Purchases and Sales Made in Q3 2024 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q3 2024. 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 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-230- 9.97% |
$24.7K - $27.6K
|
2.08K
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
SELL
|
- |
-232- 0.55% |
$24.9K - $27.8K
|
42.1K
$5.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-235- 0.59% |
$25.2K - $28.2K
|
39.6K
$4.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-242- 2.54% |
$26K - $29K
|
9.29K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-249- 9.79% |
$26.7K - $29.8K
|
2.3K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-250- 1.33% |
$26.8K - $30K
|
18.5K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-262- 1.38% |
$28.1K - $31.4K
|
18.7K
$2.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-266- 1.81% |
$28.5K - $31.9K
|
14.4K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-266- 3.42% |
$28.5K - $31.9K
|
7.52K
$899K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-272- 4.81% |
$29.2K - $32.6K
|
5.38K
$644K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-275- 0.06% |
$29.5K - $33K
|
473K
$56.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-312- 0.78% |
$33.5K - $37.4K
|
39.6K
$4.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-317- 9.29% |
$34K - $38K
|
3.1K
$370K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-323- 0.48% |
$34.6K - $38.7K
|
66.9K
$8M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-328- 1.06% |
$35.2K - $39.3K
|
30.7K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-331- 2.3% |
$35.5K - $39.7K
|
14.1K
$1.68M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-335- 7.16% |
$35.9K - $40.1K
|
4.34K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-346- 0.87% |
$37.1K - $41.5K
|
39.5K
$4.73M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-369- 7.98% |
$39.6K - $44.2K
|
4.26K
$509K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-369- 3.12% |
$39.6K - $44.2K
|
11.5K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-385- 4.07% |
$41.3K - $46.1K
|
9.08K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-388- 2.81% |
$41.6K - $46.5K
|
13.4K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-400- 3.04% |
$42.9K - $47.9K
|
12.8K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-400- 1.89% |
$42.9K - $47.9K
|
20.8K
$2.49M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-413- 16.86% |
$44.3K - $49.5K
|
2.04K
$244K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-425- 19.57% |
$45.6K - $50.9K
|
1.75K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-435- 0.94% |
$46.6K - $52.1K
|
45.9K
$5.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-435- 3.97% |
$46.6K - $52.1K
|
10.5K
$1.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-438- 9.31% |
$47K - $52.5K
|
4.27K
$510K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-448- 3.55% |
$48K - $53.7K
|
12.2K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-448- 2.46% |
$48K - $53.7K
|
17.8K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-452- 3.59% |
$48.5K - $54.2K
|
12.1K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-461- 1.94% |
$49.4K - $55.2K
|
23.3K
$2.79M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-462- 1.43% |
$49.5K - $55.4K
|
31.8K
$3.81M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-464- 2.66% |
$49.8K - $55.6K
|
17K
$2.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-492- 2.09% |
$52.8K - $59K
|
23.1K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-503- 44.47% |
$53.9K - $60.3K
|
628
$75.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-513- 1.52% |
$55K - $61.5K
|
33.2K
$3.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-523- 13.23% |
$56.1K - $62.7K
|
3.43K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-540- 9.0% |
$57.9K - $64.7K
|
5.46K
$653K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-541- 2.8% |
$58K - $64.8K
|
18.8K
$2.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-542- 2.84% |
$58.1K - $65K
|
18.6K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-554- 17.77% |
$59.4K - $66.4K
|
2.56K
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-560- 9.16% |
$60.1K - $67.1K
|
5.56K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-666- 19.13% |
$71.4K - $79.8K
|
2.82K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-677- 13.7% |
$72.6K - $81.1K
|
4.26K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-685- 14.76% |
$73.5K - $82.1K
|
3.96K
$473K
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-693- 6.44% |
$74.3K - $83K
|
10.1K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-702- 3.24% |
$75.3K - $84.1K
|
20.9K
$2.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-703- 4.91% |
$75.4K - $84.2K
|
13.6K
$1.63M
|