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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-450- 8.43% |
$40.7K - $43.4K
|
4.89K
$584K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-463- 5.49% |
$41.9K - $44.6K
|
7.96K
$952K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-473- 0.32% |
$42.8K - $45.6K
|
148K
$17.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-473- 7.04% |
$42.8K - $45.6K
|
6.24K
$746K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-475- 3.45% |
$43K - $45.8K
|
13.3K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-510- 0.27% |
$46.2K - $49.1K
|
189K
$22.6M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-510- 0.27% |
$46.2K - $49.1K
|
189K
$22.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-541- 2.83% |
$49K - $52.1K
|
18.5K
$2.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-560- 1.85% |
$50.7K - $54K
|
29.7K
$3.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-569- 9.55% |
$51.5K - $54.8K
|
5.39K
$645K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-596- 2.53% |
$53.9K - $57.4K
|
22.9K
$2.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-623- 17.97% |
$56.4K - $60K
|
2.84K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-651- 2.3% |
$58.9K - $62.7K
|
27.6K
$3.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-660- 0.43% |
$59.7K - $63.6K
|
154K
$18.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-673- 43.56% |
$60.9K - $64.9K
|
872
$104K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-676- 11.28% |
$61.2K - $65.1K
|
5.32K
$635K
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-710- 18.42% |
$64.3K - $68.4K
|
3.14K
$376K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-735- 38.58% |
$66.5K - $70.8K
|
1.17K
$140K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-743- 2.3% |
$67.2K - $71.6K
|
31.6K
$3.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-819- 21.6% |
$74.1K - $78.9K
|
2.97K
$355K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-864- 14.15% |
$78.2K - $83.3K
|
5.24K
$627K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-875- 0.41% |
$79.2K - $84.3K
|
214K
$25.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-927- 5.94% |
$83.9K - $89.3K
|
14.7K
$1.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-946- 5.91% |
$85.6K - $91.2K
|
15.1K
$1.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-952- 64.32% |
$86.2K - $91.7K
|
528
$63.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.03K- 28.95% |
$93.2K - $99.3K
|
2.53K
$302K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.03K- 2.1% |
$93.2K - $99.3K
|
48.1K
$5.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-1.04K- 7.45% |
$94.2K - $100K
|
12.9K
$1.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.06K- 9.68% |
$95.7K - $102K
|
9.88K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.08K- 12.92% |
$98K - $104K
|
7.3K
$872K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.13K- 10.74% |
$102K - $108K
|
9.35K
$1.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.15K- 6.79% |
$104K - $111K
|
15.7K
$1.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-1.17K- 4.3% |
$106K - $112K
|
26K
$3.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.18K- 2.61% |
$106K - $113K
|
43.8K
$5.24M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.18K- 6.84% |
$107K - $114K
|
16.1K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.23K- 12.77% |
$111K - $118K
|
8.39K
$1M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.28K- 3.41% |
$116K - $124K
|
36.4K
$4.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.29K- 11.96% |
$117K - $124K
|
9.51K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.4K- 6.79% |
$126K - $135K
|
19.2K
$2.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.45K- 5.74% |
$131K - $140K
|
23.9K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.55K- 4.03% |
$140K - $149K
|
36.9K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.55K- 31.15% |
$140K - $149K
|
3.42K
$409K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.57K- 4.17% |
$142K - $152K
|
36.1K
$4.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.66K- 13.42% |
$150K - $160K
|
10.7K
$1.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-1.73K- 11.34% |
$156K - $167K
|
13.5K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.83K- 3.54% |
$165K - $176K
|
49.8K
$5.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.93K- 2.42% |
$174K - $186K
|
77.7K
$9.29M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.99K- 30.87% |
$180K - $192K
|
4.46K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.06K- 3.88% |
$186K - $199K
|
51.1K
$6.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-2.07K- 34.53% |
$187K - $200K
|
3.93K
$469K
|