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 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-465- 0.53% |
$46.4K - $51.2K
|
87.4K
$10.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-481- 19.12% |
$48K - $53K
|
2.04K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-487- 1.8% |
$48.6K - $53.6K
|
26.6K
$3.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-490- 19.77% |
$48.9K - $54K
|
1.99K
$239K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-492- 6.13% |
$49.1K - $54.2K
|
7.53K
$906K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-500- 3.85% |
$49.9K - $55.1K
|
12.5K
$1.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-512- 2.14% |
$51.1K - $56.4K
|
23.4K
$2.82M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-529- 2.02% |
$52.8K - $58.3K
|
25.6K
$3.08M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-541- 2.35% |
$54K - $59.6K
|
22.4K
$2.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-566- 6.22% |
$56.5K - $62.3K
|
8.53K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-595- 3.01% |
$59.4K - $65.5K
|
19.2K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-687- 20.87% |
$68.6K - $75.7K
|
2.61K
$313K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-702- 5.14% |
$70.1K - $77.3K
|
13K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-705- 17.86% |
$70.4K - $77.7K
|
3.24K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-711- 13.85% |
$71K - $78.3K
|
4.42K
$532K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-714- 3.25% |
$71.3K - $78.6K
|
21.3K
$2.56M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-727- 2.95% |
$72.5K - $80.1K
|
23.9K
$2.88M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-734- 13.51% |
$73.2K - $80.9K
|
4.7K
$565K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-739- 3.36% |
$73.7K - $81.4K
|
21.3K
$2.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-752- 7.97% |
$75K - $82.8K
|
8.69K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-794- 15.21% |
$79.2K - $87.5K
|
4.43K
$533K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-802- 1.62% |
$80K - $88.3K
|
48.6K
$5.85M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-818- 12.01% |
$81.6K - $90.1K
|
5.99K
$721K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-829- 0.53% |
$82.7K - $91.3K
|
155K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-851- 2.8% |
$84.9K - $93.7K
|
29.6K
$3.56M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-878- 13.6% |
$87.6K - $96.7K
|
5.58K
$671K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-913- 2.44% |
$91.1K - $101K
|
36.5K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-920- 2.3% |
$91.8K - $101K
|
39.1K
$4.71M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-939- 3.9% |
$93.7K - $103K
|
23.1K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1K- 0.79% |
$99.8K - $110K
|
126K
$15.1M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1K- 6.29% |
$99.8K - $110K
|
14.9K
$1.79M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.06K- 5.54% |
$106K - $117K
|
18.1K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.08K- 22.48% |
$108K - $119K
|
3.73K
$449K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.09K- 20.56% |
$109K - $121K
|
4.23K
$509K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.1K- 3.06% |
$109K - $121K
|
34.6K
$4.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 6.0% |
$112K - $123K
|
17.6K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.15K- 78.13% |
$115K - $127K
|
322
$38.7K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.19K- 13.66% |
$119K - $131K
|
7.52K
$905K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.2K- 7.57% |
$120K - $132K
|
14.7K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2KClosed |
$120K - $132K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.23K- 2.83% |
$123K - $136K
|
42.4K
$5.1M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.32K- 19.11% |
$131K - $145K
|
5.58K
$671K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-1.32K- 31.33% |
$131K - $145K
|
2.89K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.34K- 1.8% |
$134K - $148K
|
73K
$8.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.4K- 8.76% |
$139K - $154K
|
14.6K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.43K- 2.7% |
$143K - $158K
|
51.7K
$6.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.45K- 14.09% |
$145K - $160K
|
8.84K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.49K- 8.77% |
$148K - $164K
|
15.5K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.53K- 12.55% |
$153K - $169K
|
10.7K
$1.28M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.54KClosed |
$154K - $170K
|
0
$0
|