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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-253- 1.26% |
$22.4K - $25.8K
|
19.8K
$2.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-253- 1.26% |
$22.4K - $25.8K
|
19.8K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-254- 8.08% |
$22.5K - $25.9K
|
2.89K
$339K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-267- 1.22% |
$23.7K - $27.3K
|
21.6K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-270- 4.71% |
$23.9K - $27.6K
|
5.46K
$640K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-275- 5.63% |
$24.4K - $28.1K
|
4.61K
$541K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-281- 7.86% |
$24.9K - $28.7K
|
3.29K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-284- 10.5% |
$25.2K - $29K
|
2.42K
$284K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-293- 0.33% |
$26K - $29.9K
|
87.8K
$10.3M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-305- 1.57% |
$27K - $31.2K
|
19.1K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-308- 1.17% |
$27.3K - $31.5K
|
26.1K
$3.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-319- 13.04% |
$28.3K - $32.6K
|
2.13K
$250K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-352- 1.41% |
$31.2K - $36K
|
24.5K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-372- 5.96% |
$33K - $38K
|
5.87K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-397- 1.44% |
$35.2K - $40.6K
|
27.1K
$3.18M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-430- 22.35% |
$38.1K - $43.9K
|
1.49K
$175K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-435- 1.12% |
$38.5K - $44.4K
|
38.3K
$4.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-448- 1.73% |
$39.7K - $45.8K
|
25.4K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-450- 1.31% |
$39.9K - $46K
|
34K
$3.99M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-450- 8.67% |
$39.9K - $46K
|
4.74K
$556K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-480- 1.34% |
$42.5K - $49K
|
35.4K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-485- 6.54% |
$43K - $49.5K
|
6.93K
$813K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-486- 10.2% |
$43.1K - $49.6K
|
4.28K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-490- 10.9% |
$43.4K - $50.1K
|
4.01K
$470K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-498- 8.71% |
$44.1K - $50.9K
|
5.22K
$612K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-500- 11.87% |
$44.3K - $51.1K
|
3.71K
$435K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-505- 1.39% |
$44.7K - $51.6K
|
35.7K
$4.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-510- 8.55% |
$45.2K - $52.1K
|
5.46K
$640K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-520- 3.45% |
$46.1K - $53.1K
|
14.5K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-532- 5.81% |
$47.1K - $54.3K
|
8.62K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-570- 14.02% |
$50.5K - $58.2K
|
3.5K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-572- 0.64% |
$50.7K - $58.4K
|
89.3K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-588- 6.07% |
$52.1K - $60.1K
|
9.1K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-595- 16.14% |
$52.7K - $60.8K
|
3.09K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-628- 4.61% |
$55.6K - $64.2K
|
13K
$1.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-633- 3.6% |
$56.1K - $64.7K
|
17K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-704- 0.91% |
$62.4K - $71.9K
|
76.3K
$8.95M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-754- 8.57% |
$66.8K - $77K
|
8.04K
$943K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-756- 3.0% |
$67K - $77.2K
|
24.4K
$2.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-773- 0.97% |
$68.5K - $79K
|
78.7K
$9.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-777- 61.23% |
$68.8K - $79.4K
|
492
$57.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-789- 7.71% |
$69.9K - $80.6K
|
9.44K
$1.11M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-842- 3.31% |
$74.6K - $86K
|
24.6K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-855- 3.43% |
$75.7K - $87.3K
|
24.1K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-890- 24.72% |
$78.8K - $90.9K
|
2.71K
$318K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-921- 1.53% |
$81.6K - $94.1K
|
59.4K
$6.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-924- 11.95% |
$81.9K - $94.4K
|
6.81K
$799K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-996- 8.12% |
$88.2K - $102K
|
11.3K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.05K- 2.82% |
$92.8K - $107K
|
36K
$4.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.09K- 3.09% |
$96.2K - $111K
|
34.1K
$4M
|