Purchases and Sales Made in Q2 2024 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.23K+ 42.88% |
$338K - $364K
|
10.8K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.13KNew |
$327K - $353K
|
3.13K
$378K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
3.11K+ 3.64% |
$325K - $351K
|
88.6K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.1K+ 72.54% |
$324K - $350K
|
7.38K
$891K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.09K+ 75.54% |
$323K - $348K
|
7.17K
$866K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.01K+ 37.06% |
$315K - $340K
|
11.1K
$1.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.83KNew |
$296K - $319K
|
2.83K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.83KNew |
$295K - $319K
|
2.83K
$341K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.81KNew |
$293K - $317K
|
2.81K
$339K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.79KNew |
$292K - $315K
|
2.79K
$337K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.79K+ 36.8% |
$291K - $314K
|
10.4K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
2.79K+ 8.56% |
$291K - $314K
|
35.3K
$4.27M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.68K+ 57.63% |
$280K - $303K
|
7.34K
$886K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.61KNew |
$273K - $294K
|
2.61K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.61K+ 4.83% |
$273K - $294K
|
56.6K
$6.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.6K+ 34.23% |
$271K - $293K
|
10.2K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$270K - $291K
|
2.58K
$312K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
2.54K+ 3.01% |
$266K - $287K
|
87K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.51KNew |
$262K - $283K
|
2.51K
$303K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.45K+ 88.7% |
$256K - $276K
|
5.21K
$630K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.42KNew |
$253K - $273K
|
2.42K
$292K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.37K+ 0.34% |
$247K - $267K
|
694K
$83.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.36K+ 1.52% |
$247K - $267K
|
157K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.3K+ 0.45% |
$241K - $260K
|
515K
$62.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.22KNew |
$232K - $250K
|
2.22K
$268K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.21KNew |
$231K - $250K
|
2.21K
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.21K+ 5.35% |
$231K - $249K
|
43.4K
$5.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.2K+ 2.62% |
$230K - $248K
|
86.2K
$10.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.1KNew |
$220K - $237K
|
2.1K
$254K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.06KNew |
$216K - $233K
|
2.06K
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2K+ 4.36% |
$209K - $226K
|
47.9K
$5.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.99KNew |
$208K - $224K
|
1.99K
$240K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.85KNew |
$193K - $209K
|
1.85K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.81KNew |
$190K - $205K
|
1.81K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.8KNew |
$188K - $203K
|
1.8K
$217K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.78KNew |
$186K - $201K
|
1.78K
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.64KNew |
$171K - $185K
|
1.64K
$198K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.6KNew |
$167K - $180K
|
1.6K
$193K
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.46K+ 31.54% |
$153K - $165K
|
6.1K
$737K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.45K+ 35.8% |
$152K - $164K
|
5.5K
$664K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.41K+ 20.48% |
$148K - $159K
|
8.31K
$1M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 10.43% |
$143K - $155K
|
14.5K
$1.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
BUY
|
- |
1.37K+ 0.52% |
$143K - $154K
|
264K
$31.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.35K+ 1.37% |
$141K - $152K
|
100K
$12.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.26K+ 8.68% |
$132K - $143K
|
15.8K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.25K+ 0.63% |
$131K - $141K
|
200K
$24.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.24K+ 11.48% |
$130K - $140K
|
12.1K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.24K+ 5.84% |
$130K - $140K
|
22.5K
$2.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.23K+ 35.62% |
$128K - $139K
|
4.68K
$565K
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.19K+ 10.17% |
$124K - $134K
|
12.9K
$1.55M
|