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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.68KNew |
$368K - $406K
|
3.68K
$446K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.66K+ 150.1% |
$365K - $403K
|
6.1K
$737K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.59K+ 0.28% |
$358K - $395K
|
1.27M
$154M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.37K+ 6.15% |
$336K - $371K
|
58.1K
$7.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 18.18% |
$319K - $352K
|
20.8K
$2.51M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.95K+ 31.39% |
$294K - $325K
|
12.4K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.95K+ 22.91% |
$294K - $324K
|
15.8K
$1.91M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.93K+ 7.98% |
$292K - $322K
|
39.6K
$4.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
2.92K+ 27.48% |
$292K - $322K
|
13.6K
$1.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
2.84K+ 0.21% |
$283K - $312K
|
1.38M
$167M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.72KNew |
$271K - $299K
|
2.72K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.7KNew |
$270K - $298K
|
2.7K
$327K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.52K+ 4.9% |
$252K - $278K
|
54K
$6.53M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.52KNew |
$251K - $277K
|
2.52K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
2.46KNew |
$246K - $271K
|
2.46K
$298K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.44K+ 341.74% |
$243K - $269K
|
3.15K
$381K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.43K+ 3.94% |
$242K - $268K
|
64.1K
$7.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
2.35K+ 5.88% |
$234K - $258K
|
42.2K
$5.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.24K+ 12.02% |
$223K - $246K
|
20.8K
$2.52M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.18K+ 5.57% |
$218K - $240K
|
41.3K
$4.99M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15KNew |
$214K - $236K
|
2.15K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 38.82% |
$211K - $233K
|
7.57K
$916K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2K+ 27.53% |
$200K - $220K
|
9.27K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.98KNew |
$197K - $218K
|
1.98K
$239K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
1.93KNew |
$193K - $213K
|
1.93K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.93KNew |
$192K - $212K
|
1.93K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
1.85K+ 2.11% |
$185K - $204K
|
89.7K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.83KNew |
$182K - $201K
|
1.83K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Emory University
Atlanta, GA |
BUY
|
- |
1.82KNew |
$181K - $200K
|
1.82K
$220K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.78K+ 6.42% |
$177K - $196K
|
29.4K
$3.56M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.75KNew |
$175K - $193K
|
1.75K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.74K+ 51.85% |
$174K - $192K
|
5.1K
$617K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.65K+ 19.62% |
$165K - $182K
|
10.1K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.64K+ 2.87% |
$163K - $180K
|
58.7K
$7.1M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.55K+ 28.44% |
$155K - $171K
|
7.01K
$848K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.54K+ 28.78% |
$154K - $170K
|
6.9K
$834K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 1.79% |
$149K - $165K
|
85.3K
$10.3M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.42KNew |
$142K - $157K
|
1.42K
$172K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 568.8% |
$142K - $157K
|
1.67K
$202K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.42K+ 3.31% |
$142K - $156K
|
44.2K
$5.35M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.3K+ 160.3% |
$130K - $143K
|
2.11K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.24K+ 3.25% |
$124K - $136K
|
39.3K
$4.75M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.17K+ 33.98% |
$117K - $129K
|
4.62K
$559K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.11K+ 1.02% |
$111K - $122K
|
110K
$13.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.1K+ 39.65% |
$110K - $121K
|
3.87K
$468K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.07K+ 0.21% |
$107K - $118K
|
504K
$61M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
936+ 5.14% |
$93.4K - $103K
|
19.1K
$2.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
935+ 7.67% |
$93.3K - $103K
|
13.1K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
928+ 7.23% |
$92.6K - $102K
|
13.8K
$1.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
910+ 1.79% |
$90.8K - $100K
|
51.7K
$6.26M
|