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 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
42+ 12.77% |
$4.19K - $4.63K
|
371
$44.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
42+ 0.17% |
$4.19K - $4.63K
|
24.6K
$2.96M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
37New |
$3.69K - $4.08K
|
37
$4.45K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
29+ 0.12% |
$2.89K - $3.19K
|
24.4K
$2.94M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
27New |
$2.69K - $2.97K
|
27
$3.25K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.48% |
$2.2K - $2.42K
|
4.57K
$550K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
20+ 0.43% |
$2K - $2.2K
|
4.65K
$559K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
18+ 0.58% |
$1.8K - $1.98K
|
3.11K
$374K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14+ 0.09% |
$1.4K - $1.54K
|
15.1K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
12+ 0.44% |
$1.2K - $1.32K
|
2.73K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 57.89% |
$1.1K - $1.21K
|
30
$3.61K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 25.0% |
$599 - $661
|
30
$3.61K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6+ 0.18% |
$599 - $661
|
3.34K
$402K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 0.35% |
$399 - $441
|
1.14K
$137K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 0.48% |
$399 - $441
|
839
$101K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2+ 0.07% |
$200 - $220
|
2.96K
$356K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.74% |
$99.8 - $110
|
137
$16.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1+ 0.34% |
$99.8 - $110
|
294
$35.4K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$99.8 - $110
|
1
$120
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$99.8 - $110
|
4.2K
$505K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1- -0.0% |
$99.8 - $110
|
32.6K
$3.92M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- 0.03% |
$99.8 - $110
|
3.34K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1- 3.45% |
$99.8 - $110
|
28
$3.37K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2- 0.06% |
$200 - $220
|
3.27K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2- 0.03% |
$200 - $220
|
5.87K
$706K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 1.2% |
$299 - $330
|
247
$29.7K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 1.14% |
$499 - $551
|
434
$52.2K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5- 0.05% |
$499 - $551
|
10.8K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6- 16.67% |
$599 - $661
|
30
$3.61K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-9- 11.69% |
$898 - $991
|
68
$8.18K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-14- 0.66% |
$1.4K - $1.54K
|
2.11K
$253K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-15- 1.3% |
$1.5K - $1.65K
|
1.14K
$137K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-20- 0.81% |
$2K - $2.2K
|
2.45K
$295K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-24- 0.36% |
$2.39K - $2.64K
|
6.56K
$789K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-25- 0.86% |
$2.49K - $2.75K
|
2.89K
$348K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-31- 6.05% |
$3.09K - $3.41K
|
481
$57.9K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-41- 0.15% |
$4.09K - $4.52K
|
27K
$3.25M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42- 0.06% |
$4.19K - $4.63K
|
65K
$7.82M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-42- 0.89% |
$4.19K - $4.63K
|
4.66K
$561K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-43- 2.88% |
$4.29K - $4.74K
|
1.45K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-44- 0.48% |
$4.39K - $4.85K
|
9.16K
$1.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-45- 1.19% |
$4.49K - $4.96K
|
3.74K
$450K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-51- 1.84% |
$5.09K - $5.62K
|
2.72K
$327K
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-62- 1.02% |
$6.19K - $6.83K
|
6.01K
$723K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-69- 1.15% |
$6.89K - $7.6K
|
5.92K
$712K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-75- 1.91% |
$7.48K - $8.26K
|
3.85K
$463K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-88- 0.23% |
$8.78K - $9.69K
|
38.4K
$4.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-90- 1.66% |
$8.98K - $9.91K
|
5.33K
$641K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-99- 2.41% |
$9.88K - $10.9K
|
4.02K
$483K
|