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 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-39- 0.38% |
$4.08K - $4.4K
|
10.1K
$1.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-39- 1.46% |
$4.08K - $4.4K
|
2.63K
$317K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-42- 11.32% |
$4.39K - $4.74K
|
329
$39.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-43- 1.75% |
$4.5K - $4.85K
|
2.42K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-44- 0.83% |
$4.6K - $4.96K
|
5.28K
$638K
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-53- 1.62% |
$5.54K - $5.98K
|
3.22K
$389K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-54- 1.5% |
$5.65K - $6.09K
|
3.56K
$430K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-54- 1.4% |
$5.65K - $6.09K
|
3.8K
$459K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-56- 2.06% |
$5.85K - $6.32K
|
2.66K
$322K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-60- 2.41% |
$6.27K - $6.77K
|
2.43K
$293K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-64- 21.77% |
$6.69K - $7.22K
|
230
$27.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-68- 1.49% |
$7.11K - $7.67K
|
4.51K
$544K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-68- 0.45% |
$7.11K - $7.67K
|
15.2K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-69- 0.47% |
$7.21K - $7.79K
|
14.7K
$1.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-70- 0.14% |
$7.32K - $7.9K
|
50.3K
$6.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-70- 1.51% |
$7.32K - $7.9K
|
4.57K
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-71- 3.24% |
$7.42K - $8.01K
|
2.12K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-73- 1.55% |
$7.63K - $8.24K
|
4.63K
$559K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-76- 1.8% |
$7.95K - $8.58K
|
4.15K
$501K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-78- 0.23% |
$8.15K - $8.8K
|
33.7K
$4.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-82- 0.18% |
$8.57K - $9.25K
|
45.6K
$5.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-82- 0.32% |
$8.57K - $9.25K
|
25.5K
$3.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-84- 0.31% |
$8.78K - $9.48K
|
27.1K
$3.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-90- 3.59% |
$9.41K - $10.2K
|
2.41K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-90- 4.02% |
$9.41K - $10.2K
|
2.15K
$260K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-95- 15.13% |
$9.93K - $10.7K
|
533
$64.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-95- 0.99% |
$9.93K - $10.7K
|
9.46K
$1.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-97- 70.8% |
$10.1K - $10.9K
|
40
$4.83K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-107- 5.08% |
$11.2K - $12.1K
|
2K
$241K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-111- 0.76% |
$11.6K - $12.5K
|
14.4K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-114- 2.84% |
$11.9K - $12.9K
|
3.9K
$471K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-116- 1.13% |
$12.1K - $13.1K
|
10.2K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-117- 0.6% |
$12.2K - $13.2K
|
19.3K
$2.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-127- 29.26% |
$13.3K - $14.3K
|
307
$37.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-128- 0.83% |
$13.4K - $14.4K
|
15.3K
$1.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-135- 0.56% |
$14.1K - $15.2K
|
23.8K
$2.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-141- 4.22% |
$14.7K - $15.9K
|
3.2K
$387K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-152- 5.59% |
$15.9K - $17.2K
|
2.57K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-160- 2.16% |
$16.7K - $18.1K
|
7.25K
$875K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-161- 1.06% |
$16.8K - $18.2K
|
15.1K
$1.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-164- 2.34% |
$17.1K - $18.5K
|
6.85K
$827K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-175- 1.17% |
$18.3K - $19.7K
|
14.8K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-176- 0.44% |
$18.4K - $19.9K
|
39.4K
$4.76M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-176- 0.44% |
$18.4K - $19.9K
|
39.4K
$4.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-182- 0.35% |
$19K - $20.5K
|
51.5K
$6.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-184- 4.44% |
$19.2K - $20.8K
|
3.96K
$478K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-212- 0.9% |
$22.2K - $23.9K
|
23.2K
$2.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-214- 2.34% |
$22.4K - $24.1K
|
8.94K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-220- 1.15% |
$23K - $24.8K
|
19K
$2.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-221- 3.68% |
$23.1K - $24.9K
|
5.79K
$699K
|