Purchases and Sales Made in Q3 2023 in Ishares Msci Acwi ETF (ACWI)

ACWI Quotes by TradingView

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 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
4.84K
+ 83.52%
$445K - $481K
10.6K $1.27M
Nov 14, 2023 Q3 2023
Marshall Wace, LLP

London, X0
BUY
 -
4.7K
New
$432K - $467K
4.7K $562K
Nov 14, 2023 Q3 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
4.63K
+ 118.58%
$426K - $461K
8.54K $1.02M
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
4.56K
+ 3.42%
$420K - $453K
138K $16.5M
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
4.55K
+ 4.23%
$419K - $452K
112K $13.4M
Nov 13, 2023 Q3 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
4.53K
+ 9.82%
$417K - $450K
50.6K $6.05M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
4.25K
+ 4.03%
$391K - $422K
110K $13.1M
Nov 14, 2023 Q3 2023
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
4.2K
+ 96.05%
$387K - $418K
8.58K $1.03M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.2K
+ 14.61%
$387K - $418K
33K $3.94M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
4.17K
New
$383K - $414K
4.17K $498K
Nov 13, 2023 Q3 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
3.32K
New
$305K - $330K
3.32K $397K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
3.2K
+ 8.9%
$294K - $318K
39.1K $4.68M
Nov 13, 2023 Q3 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
3.17K
+ 0.76%
$291K - $315K
417K $49.9M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
2.96K
+ 2.5%
$272K - $294K
121K $14.5M
Oct 24, 2023 Q3 2023
Catalyst Private Wealth, LLC

BUY
 -
2.94K
+ 18.7%
$271K - $293K
18.7K $2.24M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
2.76K
+ 573.03%
$254K - $275K
3.24K $388K
Nov 07, 2023 Q3 2023
Metis Global Partners, LLC

BUY
 -
2.71K
+ 11.54%
$249K - $269K
26.2K $3.13M
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
2.66K
+ 7.59%
$245K - $265K
37.8K $4.51M
Nov 03, 2023 Q3 2023
Pictet North America Advisors Sa

BUY
 -
2.6K
+ 18.58%
$239K - $258K
16.6K $1.98M
Nov 02, 2023 Q3 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
2.57K
+ 11.05%
$237K - $256K
25.8K $3.09M
Oct 26, 2023 Q3 2023
Waldron Private Wealth LLC

BUY
 -
2.46K
+ 1.3%
$227K - $245K
192K $22.9M
Aug 29, 2024 Q3 2023
Waldron Private Wealth LLC

BUY
 -
2.46K
+ 1.3%
$227K - $245K
192K $22.9M
Oct 24, 2023 Q3 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
2.46K
+ 1.76%
$226K - $244K
142K $17M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
2.45K
New
$225K - $244K
2.45K $293K
Nov 13, 2023 Q3 2023
Advisory Research Inc

Chicago, IL
BUY
 -
2.38K
New
$219K - $237K
2.38K $285K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
2.36K
+ 0.73%
$217K - $234K
326K $39M
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
2.27K
New
$208K - $225K
2.27K $271K
Nov 07, 2023 Q3 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
1.99K
+ 44.58%
$183K - $197K
6.44K $770K
Nov 13, 2023 Q3 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
1.81K
+ 16.45%
$167K - $180K
12.8K $1.53M
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.78K
+ 9.18%
$164K - $177K
21.2K $2.53M
Nov 07, 2023 Q3 2023
Barclays PLC

London, X0
BUY
 -
1.62K
+ 2.08%
$149K - $161K
79.3K $9.49M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.56K
+ 8.09%
$143K - $155K
20.8K $2.49M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.31K
+ 4.48%
$121K - $130K
30.5K $3.65M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.27K
New
$117K - $126K
1.27K $152K
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
1.23K
+ 8.96%
$113K - $122K
14.9K $1.78M
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
973
+ 5.32%
$89.5K - $96.7K
19.3K $2.3M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
971
+ 21.96%
$89.4K - $96.5K
5.39K $645K
Nov 09, 2023 Q3 2023
Angeles Investment Advisors, LLC

BUY
 -
908
+ 7.14%
$83.6K - $90.2K
13.6K $1.63M
Oct 11, 2023 Q3 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
745
+ 5.13%
$68.6K - $74K
15.3K $1.82M
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
715
+ 12.51%
$65.8K - $71.1K
6.43K $769K
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
714
+ 20.45%
$65.7K - $71K
4.21K $503K
Nov 07, 2023 Q3 2023
Gryphon Financial Partners LLC

BUY
 -
698
+ 0.67%
$64.2K - $69.4K
105K $12.6M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
613
+ 11.45%
$56.4K - $60.9K
5.97K $714K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
575
New
$52.9K - $57.1K
575 $68.8K
Nov 14, 2023 Q3 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
563
+ 8.89%
$51.8K - $56K
6.89K $824K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
547
+ 8.05%
$50.3K - $54.4K
7.34K $878K
Nov 08, 2023 Q3 2023
Alpha Star Capital Management, LLC

BUY
 -
499
+ 11.91%
$45.9K - $49.6K
4.69K $561K
Feb 16, 2024 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
480
+ 1.35%
$44.2K - $47.7K
35.9K $4.3M
Oct 30, 2023 Q3 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
477
+ 2.07%
$43.9K - $47.4K
23.6K $2.82M

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