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 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 8.0% |
$1.84K - $1.99K
|
270
$31.7K
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
20+ 0.25% |
$1.84K - $1.99K
|
7.98K
$936K
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
19New |
$1.75K - $1.89K
|
19
$2.23K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.09% |
$1.29K - $1.39K
|
15.4K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13+ 5.51% |
$1.2K - $1.29K
|
249
$29.2K
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11+ 0.55% |
$1.01K - $1.09K
|
2.02K
$236K
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
7+ 5.26% |
$644 - $696
|
140
$16.4K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.15% |
$276 - $298
|
1.99K
$233K
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
3+ 0.11% |
$276 - $298
|
2.71K
$318K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.11% |
$276 - $298
|
2.85K
$334K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 4.55% |
$92 - $99.4
|
23
$2.7K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1- 0.02% |
$92 - $99.4
|
4.08K
$479K
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2- 0.02% |
$184 - $199
|
8.99K
$1.05M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 0.95% |
$552 - $596
|
624
$73.2K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.04% |
$736 - $795
|
21.8K
$2.56M
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-10- 0.17% |
$920 - $994
|
5.73K
$672K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-11- 0.13% |
$1.01K - $1.09K
|
8.52K
$1M
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-12- 6.42% |
$1.1K - $1.19K
|
175
$20.5K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-13- 0.22% |
$1.2K - $1.29K
|
5.92K
$694K
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-20- 0.56% |
$1.84K - $1.99K
|
3.53K
$414K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-20- 1.58% |
$1.84K - $1.99K
|
1.24K
$146K
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-21- 0.03% |
$1.93K - $2.09K
|
70.7K
$8.29M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27- 0.32% |
$2.48K - $2.68K
|
8.35K
$979K
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-27- 0.17% |
$2.48K - $2.68K
|
16.2K
$1.9M
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-33- 0.5% |
$3.04K - $3.28K
|
6.6K
$774K
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-35- 1.53% |
$3.22K - $3.48K
|
2.26K
$264K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-35- 1.14% |
$3.22K - $3.48K
|
3.04K
$356K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-37- 1.58% |
$3.4K - $3.68K
|
2.3K
$270K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-44- 0.16% |
$4.05K - $4.37K
|
27.1K
$3.18M
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-46- 1.21% |
$4.23K - $4.57K
|
3.75K
$440K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-50- 1.78% |
$4.6K - $4.97K
|
2.76K
$324K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-53- 0.27% |
$4.88K - $5.27K
|
19.8K
$2.32M
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-53- 0.29% |
$4.88K - $5.27K
|
18.2K
$2.14M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-58- 0.21% |
$5.34K - $5.76K
|
27K
$3.17M
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-60- 2.25% |
$5.52K - $5.96K
|
2.6K
$305K
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-65- 0.68% |
$5.98K - $6.46K
|
9.45K
$1.11M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-66- 0.76% |
$6.07K - $6.56K
|
8.66K
$1.02M
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-74- 1.32% |
$6.81K - $7.35K
|
5.54K
$650K
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-75- 23.29% |
$6.9K - $7.45K
|
247
$29K
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-103- 2.09% |
$9.48K - $10.2K
|
4.82K
$565K
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-104- 0.38% |
$9.57K - $10.3K
|
27.5K
$3.22M
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-105- 0.72% |
$9.66K - $10.4K
|
14.6K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-110- 3.7% |
$10.1K - $10.9K
|
2.86K
$336K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-115- 2.96% |
$10.6K - $11.4K
|
3.76K
$441K
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-125- 4.23% |
$11.5K - $12.4K
|
2.83K
$332K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-131- 0.25% |
$12.1K - $13K
|
51.7K
$6.06M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-145- 3.34% |
$13.3K - $14.4K
|
4.2K
$492K
|
|
Oct 17, 2023
Q3 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-150- 2.32% |
$13.8K - $14.9K
|
6.32K
$741K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-153- 4.36% |
$14.1K - $15.2K
|
3.36K
$394K
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-154- 4.94% |
$14.2K - $15.3K
|
2.96K
$348K
|