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
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
430+ 1.56% |
$38.1K - $43.9K
|
27.9K
$3.34M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
407+ 10175.0% |
$36.1K - $41.6K
|
411
$49.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
407+ 0.15% |
$36.1K - $41.6K
|
266K
$31.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
400+ 11.07% |
$35.4K - $40.9K
|
4.01K
$480K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
394New |
$34.9K - $40.2K
|
394
$47.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
384+ 0.81% |
$34K - $39.2K
|
48K
$5.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
384+ 116.36% |
$34K - $39.2K
|
714
$85.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
383+ 9.13% |
$33.9K - $39.1K
|
4.58K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
363+ 0.7% |
$32.2K - $37.1K
|
51.9K
$6.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
352+ 1.92% |
$31.2K - $36K
|
18.7K
$2.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
346+ 2.92% |
$30.7K - $35.3K
|
12.2K
$1.46M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
329New |
$29.1K - $33.6K
|
329
$39.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
328+ 6.32% |
$29.1K - $33.5K
|
5.52K
$660K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
319+ 11.03% |
$28.3K - $32.6K
|
3.21K
$384K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
302New |
$26.8K - $30.8K
|
302
$36.1K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
291New |
$25.8K - $29.7K
|
291
$34.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
288+ 0.76% |
$25.5K - $29.4K
|
38K
$4.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
284+ 1.06% |
$25.2K - $29K
|
27.1K
$3.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
250+ 1.6% |
$22.1K - $25.5K
|
15.9K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
246+ 1.66% |
$21.8K - $25.1K
|
15.1K
$1.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
233New |
$20.6K - $23.8K
|
233
$27.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
233+ 7.58% |
$20.6K - $23.8K
|
3.31K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
224+ 324.64% |
$19.8K - $22.9K
|
293
$35K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
222+ 3.54% |
$19.7K - $22.7K
|
6.49K
$776K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
217+ 7.6% |
$19.2K - $22.2K
|
3.07K
$367K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
201+ 2.34% |
$17.8K - $20.5K
|
8.8K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
200+ 6.97% |
$17.7K - $20.4K
|
3.07K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
190+ 0.26% |
$16.8K - $19.4K
|
72.9K
$8.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
187+ 1.08% |
$16.6K - $19.1K
|
17.6K
$2.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
171+ 5.77% |
$15.1K - $17.5K
|
3.14K
$375K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
170New |
$15.1K - $17.4K
|
170
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
161+ 4.56% |
$14.3K - $16.4K
|
3.69K
$441K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
158+ 2.19% |
$14K - $16.1K
|
7.37K
$881K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
158+ 2.05% |
$14K - $16.1K
|
7.86K
$940K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
151New |
$13.4K - $15.4K
|
151
$18.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
149+ 0.21% |
$13.2K - $15.2K
|
70.1K
$8.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
125New |
$11.1K - $12.8K
|
125
$15K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
123+ 37.85% |
$10.9K - $12.6K
|
448
$53.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
113+ 0.93% |
$10K - $11.5K
|
12.2K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
106New |
$9.39K - $10.8K
|
106
$12.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
106+ 0.94% |
$9.39K - $10.8K
|
11.3K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
101New |
$8.95K - $10.3K
|
101
$12.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
97+ 0.95% |
$8.59K - $9.91K
|
10.3K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
77+ 2.05% |
$6.82K - $7.87K
|
3.84K
$459K
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
76+ 3.11% |
$6.73K - $7.76K
|
2.52K
$301K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75New |
$6.64K - $7.66K
|
75
$8.97K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
69+ 1.17% |
$6.11K - $7.05K
|
5.99K
$716K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
62New |
$5.49K - $6.33K
|
62
$7.42K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
53+ 0.13% |
$4.7K - $5.41K
|
39.9K
$4.77M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
49+ 0.11% |
$4.34K - $5.01K
|
45.7K
$5.47M
|