.78KNew |
$677K - $747K
|
6.78K
$816K
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.16KNew |
$615K - $679K
|
6.16K
$741K
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.79KNew |
$578K - $638K
|
5.79K
$697K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.56K+ 8.62% |
$555K - $612K
|
70K
$8.43M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.52KNew |
$551K - $608K
|
5.52K
$664K
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.39K+ 15.86% |
$538K - $594K
|
39.4K
$4.74M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.33KNew |
$532K - $588K
|
5.33K
$642K
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.98KNew |
$497K - $548K
|
4.98K
$599K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.88K+ 1.34% |
$487K - $538K
|
368K
$44.3M
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.65K+ 60.92% |
$464K - $512K
|
12.3K
$1.48M
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$430K - $475K
|
4.31K
$519K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
4.11K+ 30.73% |
$410K - $453K
|
17.5K
$2.1M
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$404K - $446K
|
4.05K
$487K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.99KNew |
$398K - $439K
|
3.99K
$480K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.96KNew |
$395K - $436K
|
3.96K
$477K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.91K+ 0.57% |
$391K - $431K
|
691K
$83.2M
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.88KNew |
$387K - $428K
|
3.88K
$467K
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.87K+ 16.66% |
$386K - $426K
|
27.1K
$3.26M
|