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 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.42K- 7.11% |
$65.1K - $71.1K
|
18.6K
$1.03M
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.44K- 21.11% |
$66K - $72.1K
|
5.39K
$300K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.47K- 6.21% |
$67.3K - $73.5K
|
22.2K
$1.24M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.53K- 23.07% |
$69.9K - $76.4K
|
5.09K
$284K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.65K- 13.9% |
$75.6K - $82.5K
|
10.2K
$569K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.84K- 1.35% |
$84.2K - $92K
|
134K
$7.45M
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.91K- 7.54% |
$87.4K - $95.5K
|
23.4K
$1.3M
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.94KClosed |
$88.9K - $97.2K
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.99K- 1.42% |
$90.9K - $99.4K
|
138K
$7.7M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.03K- 2.69% |
$92.9K - $101K
|
73.4K
$4.09M
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.16K- 0.54% |
$98.7K - $108K
|
394K
$21.9M
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.28K- 4.34% |
$105K - $114K
|
50.3K
$2.8M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.38K- 23.77% |
$109K - $119K
|
7.63K
$425K
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.71K- 5.13% |
$124K - $136K
|
50.1K
$2.79M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.72K- 1.22% |
$125K - $136K
|
220K
$12.3M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 5.77% |
$133K - $145K
|
47.4K
$2.64M
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.95K- 3.49% |
$135K - $147K
|
81.4K
$4.53M
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.97K- 2.33% |
$136K - $148K
|
125K
$6.94M
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.12K- 5.62% |
$143K - $156K
|
52.5K
$2.92M
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.25K- 31.37% |
$149K - $163K
|
7.11K
$396K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.53K- 0.71% |
$162K - $176K
|
492K
$27.4M
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.7K- 99.84% |
$169K - $185K
|
6
$334
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.93K- 2.64% |
$180K - $197K
|
145K
$8.06M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.96K- 30.03% |
$181K - $198K
|
9.23K
$514K
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-4.09K- 6.48% |
$187K - $204K
|
58.9K
$3.28M
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-4.24K- 5.1% |
$194K - $212K
|
78.9K
$4.39M
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.29K- 2.37% |
$196K - $214K
|
177K
$9.84M
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-4.43K- 11.58% |
$203K - $222K
|
33.8K
$1.88M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.45K- 40.63% |
$204K - $223K
|
6.5K
$362K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.94K- 32.66% |
$226K - $247K
|
10.2K
$567K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.25K- 8.06% |
$240K - $263K
|
59.8K
$3.33M
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-5.75K- 0.7% |
$263K - $288K
|
816K
$45.4M
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-7.02K- 1.86% |
$321K - $351K
|
370K
$20.6M
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.07K- 20.68% |
$324K - $353K
|
27.1K
$1.51M
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-7.44K- 30.19% |
$340K - $372K
|
17.2K
$957K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.51K- 41.54% |
$344K - $375K
|
10.6K
$588K
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-7.86K- 4.81% |
$360K - $393K
|
155K
$8.66M
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-8.77K- 41.09% |
$401K - $439K
|
12.6K
$700K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.98K- 8.81% |
$411K - $449K
|
92.9K
$5.18M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.2K- 14.62% |
$421K - $460K
|
53.7K
$2.99M
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-9.22K- 12.83% |
$422K - $461K
|
62.6K
$3.49M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.3K- 39.21% |
$426K - $465K
|
14.4K
$803K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.64K- 94.28% |
$442K - $482K
|
585
$32.6K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.3K- 38.36% |
$471K - $515K
|
16.5K
$921K
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-10.4K- 3.32% |
$477K - $522K
|
303K
$16.9M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 50.25% |
$500K - $546K
|
10.8K
$602K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-11.1K- 49.99% |
$510K - $557K
|
11.1K
$620K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.5K- 51.4% |
$525K - $573K
|
10.8K
$603K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12K- 15.69% |
$551K - $602K
|
64.6K
$3.6M
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-12.8K- 45.63% |
$585K - $639K
|
15.2K
$847K
|