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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
891+ 1.42% |
$88.9K - $98.1K
|
63.7K
$7.67M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
879+ 1.29% |
$87.7K - $96.8K
|
69K
$8.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
870New |
$86.8K - $95.8K
|
870
$105K
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
837+ 7.72% |
$83.5K - $92.2K
|
11.7K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
666+ 2148.39% |
$66.5K - $73.4K
|
697
$83.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
638+ 19.79% |
$63.7K - $70.3K
|
3.86K
$465K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
575+ 6.88% |
$57.4K - $63.3K
|
8.94K
$1.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
551+ 1.76% |
$55K - $60.7K
|
31.9K
$3.84M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
547+ 25.18% |
$54.6K - $60.3K
|
2.72K
$327K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
540+ 2.22% |
$53.9K - $59.5K
|
24.8K
$2.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
540+ 7.12% |
$53.9K - $59.5K
|
8.13K
$978K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
477+ 15.22% |
$47.6K - $52.5K
|
3.61K
$435K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
476+ 3.9% |
$47.5K - $52.4K
|
12.7K
$1.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
448+ 13.55% |
$44.7K - $49.3K
|
3.76K
$452K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
405+ 2.16% |
$40.4K - $44.6K
|
19.1K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
400+ 19.03% |
$39.9K - $44.1K
|
2.5K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
385+ 3.93% |
$38.4K - $42.4K
|
10.2K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
380+ 0.93% |
$37.9K - $41.9K
|
41.2K
$4.96M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
379+ 12.34% |
$37.8K - $41.7K
|
3.45K
$415K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
375+ 28.11% |
$37.4K - $41.3K
|
1.71K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
372+ 1.03% |
$37.1K - $41K
|
36.4K
$4.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
362+ 4.91% |
$36.1K - $39.9K
|
7.73K
$930K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
350New |
$34.9K - $38.6K
|
350
$42.1K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
327+ 11.0% |
$32.6K - $36K
|
3.3K
$397K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
324+ 0.56% |
$32.3K - $35.7K
|
58K
$6.97M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
287+ 3.51% |
$28.6K - $31.6K
|
8.46K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
241+ 3.07% |
$24K - $26.5K
|
8.1K
$975K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
232New |
$23.2K - $25.6K
|
232
$27.9K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
223+ 0.83% |
$22.3K - $24.6K
|
27.2K
$3.28M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
217New |
$21.7K - $23.9K
|
217
$26.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
191+ 8.89% |
$19.1K - $21K
|
2.34K
$281K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
157+ 2.42% |
$15.7K - $17.3K
|
6.65K
$800K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
142+ 3.96% |
$14.2K - $15.6K
|
3.73K
$449K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
140+ 0.46% |
$14K - $15.4K
|
30.8K
$3.7M
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
130+ 3.25% |
$13K - $14.3K
|
4.13K
$497K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
128+ 3.2% |
$12.8K - $14.1K
|
4.13K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
105+ 3.85% |
$10.5K - $11.6K
|
2.83K
$341K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
104+ 0.5% |
$10.4K - $11.5K
|
21.1K
$2.54M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100New |
$9.98K - $11K
|
100
$12K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
99+ 2.17% |
$9.88K - $10.9K
|
4.65K
$560K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
89+ 3.71% |
$8.88K - $9.8K
|
2.49K
$300K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
85New |
$8.48K - $9.36K
|
85
$10.2K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
82+ 132.26% |
$8.18K - $9.03K
|
144
$17.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
70+ 0.81% |
$6.99K - $7.71K
|
8.76K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
68+ 1.48% |
$6.79K - $7.49K
|
4.67K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
55+ 0.54% |
$5.49K - $6.06K
|
10.2K
$1.23M
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
55+ 0.11% |
$5.49K - $6.06K
|
48.2K
$5.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
50+ 1.09% |
$4.99K - $5.51K
|
4.63K
$557K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
48+ 0.02% |
$4.79K - $5.29K
|
199K
$23.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
46+ 18.18% |
$4.59K - $5.07K
|
299
$36K
|