Purchases and Sales Made in Q3 2023 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.8K+ 13.26% |
$2.28M - $2.47M
|
212K
$24.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.8KNew |
$2.19M - $2.37M
|
23.8K
$2.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
23.8K+ 61.41% |
$2.19M - $2.37M
|
62.6K
$7.34M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
22.3K+ 360.42% |
$2.05M - $2.21M
|
28.5K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.7K+ 4.3% |
$2M - $2.16M
|
527K
$61.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
21.6K+ 62.49% |
$1.99M - $2.15M
|
56.2K
$6.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.7K+ 2.03% |
$1.91M - $2.06M
|
1.04M
$122M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
17.2K+ 8.19% |
$1.58M - $1.71M
|
227K
$26.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.8KNew |
$1.55M - $1.67M
|
16.8K
$1.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
14.1K+ 25.5% |
$1.29M - $1.4M
|
69.2K
$8.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
13.9K+ 14.88% |
$1.28M - $1.39M
|
108K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
13.8K+ 124.57% |
$1.27M - $1.37M
|
24.9K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
13.4K+ 113.15% |
$1.23M - $1.33M
|
25.2K
$2.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.3K+ 8.82% |
$1.22M - $1.32M
|
164K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
12.6K+ 17.1% |
$1.16M - $1.25M
|
86.3K
$10.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 56.32% |
$1.13M - $1.22M
|
34.1K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.8KNew |
$1.08M - $1.17M
|
11.8K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
11.1K+ 69.74% |
$1.02M - $1.1M
|
27K
$3.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.9K+ 3.69% |
$1.01M - $1.09M
|
307K
$36M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
10.9KNew |
$1M - $1.08M
|
10.9K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10.7KNew |
$988K - $1.07M
|
10.7K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.4K+ 98.76% |
$956K - $1.03M
|
20.9K
$2.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.1K+ 9.79% |
$930K - $1M
|
113K
$13.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.68KNew |
$891K - $962K
|
9.68K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.4K+ 16.56% |
$865K - $934K
|
66.1K
$7.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
9.18K+ 37.55% |
$844K - $912K
|
33.6K
$3.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.13K+ 68.67% |
$840K - $907K
|
22.4K
$2.63M
|
|
|
Feb 12, 2024
Q3 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
8.75K+ 41.96% |
$806K - $870K
|
29.6K
$3.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
8.75K+ 41.96% |
$806K - $870K
|
29.6K
$3.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
BUY
|
- |
8.39KNew |
$772K - $834K
|
8.39K
$984K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.08K+ 43.22% |
$743K - $803K
|
26.8K
$3.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.31K+ 23.12% |
$673K - $727K
|
38.9K
$4.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.3KNew |
$672K - $726K
|
7.3K
$856K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6.79K+ 40.93% |
$625K - $675K
|
23.4K
$2.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.79K+ 41.74% |
$625K - $675K
|
23.1K
$2.7M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.61K+ 26.37% |
$608K - $657K
|
31.7K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
6.54K+ 166.46% |
$602K - $650K
|
10.5K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
6.44KNew |
$593K - $640K
|
6.44K
$755K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
6.4K+ 281.69% |
$589K - $636K
|
8.67K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6.31K+ 1.98% |
$580K - $627K
|
325K
$38.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.24KNew |
$574K - $620K
|
6.24K
$732K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
6.07K+ 56.78% |
$558K - $603K
|
16.8K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.94K+ 12.57% |
$547K - $591K
|
53.2K
$6.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.8K+ 1800.0% |
$533K - $576K
|
6.12K
$717K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.74K+ 4.81% |
$528K - $570K
|
125K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.7KNew |
$525K - $567K
|
5.7K
$668K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.32K+ 78.45% |
$489K - $528K
|
12.1K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.29K+ 198.24% |
$487K - $526K
|
7.96K
$933K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5.26K+ 1.16% |
$484K - $522K
|
458K
$53.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4.86KNew |
$448K - $483K
|
4.86K
$570K
|