Purchases and Sales Made in Q2 2023 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-42- 1.1% |
$3.8K - $4.05K
|
3.76K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-45- 0.06% |
$4.07K - $4.34K
|
73.2K
$8.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-48- 0.15% |
$4.34K - $4.63K
|
31.8K
$3.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-52- 1.05% |
$4.71K - $5.01K
|
4.9K
$586K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-62- 0.27% |
$5.61K - $5.97K
|
22.8K
$2.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-70- 0.58% |
$6.34K - $6.75K
|
12K
$1.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-76- 0.19% |
$6.88K - $7.32K
|
40.2K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-85- 0.18% |
$7.69K - $8.19K
|
47.4K
$5.67M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-86- 1.51% |
$7.78K - $8.29K
|
5.61K
$671K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-89- 2.92% |
$8.05K - $8.58K
|
2.95K
$353K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-119- 47.22% |
$10.8K - $11.5K
|
133
$15.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-119- 3.35% |
$10.8K - $11.5K
|
3.44K
$411K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-120- 0.31% |
$10.9K - $11.6K
|
38.8K
$4.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-128- 4.69% |
$11.6K - $12.3K
|
2.6K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-138- 1.68% |
$12.5K - $13.3K
|
8.06K
$963K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-140- 2.02% |
$12.7K - $13.5K
|
6.78K
$810K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-140- 4.86% |
$12.7K - $13.5K
|
2.74K
$327K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-149- 2.59% |
$13.5K - $14.4K
|
5.61K
$671K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-151- 0.97% |
$13.7K - $14.6K
|
15.4K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-157- 0.21% |
$14.2K - $15.1K
|
73.5K
$8.79M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-160- 3.03% |
$14.5K - $15.4K
|
5.11K
$611K
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-161- 2.04% |
$14.6K - $15.5K
|
7.72K
$923K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-165- 0.6% |
$14.9K - $15.9K
|
27.2K
$3.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-165- 4.61% |
$14.9K - $15.9K
|
3.41K
$408K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-165- 3.87% |
$14.9K - $15.9K
|
4.1K
$491K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-180- 1.4% |
$16.3K - $17.3K
|
12.7K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-181- 92.82% |
$16.4K - $17.4K
|
14
$1.67K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-182- 12.01% |
$16.5K - $17.5K
|
1.33K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-185- 14.57% |
$16.7K - $17.8K
|
1.09K
$130K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-188- 0.21% |
$17K - $18.1K
|
89.7K
$10.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-208- 0.79% |
$18.8K - $20K
|
26.1K
$3.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-218- 8.16% |
$19.7K - $21K
|
2.45K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-218- 7.57% |
$19.7K - $21K
|
2.66K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-234- 2.61% |
$21.2K - $22.5K
|
8.72K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-250- 7.19% |
$22.6K - $24.1K
|
3.23K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-251- 4.21% |
$22.7K - $24.2K
|
5.71K
$683K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-263- 10.12% |
$23.8K - $25.3K
|
2.34K
$279K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-276- 1.03% |
$25K - $26.6K
|
26.5K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-276- 1.03% |
$25K - $26.6K
|
26.5K
$3.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-277- 5.73% |
$25.1K - $26.7K
|
4.55K
$544K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-280- 4.24% |
$25.3K - $27K
|
6.33K
$757K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-311- 33.05% |
$28.1K - $30K
|
630
$75.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-324- 1.93% |
$29.3K - $31.2K
|
16.5K
$1.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-333- 3.74% |
$30.1K - $32.1K
|
8.57K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-363- 1.81% |
$32.9K - $35K
|
19.7K
$2.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-372- 2.5% |
$33.7K - $35.8K
|
14.5K
$1.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-380- 6.39% |
$34.4K - $36.6K
|
5.57K
$666K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-381- 1.76% |
$34.5K - $36.7K
|
21.2K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 16.33% |
$36.2K - $38.5K
|
2.05K
$245K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-444- 0.49% |
$40.2K - $42.8K
|
90K
$10.8M
|