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 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
242+ 0.38% |
$25.3K - $27.3K
|
63.3K
$7.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
241+ 9.58% |
$25.2K - $27.2K
|
2.76K
$333K
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
228+ 4.47% |
$23.8K - $25.7K
|
5.33K
$644K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
223+ 4.03% |
$23.3K - $25.2K
|
5.75K
$695K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200+ 57.14% |
$20.9K - $22.6K
|
550
$66.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
189+ 13.19% |
$19.8K - $21.3K
|
1.62K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
189+ 0.82% |
$19.8K - $21.3K
|
23.3K
$2.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
172+ 1.17% |
$18K - $19.4K
|
14.8K
$1.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
170+ 0.25% |
$17.8K - $19.2K
|
67.2K
$8.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
167+ 1.97% |
$17.5K - $18.8K
|
8.63K
$1.04M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
162+ 0.24% |
$16.9K - $18.3K
|
67.2K
$8.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
155+ 516.67% |
$16.2K - $17.5K
|
185
$22.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
149+ 0.54% |
$15.6K - $16.8K
|
27.7K
$3.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
149+ 0.53% |
$15.6K - $16.8K
|
28.1K
$3.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
143+ 0.12% |
$14.9K - $16.1K
|
120K
$14.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
122+ 0.56% |
$12.8K - $13.8K
|
21.7K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
120+ 13.5% |
$12.5K - $13.5K
|
1.01K
$122K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
106New |
$11.1K - $12K
|
106
$12.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
101+ 0.24% |
$10.6K - $11.4K
|
42.3K
$5.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
95+ 0.84% |
$9.93K - $10.7K
|
11.4K
$1.38M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
87+ 0.85% |
$9.09K - $9.82K
|
10.4K
$1.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
85+ 0.97% |
$8.89K - $9.59K
|
8.84K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
82+ 0.84% |
$8.57K - $9.25K
|
9.83K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
74+ 2.61% |
$7.74K - $8.35K
|
2.91K
$351K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 1.86% |
$7.53K - $8.12K
|
3.93K
$475K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
72+ 0.29% |
$7.53K - $8.12K
|
24.9K
$3.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
71+ 0.84% |
$7.42K - $8.01K
|
8.57K
$1.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
69+ 0.84% |
$7.21K - $7.79K
|
8.24K
$996K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
63New |
$6.59K - $7.11K
|
63
$7.61K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
61+ 7.01% |
$6.38K - $6.88K
|
931
$112K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
58New |
$6.06K - $6.54K
|
58
$7.01K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
56+ 0.72% |
$5.85K - $6.32K
|
7.79K
$940K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53+ 0.59% |
$5.54K - $5.98K
|
8.99K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
45+ 1.39% |
$4.7K - $5.08K
|
3.29K
$397K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
43New |
$4.5K - $4.85K
|
43
$5.19K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
41+ 2.4% |
$4.29K - $4.63K
|
1.75K
$211K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
33+ 0.83% |
$3.45K - $3.72K
|
4K
$483K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
32+ 0.14% |
$3.35K - $3.61K
|
23.1K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
31+ 110.71% |
$3.24K - $3.5K
|
59
$7.13K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
31+ 0.52% |
$3.24K - $3.5K
|
5.97K
$721K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31+ 103.33% |
$3.24K - $3.5K
|
61
$7.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
31+ 0.83% |
$3.24K - $3.5K
|
3.78K
$457K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
30+ 1.52% |
$3.14K - $3.38K
|
2.01K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
26+ 0.18% |
$2.72K - $2.93K
|
14.2K
$1.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
24New |
$2.51K - $2.71K
|
24
$2.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.59% |
$2.4K - $2.6K
|
3.92K
$474K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23+ 15.97% |
$2.4K - $2.6K
|
167
$20.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
22+ 0.74% |
$2.3K - $2.48K
|
2.98K
$360K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21+ 0.5% |
$2.2K - $2.37K
|
4.22K
$509K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
20+ 0.43% |
$2.09K - $2.26K
|
4.65K
$562K
|