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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.03K+ 179.62% |
$357K - $411K
|
6.27K
$750K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.99K+ 20.69% |
$353K - $407K
|
23.2K
$2.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.97K+ 61.71% |
$351K - $405K
|
10.4K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3.91K+ 1.21% |
$347K - $400K
|
329K
$39.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.86KNew |
$342K - $394K
|
3.86K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.81KNew |
$338K - $389K
|
3.81K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.76K+ 12.31% |
$333K - $384K
|
34.3K
$4.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3.49K+ 5.04% |
$309K - $356K
|
72.7K
$8.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
3.46KNew |
$307K - $354K
|
3.46K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
3.45KNew |
$306K - $352K
|
3.45K
$413K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.43KNew |
$304K - $350K
|
3.43K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.34K+ 7.49% |
$296K - $341K
|
47.9K
$5.73M
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.23KNew |
$286K - $330K
|
3.23K
$386K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.22KNew |
$285K - $329K
|
3.22K
$385K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.1KNew |
$274K - $316K
|
3.1K
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.07K+ 5.93% |
$272K - $313K
|
54.8K
$6.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.91KNew |
$258K - $298K
|
2.91K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.86KNew |
$254K - $292K
|
2.86K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
2.8K+ 8.08% |
$248K - $286K
|
37.4K
$4.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.65KNew |
$234K - $270K
|
2.65K
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
2.62K+ 1.53% |
$232K - $268K
|
174K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.51KNew |
$223K - $257K
|
2.51K
$301K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.5KNew |
$222K - $256K
|
2.5K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.47KNew |
$218K - $252K
|
2.47K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.4KNew |
$213K - $245K
|
2.4K
$287K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
2.36K+ 3.11% |
$209K - $241K
|
78.3K
$9.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.29K+ 848.15% |
$203K - $234K
|
2.56K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.28KNew |
$202K - $233K
|
2.28K
$272K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.27KNew |
$201K - $232K
|
2.27K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
2.24KNew |
$198K - $229K
|
2.24K
$268K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.2KNew |
$195K - $225K
|
2.2K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.2K+ 40.73% |
$195K - $224K
|
7.59K
$908K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.17KNew |
$192K - $222K
|
2.17K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.17KNew |
$192K - $221K
|
2.17K
$259K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.15KNew |
$190K - $219K
|
2.15K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
2.15KNew |
$190K - $219K
|
2.15K
$257K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.13K+ 31.04% |
$189K - $218K
|
8.99K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
2.1KNew |
$186K - $215K
|
2.1K
$251K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.1KNew |
$186K - $214K
|
2.1K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.09K+ 50.9% |
$185K - $214K
|
6.2K
$741K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.08KNew |
$184K - $213K
|
2.08K
$249K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.08KNew |
$184K - $212K
|
2.08K
$248K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.03K+ 0.83% |
$179K - $207K
|
245K
$29.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.01KNew |
$178K - $205K
|
2.01K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.01KNew |
$178K - $205K
|
2.01K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2K+ 15.61% |
$177K - $204K
|
14.8K
$1.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
2KNew |
$177K - $204K
|
2K
$239K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.97K+ 6.2% |
$175K - $202K
|
33.8K
$4.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.97K+ 48.82% |
$175K - $201K
|
6.01K
$719K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.95K+ 5.25% |
$173K - $199K
|
39.1K
$4.68M
|