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
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.25K- 2.65% |
$131K - $141K
|
46K
$5.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.26K- 32.56% |
$132K - $143K
|
2.62K
$316K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-1.27K- 9.34% |
$132K - $143K
|
12.3K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.27K- 9.24% |
$133K - $144K
|
12.5K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.27K- 2.75% |
$133K - $144K
|
45K
$5.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.28K- 2.69% |
$134K - $145K
|
46.4K
$5.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 4.85% |
$137K - $148K
|
25.7K
$3.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.36K- 9.37% |
$142K - $154K
|
13.2K
$1.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-1.41K- 4.34% |
$147K - $159K
|
31K
$3.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.44K- 3.48% |
$150K - $162K
|
39.8K
$4.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.49K- 0.44% |
$155K - $168K
|
339K
$41M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-1.54K- 1.36% |
$161K - $174K
|
112K
$13.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Wind River Trust CO
|
SELL
|
- |
-1.55K- 1.25% |
$162K - $175K
|
123K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.57K- 0.85% |
$164K - $177K
|
182K
$22M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.61K- 8.4% |
$168K - $181K
|
17.5K
$2.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.61K- 10.18% |
$168K - $181K
|
14.2K
$1.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 2.43% |
$172K - $185K
|
66K
$7.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.69K- 11.32% |
$177K - $191K
|
13.3K
$1.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.72K- 4.23% |
$179K - $194K
|
38.8K
$4.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.78K- 6.03% |
$186K - $200K
|
27.7K
$3.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.83K- 31.66% |
$192K - $207K
|
3.95K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.85K- 0.99% |
$193K - $208K
|
184K
$22.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.88K- 0.78% |
$196K - $212K
|
238K
$28.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.9K- 37.55% |
$199K - $215K
|
3.16K
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-1.93K- 41.75% |
$202K - $218K
|
2.7K
$326K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.04K- 13.4% |
$213K - $230K
|
13.2K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.04K- 1.77% |
$213K - $230K
|
113K
$13.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.34K- 6.76% |
$245K - $264K
|
32.3K
$3.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.37K- 5.03% |
$247K - $267K
|
44.7K
$5.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.37K- 5.4% |
$248K - $267K
|
41.5K
$5.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.49K- 0.65% |
$260K - $281K
|
380K
$45.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.55K- 1.24% |
$267K - $288K
|
204K
$24.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.83K- 89.73% |
$296K - $319K
|
324
$39.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.84K- 7.26% |
$297K - $321K
|
36.3K
$4.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.01K- 1.94% |
$315K - $340K
|
152K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-3.05K- 11.38% |
$319K - $344K
|
23.7K
$2.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.1K- 46.6% |
$324K - $349K
|
3.55K
$429K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.15K- 8.88% |
$329K - $355K
|
32.3K
$3.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-3.68K- 17.69% |
$385K - $416K
|
17.1K
$2.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.72K- 22.49% |
$388K - $419K
|
12.8K
$1.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3.75K- 21.35% |
$392K - $423K
|
13.8K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-4.14K- 15.75% |
$433K - $467K
|
22.1K
$2.67M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-4.19K- 6.53% |
$438K - $472K
|
59.9K
$7.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-4.61K- 6.57% |
$481K - $520K
|
65.5K
$7.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.95K- 1.92% |
$518K - $559K
|
254K
$30.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5.08K- 87.67% |
$531K - $573K
|
714
$86.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-5.13K- 11.47% |
$536K - $579K
|
39.6K
$4.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-5.24K- 1.56% |
$548K - $591K
|
330K
$39.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5.68K- 50.49% |
$594K - $641K
|
5.57K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.94K- 30.05% |
$621K - $670K
|
13.8K
$1.67M
|