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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.16KNew |
$121K - $131K
|
1.16K
$140K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.13K+ 13.48% |
$118K - $128K
|
9.53K
$1.15M
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 5.06% |
$110K - $119K
|
21.8K
$2.63M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
984New |
$103K - $111K
|
984
$119K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
973+ 16.44% |
$102K - $110K
|
6.89K
$832K
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
951+ 2.42% |
$99.4K - $107K
|
40.2K
$4.86M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
910+ 10.34% |
$95.1K - $103K
|
9.71K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
889+ 34.28% |
$92.9K - $100K
|
3.48K
$421K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
875New |
$91.5K - $98.7K
|
875
$106K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
844+ 2.16% |
$88.2K - $95.2K
|
39.9K
$4.82M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
828+ 257.14% |
$86.6K - $93.4K
|
1.15K
$139K
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
814+ 6.24% |
$85.1K - $91.8K
|
13.9K
$1.68M
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
813+ 17.59% |
$85K - $91.7K
|
5.43K
$656K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
789+ 2.22% |
$82.5K - $89K
|
36.3K
$4.38M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
779New |
$81.4K - $87.9K
|
779
$94.1K
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
779+ 4.97% |
$81.4K - $87.9K
|
16.4K
$1.99M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
747+ 1.44% |
$78.1K - $84.3K
|
52.5K
$6.34M
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
734+ 5.79% |
$76.7K - $82.8K
|
13.4K
$1.62M
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
685+ 1.07% |
$71.6K - $77.3K
|
64.4K
$7.78M
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
621+ 1.02% |
$64.9K - $70.1K
|
61.5K
$7.42M
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
618+ 3.23% |
$64.6K - $69.7K
|
19.8K
$2.39M
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
612+ 28.5% |
$64K - $69.1K
|
2.76K
$333K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
609+ 2.71% |
$63.7K - $68.7K
|
23K
$2.78M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
605+ 0.32% |
$63.2K - $68.3K
|
192K
$23.2M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
588+ 21.64% |
$61.5K - $66.3K
|
3.31K
$399K
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
577+ 2.74% |
$60.3K - $65.1K
|
21.6K
$2.61M
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
574+ 0.94% |
$60K - $64.8K
|
61.6K
$7.44M
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
570+ 15.18% |
$59.6K - $64.3K
|
4.33K
$522K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
515+ 5.56% |
$53.8K - $58.1K
|
9.78K
$1.18M
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
509+ 25.01% |
$53.2K - $57.4K
|
2.54K
$307K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
500+ 4.14% |
$52.3K - $56.4K
|
12.6K
$1.52M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
498+ 6.42% |
$52.1K - $56.2K
|
8.25K
$997K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
494+ 5.6% |
$51.6K - $55.7K
|
9.32K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
474+ 0.25% |
$49.6K - $53.5K
|
189K
$22.8M
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
474+ 0.25% |
$49.6K - $53.5K
|
189K
$22.8M
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
BUY
|
- |
461+ 8.53% |
$48.2K - $52K
|
5.86K
$708K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
460+ 2.59% |
$48.1K - $51.9K
|
18.2K
$2.2M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
436New |
$45.6K - $49.2K
|
436
$52.7K
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
422+ 1.1% |
$44.1K - $47.6K
|
38.7K
$4.68M
|
|
Jul 31, 2024
Q2 2024
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
400+ 1.92% |
$41.8K - $45.1K
|
21.2K
$2.56M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
348+ 9.33% |
$36.4K - $39.3K
|
4.08K
$493K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
344New |
$36K - $38.8K
|
344
$41.5K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
337+ 7.62% |
$35.2K - $38K
|
4.76K
$575K
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
333+ 6.92% |
$34.8K - $37.6K
|
5.14K
$621K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
326+ 4.14% |
$34.1K - $36.8K
|
8.2K
$991K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
318+ 1.5% |
$33.2K - $35.9K
|
21.6K
$2.61M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
317+ 10.24% |
$33.1K - $35.8K
|
3.41K
$412K
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
305+ 6.53% |
$31.9K - $34.4K
|
4.98K
$601K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
271+ 0.71% |
$28.3K - $30.6K
|
38.6K
$4.67M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
247New |
$25.8K - $27.9K
|
247
$29.8K
|