Purchases and Sales Made in Q4 2023 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
73.3K+ 32.34% |
$6.5M - $7.49M
|
300K
$35.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
69.1K+ 527.29% |
$6.12M - $7.05M
|
82.2K
$9.83M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
68.8K+ 109.89% |
$6.09M - $7.02M
|
131K
$15.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
68.5K+ 72.27% |
$6.06M - $6.99M
|
163K
$19.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
63.3K+ 574.25% |
$5.61M - $6.47M
|
74.4K
$8.89M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
62.8KNew |
$5.57M - $6.42M
|
62.8K
$7.51M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
61.7KNew |
$5.46M - $6.3M
|
61.7K
$7.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61K+ 45.39% |
$5.41M - $6.23M
|
195K
$23.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.5K+ 183.43% |
$5.36M - $6.18M
|
93.4K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
57.7KNew |
$5.11M - $5.9M
|
57.7K
$6.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
57.7KNew |
$5.11M - $5.89M
|
57.7K
$6.9M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
57.6KNew |
$5.11M - $5.89M
|
57.6K
$6.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
57.6K+ 15.38% |
$5.1M - $5.88M
|
432K
$51.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
56.1K+ 18.28% |
$4.97M - $5.73M
|
363K
$43.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55.2K+ 1781.87% |
$4.89M - $5.64M
|
58.3K
$6.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
50.3KNew |
$4.46M - $5.14M
|
50.3K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
50.1K+ 17.73% |
$4.44M - $5.12M
|
333K
$39.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49.6K+ 4.06% |
$4.39M - $5.06M
|
1.27M
$152M
|
|
|
Feb 13, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
47.3K+ 87.14% |
$4.19M - $4.83M
|
102K
$12.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
46.8K+ 177.59% |
$4.15M - $4.78M
|
73.2K
$8.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
45.5K+ 21.37% |
$4.03M - $4.65M
|
258K
$30.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
44.9K+ 8.46% |
$3.98M - $4.59M
|
576K
$68.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
42.8K+ 64.68% |
$3.79M - $4.37M
|
109K
$13M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37.4K+ 24.98% |
$3.31M - $3.82M
|
187K
$22.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
37.1K+ 40.49% |
$3.28M - $3.79M
|
129K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
35.9KNew |
$3.18M - $3.67M
|
35.9K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
35.7K+ 141.72% |
$3.16M - $3.64M
|
60.8K
$7.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
30.6KNew |
$2.72M - $3.13M
|
30.6K
$3.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
28K+ 43.89% |
$2.48M - $2.86M
|
91.8K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
27.7K+ 3.44% |
$2.45M - $2.83M
|
832K
$99.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
27.6K+ 33.26% |
$2.45M - $2.82M
|
111K
$13.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25.4KNew |
$2.25M - $2.59M
|
25.4K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
24.7KNew |
$2.19M - $2.52M
|
24.7K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
24.6K+ 10.24% |
$2.17M - $2.51M
|
264K
$31.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
24.4KNew |
$2.16M - $2.49M
|
24.4K
$2.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.4K+ 108.8% |
$2.16M - $2.49M
|
46.8K
$5.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
23.9KNew |
$2.12M - $2.45M
|
23.9K
$2.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
22.9K+ 691.41% |
$2.03M - $2.34M
|
26.3K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22.1KNew |
$1.96M - $2.26M
|
22.1K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
21.8K+ 119.83% |
$1.93M - $2.23M
|
40.1K
$4.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Minot Capital, LP
Boulder, CO |
BUY
|
- |
20.1K+ 1.96% |
$1.78M - $2.05M
|
1.05M
$125M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
19.9K+ 277.12% |
$1.76M - $2.03M
|
27K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$1.74M - $2.01M
|
19.7K
$2.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
19.7KNew |
$1.74M - $2.01M
|
19.7K
$2.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18.7KNew |
$1.65M - $1.91M
|
18.7K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
17.9KNew |
$1.59M - $1.83M
|
17.9K
$2.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
17.7KNew |
$1.57M - $1.81M
|
17.7K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
17.1KNew |
$1.52M - $1.75M
|
17.1K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16.4K+ 12.32% |
$1.46M - $1.68M
|
150K
$17.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15.9K+ 89.46% |
$1.41M - $1.62M
|
33.7K
$4.03M
|