Purchases and Sales Made in Q1 2023 in Ishares Msci Acwi Ex Us ETF (ACWX)
This table provides information about the institutional ownership of Ishares Msci Acwi Ex Us ETF (ACWX) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI EX US ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.97K+ 19.43% |
$90.3K - $98.7K
|
12.1K
$632K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.93K+ 47.3% |
$88.3K - $96.5K
|
6.01K
$313K
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.72K+ 4.0% |
$78.5K - $85.8K
|
44.6K
$2.32M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.65K+ 11.84% |
$75.7K - $82.7K
|
15.6K
$814K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.53K+ 3.02% |
$70.1K - $76.6K
|
52.3K
$2.72M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.45K+ 0.82% |
$66.4K - $72.5K
|
179K
$9.33M
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.33K+ 1.28% |
$60.7K - $66.3K
|
105K
$5.45M
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.27K+ 4.17% |
$58.2K - $63.5K
|
31.7K
$1.65M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.19K+ 22.22% |
$54.7K - $59.7K
|
6.57K
$342K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.18K+ 107.97% |
$54K - $59K
|
2.27K
$118K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
996+ 5.48% |
$45.6K - $49.8K
|
19.2K
$998K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
872New |
$39.9K - $43.6K
|
872
$45.4K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
828+ 14.44% |
$37.9K - $41.4K
|
6.56K
$342K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
822+ 2.88% |
$37.6K - $41.1K
|
29.3K
$1.53M
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
801New |
$36.7K - $40.1K
|
801
$41.7K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
743+ 0.4% |
$34K - $37.2K
|
185K
$9.66M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
741+ 5.2% |
$33.9K - $37.1K
|
15K
$782K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
707New |
$32.4K - $35.4K
|
707
$36.8K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
693+ 1.71% |
$31.7K - $34.7K
|
41.1K
$2.14M
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
550New |
$25.2K - $27.5K
|
550
$28.7K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
531+ 11.6% |
$24.3K - $26.6K
|
5.11K
$266K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
483New |
$22.1K - $24.2K
|
483
$25.2K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
388+ 4.47% |
$17.8K - $19.4K
|
9.06K
$472K
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
348+ 3.45% |
$15.9K - $17.4K
|
10.4K
$544K
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
300+ 4.22% |
$13.7K - $15K
|
7.41K
$386K
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
BUY
|
- |
290+ 0.26% |
$13.3K - $14.5K
|
114K
$5.91M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
290+ 1.35% |
$13.3K - $14.5K
|
21.8K
$1.13M
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
256+ 0.97% |
$11.7K - $12.8K
|
26.7K
$1.39M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
254New |
$11.6K - $12.7K
|
254
$13.2K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
250+ 74.63% |
$11.4K - $12.5K
|
585
$30.5K
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
250+ 1.77% |
$11.4K - $12.5K
|
14.4K
$748K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
200+ 0.84% |
$9.16K - $10K
|
24.1K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
169+ 4.25% |
$7.74K - $8.46K
|
4.15K
$216K
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
150+ 3.36% |
$6.87K - $7.5K
|
4.61K
$240K
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
137+ 0.53% |
$6.27K - $6.85K
|
25.8K
$1.34M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
123+ 2050.0% |
$5.63K - $6.15K
|
129
$6.72K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
112New |
$5.13K - $5.6K
|
112
$5.84K
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
102+ 0.13% |
$4.67K - $5.1K
|
79.4K
$4.14M
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
84+ 1.78% |
$3.85K - $4.2K
|
4.8K
$250K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
77New |
$3.53K - $3.85K
|
77
$4.01K
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
75+ 0.67% |
$3.43K - $3.75K
|
11.2K
$586K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
62New |
$2.84K - $3.1K
|
62
$3.23K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
51New |
$2.34K - $2.55K
|
51
$2.66K
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
27+ 16.36% |
$1.24K - $1.35K
|
192
$10K
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 1.14% |
$45.8 - $50
|
89
$4.64K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-15- 0.03% |
$687 - $750
|
44.5K
$2.32M
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-28- 0.22% |
$1.28K - $1.4K
|
12.5K
$653K
|
|
Apr 05, 2023
Q1 2023
|
Spence Asset Management
|
SELL
|
- |
-33- 0.69% |
$1.51K - $1.65K
|
4.72K
$246K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-34- 0.71% |
$1.56K - $1.7K
|
4.76K
$248K
|