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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-714- 12.34% |
$76.6K - $85.6K
|
5.07K
$607K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-745- 0.37% |
$79.9K - $89.3K
|
199K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-915- 2.83% |
$98.1K - $110K
|
31.4K
$3.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-945- 1.99% |
$101K - $113K
|
46.6K
$5.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-1.04K- 2.91% |
$111K - $124K
|
34.6K
$4.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.04K- 3.3% |
$112K - $125K
|
30.6K
$3.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-1.04K- 63.7% |
$112K - $125K
|
595
$71.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.06K- 1.72% |
$113K - $127K
|
60.4K
$7.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.06K- 1.42% |
$114K - $127K
|
73.9K
$8.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.06K- 2.93% |
$114K - $127K
|
35.2K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.06K- 33.03% |
$114K - $128K
|
2.16K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.07K- 4.75% |
$115K - $128K
|
21.4K
$2.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.1K- 21.19% |
$118K - $132K
|
4.09K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.13K- 7.97% |
$121K - $135K
|
13.1K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.15K- 13.94% |
$123K - $138K
|
7.1K
$849K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.2K- 9.75% |
$129K - $144K
|
11.1K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.26K- 0.83% |
$135K - $151K
|
151K
$18M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 33.33% |
$146K - $163K
|
2.72K
$326K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.38K- 5.92% |
$147K - $165K
|
21.8K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.45K- 3.5% |
$156K - $174K
|
40.1K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.52K- 19.7% |
$162K - $182K
|
6.17K
$738K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.54K- 39.12% |
$165K - $184K
|
2.39K
$286K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.56K- 0.52% |
$168K - $187K
|
298K
$35.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.62K- 22.03% |
$173K - $194K
|
5.72K
$684K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.69K- 19.83% |
$181K - $202K
|
6.82K
$815K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 2.63% |
$186K - $208K
|
64.2K
$7.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.73K- 3.88% |
$186K - $208K
|
43K
$5.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.77K- 33.26% |
$190K - $212K
|
3.56K
$425K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.8K- 26.98% |
$193K - $216K
|
4.87K
$583K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-1.84K- 31.34% |
$197K - $220K
|
4.03K
$482K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.11K- 4.61% |
$226K - $253K
|
43.7K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-2.14K- 16.77% |
$229K - $256K
|
10.6K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.15K- 6.72% |
$231K - $258K
|
29.9K
$3.57M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.23K- 47.86% |
$239K - $267K
|
2.42K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.33K- 6.47% |
$250K - $279K
|
33.6K
$4.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.47K- 59.6% |
$265K - $296K
|
1.68K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.75K- 6.98% |
$295K - $330K
|
36.7K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 47.02% |
$311K - $347K
|
3.26K
$390K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-2.95K- 40.59% |
$316K - $353K
|
4.31K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3K- 2.3% |
$322K - $360K
|
128K
$15.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-3.3K- 31.49% |
$354K - $395K
|
7.17K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-3.34K- 5.1% |
$358K - $400K
|
62.1K
$7.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.36K- 15.17% |
$360K - $403K
|
18.8K
$2.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-3.6K- 22.16% |
$386K - $432K
|
12.7K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.88K- 23.59% |
$416K - $465K
|
12.6K
$1.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-4.1K- 0.3% |
$440K - $491K
|
1.38M
$165M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.11K- 33.52% |
$441K - $493K
|
8.16K
$976K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-4.21K- 57.08% |
$452K - $505K
|
3.17K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-4.55K- 38.32% |
$488K - $545K
|
7.32K
$876K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.59K- 3.4% |
$492K - $550K
|
130K
$15.6M
|