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 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.83K- 26.81% |
$261K - $282K
|
7.74K
$925K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.84K- 6.0% |
$262K - $282K
|
44.6K
$5.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.86K- 30.85% |
$263K - $284K
|
6.41K
$766K
|
|
|
Oct 27, 2023
Q3 2023
|
Nationwide Asset Management LLC
|
SELL
|
- |
-2.89K- 1.45% |
$266K - $287K
|
196K
$23.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.89K- 85.71% |
$266K - $287K
|
482
$57.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-3.08K- 13.47% |
$283K - $306K
|
19.8K
$2.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.09K- 2.08% |
$284K - $307K
|
146K
$17.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.16K- 2.07% |
$291K - $314K
|
150K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.31K- 42.04% |
$304K - $329K
|
4.56K
$546K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.59K- 18.68% |
$330K - $356K
|
15.6K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-3.62K- 34.45% |
$333K - $360K
|
6.9K
$825K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.77K- 24.84% |
$347K - $375K
|
11.4K
$1.36M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-3.79K- 39.41% |
$348K - $376K
|
5.82K
$696K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.89K- 18.23% |
$358K - $386K
|
17.4K
$2.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.09K- 3.96% |
$377K - $407K
|
99.2K
$11.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.81K- 25.94% |
$443K - $478K
|
13.7K
$1.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.18K- 11.8% |
$477K - $515K
|
38.7K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.59K- 11.19% |
$515K - $556K
|
44.4K
$5.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.88K- 94.69% |
$541K - $585K
|
330
$39.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.3K- 10.99% |
$580K - $626K
|
51K
$6.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6.34K- 9.51% |
$583K - $630K
|
60.3K
$7.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.37K- 24.08% |
$586K - $633K
|
20.1K
$2.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.37K- 24.08% |
$586K - $633K
|
20.1K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.66K- 4.62% |
$613K - $662K
|
137K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.82K- 16.41% |
$627K - $678K
|
34.7K
$4.15M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.9K- 2.03% |
$634K - $685K
|
332K
$39.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-6.9K- 20.75% |
$635K - $686K
|
26.4K
$3.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7.2K- 8.55% |
$663K - $716K
|
77K
$9.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.37K- 40.55% |
$678K - $732K
|
10.8K
$1.29M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.38K- 70.43% |
$679K - $734K
|
3.1K
$371K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.63K- 17.41% |
$702K - $758K
|
36.2K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.69K- 12.5% |
$708K - $765K
|
53.8K
$6.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.92K- 37.68% |
$729K - $787K
|
13.1K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.03K- 20.66% |
$739K - $798K
|
30.8K
$3.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-8.3K- 12.7% |
$764K - $825K
|
57.1K
$6.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.41K- 4.68% |
$774K - $836K
|
171K
$20.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.66K- 5.62% |
$797K - $861K
|
145K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.1K- 1.84% |
$837K - $904K
|
485K
$58M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-9.96K- 24.75% |
$916K - $990K
|
30.3K
$3.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.2K- 43.24% |
$939K - $1.01M
|
13.4K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-11.9K- 3.64% |
$1.1M - $1.19M
|
316K
$37.8M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.1K- 3.61% |
$1.21M - $1.31M
|
351K
$41.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13.2K- 0.9% |
$1.22M - $1.31M
|
1.45M
$173M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-13.4K- 12.76% |
$1.23M - $1.33M
|
91.6K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-14.9K- 3.84% |
$1.37M - $1.48M
|
374K
$44.8M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-16.6K- 32.51% |
$1.53M - $1.65M
|
34.4K
$4.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-18K- 6.99% |
$1.66M - $1.79M
|
240K
$28.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-22.4K- 41.45% |
$2.06M - $2.22M
|
31.6K
$3.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-23.2K- 51.99% |
$2.13M - $2.3M
|
21.4K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-24.7K- 38.59% |
$2.27M - $2.45M
|
39.3K
$4.7M
|