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 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-222- 1.17% |
$23.2K - $25K
|
18.8K
$2.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-233- 0.73% |
$24.4K - $26.3K
|
31.6K
$3.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-243- 3.94% |
$25.4K - $27.4K
|
5.92K
$715K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-245- 3.26% |
$25.6K - $27.6K
|
7.27K
$878K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-270- 4.84% |
$28.2K - $30.5K
|
5.31K
$641K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-276- 8.37% |
$28.9K - $31.1K
|
3.02K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-280- 0.38% |
$29.3K - $31.6K
|
72.7K
$8.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-308- 5.05% |
$32.2K - $34.8K
|
5.79K
$699K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-312- 9.1% |
$32.6K - $35.2K
|
3.12K
$377K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-321- 10.86% |
$33.6K - $36.2K
|
2.64K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-337- 2.23% |
$35.2K - $38K
|
14.8K
$1.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-344- 7.77% |
$36K - $38.8K
|
4.08K
$493K
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-348- 8.42% |
$36.4K - $39.3K
|
3.78K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-349- 1.83% |
$36.5K - $39.4K
|
18.8K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-393- 7.37% |
$41.1K - $44.3K
|
4.94K
$597K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-408- 1.12% |
$42.7K - $46K
|
36.1K
$4.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-418- 17.87% |
$43.7K - $47.2K
|
1.92K
$232K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-431- 1.33% |
$45.1K - $48.6K
|
32K
$3.87M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-434- 1.47% |
$45.4K - $49K
|
29.2K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-443- 1.22% |
$46.3K - $50K
|
36K
$4.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-445- 4.17% |
$46.5K - $50.2K
|
10.2K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-446- 0.76% |
$46.6K - $50.3K
|
58.2K
$7.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-496- 3.83% |
$51.9K - $56K
|
12.5K
$1.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-519- 3.5% |
$54.3K - $58.6K
|
14.3K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-520- 1.12% |
$54.4K - $58.7K
|
45.8K
$5.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-528- 0.63% |
$55.2K - $59.6K
|
83.2K
$10.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-531- 0.41% |
$55.5K - $59.9K
|
130K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-609- 7.44% |
$63.7K - $68.7K
|
7.58K
$916K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-615- 3.4% |
$64.3K - $69.4K
|
17.5K
$2.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-616- 11.58% |
$64.4K - $69.5K
|
4.71K
$568K
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-713- 5.35% |
$74.5K - $80.4K
|
12.6K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-729- 7.26% |
$76.2K - $82.3K
|
9.31K
$1.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-736- 17.95% |
$76.9K - $83K
|
3.37K
$406K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-750- 10.11% |
$78.4K - $84.6K
|
6.67K
$806K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-753- 1.09% |
$78.7K - $85K
|
68.3K
$8.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-765- 4.48% |
$80K - $86.3K
|
16.3K
$1.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-784- 3.4% |
$82K - $88.5K
|
22.3K
$2.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-795- 3.87% |
$83.1K - $89.7K
|
19.8K
$2.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-817- 7.06% |
$85.4K - $92.2K
|
10.8K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-865- 11.92% |
$90.4K - $97.6K
|
6.39K
$772K
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-869- 3.56% |
$90.8K - $98K
|
23.6K
$2.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-968- 94.26% |
$101K - $109K
|
59
$7.13K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 13.24% |
$105K - $114K
|
6.6K
$797K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.03K- 0.29% |
$108K - $116K
|
355K
$42.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.07K- 27.83% |
$112K - $121K
|
2.77K
$335K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.07K- 2.21% |
$112K - $121K
|
47.5K
$5.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.1K- 1.29% |
$115K - $124K
|
84.5K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.14K- 5.61% |
$119K - $128K
|
19.1K
$2.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.2K- 1.37% |
$125K - $135K
|
86.2K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.24K- 7.07% |
$129K - $140K
|
16.3K
$1.96M
|