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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-533- 0.67% |
$49K - $53K
|
79.5K
$9.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-536- 11.55% |
$49.3K - $53.3K
|
4.1K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-557- 2.03% |
$51.3K - $55.4K
|
26.9K
$3.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-565- 12.66% |
$52K - $56.2K
|
3.9K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-572- 11.29% |
$52.6K - $56.9K
|
4.5K
$527K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-604- 7.61% |
$55.6K - $60K
|
7.33K
$859K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-624- 13.17% |
$57.4K - $62K
|
4.11K
$482K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-624- 17.43% |
$57.4K - $62K
|
2.96K
$347K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-625- 1.68% |
$57.5K - $62.1K
|
36.7K
$4.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-625- 11.59% |
$57.5K - $62.1K
|
4.77K
$559K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-640- 2.16% |
$58.9K - $63.6K
|
29K
$3.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-647- 2.49% |
$59.5K - $64.3K
|
25.3K
$2.97M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-650- 1.96% |
$59.8K - $64.6K
|
32.5K
$3.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-654- 3.55% |
$60.2K - $65K
|
17.8K
$2.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-687- 9.03% |
$63.2K - $68.3K
|
6.92K
$811K
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-720- 9.32% |
$66.3K - $71.6K
|
7K
$821K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-814- 29.73% |
$74.9K - $80.9K
|
1.92K
$226K
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-825- 14.81% |
$75.9K - $82K
|
4.74K
$556K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-832- 1.18% |
$76.6K - $82.7K
|
70K
$8.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-842- 9.82% |
$77.5K - $83.7K
|
7.73K
$906K
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-883- 3.39% |
$81.3K - $87.8K
|
25.2K
$2.95M
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-934- 7.38% |
$85.9K - $92.8K
|
11.7K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.01K- 9.35% |
$93.2K - $101K
|
9.82K
$1.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.03K- 14.12% |
$94.8K - $102K
|
6.27K
$735K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.08K- 5.06% |
$99.3K - $107K
|
20.3K
$2.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.19K- 7.51% |
$109K - $118K
|
14.6K
$1.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.26K- 5.28% |
$116K - $125K
|
22.6K
$2.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.28K- 12.96% |
$118K - $127K
|
8.6K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 11.25% |
$119K - $129K
|
10.2K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.31K- 0.61% |
$121K - $130K
|
213K
$25M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.31K- 34.89% |
$121K - $130K
|
2.45K
$287K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.35K- 7.15% |
$124K - $134K
|
17.5K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.42K- 23.41% |
$130K - $141K
|
4.64K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.45K- 1.65% |
$134K - $144K
|
86.7K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.46K- 0.99% |
$135K - $146K
|
147K
$17.2M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.6K- 1.78% |
$147K - $159K
|
88.1K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.61K- 39.7% |
$148K - $160K
|
2.45K
$287K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-1.63K- 4.5% |
$150K - $162K
|
34.6K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.69K- 8.47% |
$155K - $168K
|
18.2K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.7K- 24.66% |
$156K - $169K
|
5.19K
$609K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.86K- 3.73% |
$171K - $184K
|
47.9K
$5.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.9K- 34.01% |
$175K - $189K
|
3.69K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.97K- 23.41% |
$181K - $195K
|
6.43K
$754K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.19K- 4.78% |
$201K - $218K
|
43.6K
$5.11M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.44K- 48.93% |
$225K - $243K
|
2.55K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.51K- 3.36% |
$231K - $250K
|
72.3K
$8.47M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.54K- 3.8% |
$234K - $253K
|
64.3K
$7.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-2.7K- 4.06% |
$248K - $268K
|
63.8K
$7.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.77K- 37.87% |
$254K - $275K
|
4.54K
$532K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.81K- 20.23% |
$259K - $279K
|
11.1K
$1.3M
|