Purchases and Sales Made in Q1 2024 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 2024. 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 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.93K+ 16.38% |
$94.7K - $103K
|
13.7K
$765K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.89K+ 22.59% |
$92.3K - $101K
|
10.2K
$570K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.86KNew |
$91.1K - $99.4K
|
1.86K
$104K
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.5K+ 1.57% |
$73.2K - $79.9K
|
96.9K
$5.4M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.49K+ 2.66% |
$73.1K - $79.8K
|
57.6K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.46K+ 7.49% |
$71.5K - $78K
|
21K
$1.17M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.41KNew |
$68.9K - $75.2K
|
1.41K
$78.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.32K+ 24.56% |
$64.6K - $70.5K
|
6.7K
$373K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.28KNew |
$62.5K - $68.2K
|
1.28K
$71.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.23K+ 17.28% |
$60.1K - $65.6K
|
8.33K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 17.46% |
$55.7K - $60.8K
|
7.65K
$426K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.03K+ 0.26% |
$50.2K - $54.8K
|
396K
$22.1M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
900+ 1.36% |
$44.1K - $48.1K
|
67.2K
$3.74M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
824+ 10.52% |
$40.3K - $44K
|
8.66K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
804+ 7.64% |
$39.4K - $42.9K
|
11.3K
$631K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
751+ 84.67% |
$36.8K - $40.1K
|
1.64K
$91.2K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
730+ 3.77% |
$35.7K - $39K
|
20.1K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
633+ 3.12% |
$31K - $33.8K
|
20.9K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
585+ 0.54% |
$28.6K - $31.3K
|
110K
$6.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
563+ 47.55% |
$27.6K - $30.1K
|
1.75K
$97.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
560+ 9.55% |
$27.4K - $29.9K
|
6.42K
$358K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
555+ 9.26% |
$27.2K - $29.6K
|
6.55K
$365K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
478+ 4.98% |
$23.4K - $25.5K
|
10.1K
$562K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
416+ 3.94% |
$20.4K - $22.2K
|
11K
$611K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
409+ 4.64% |
$20K - $21.8K
|
9.23K
$514K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
395New |
$19.3K - $21.1K
|
395
$22K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
333New |
$16.3K - $17.8K
|
333
$18.5K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
287+ 0.29% |
$14.1K - $15.3K
|
98.2K
$5.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
268+ 6.73% |
$13.1K - $14.3K
|
4.25K
$237K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
219+ 4.12% |
$10.7K - $11.7K
|
5.53K
$308K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
196+ 2.52% |
$9.6K - $10.5K
|
7.98K
$444K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
191+ 1.84% |
$9.35K - $10.2K
|
10.6K
$589K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
155+ 246.03% |
$7.59K - $8.28K
|
218
$12.1K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
138New |
$6.76K - $7.37K
|
138
$7.69K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
125+ 3.11% |
$6.12K - $6.68K
|
4.14K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
115+ 0.27% |
$5.63K - $6.14K
|
42.5K
$2.37M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
56+ 5.59% |
$2.74K - $2.99K
|
1.06K
$58.9K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
52New |
$2.55K - $2.78K
|
52
$2.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
50+ 0.56% |
$2.45K - $2.67K
|
8.98K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
48+ 0.31% |
$2.35K - $2.56K
|
15.7K
$872K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39New |
$1.91K - $2.08K
|
39
$2.17K
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
39+ 0.1% |
$1.91K - $2.08K
|
38.5K
$2.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38+ 0.23% |
$1.86K - $2.03K
|
16.3K
$908K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28+ 2.57% |
$1.37K - $1.5K
|
1.12K
$62.2K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.1% |
$1.22K - $1.34K
|
24.9K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
25+ 0.54% |
$1.22K - $1.34K
|
4.69K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
22+ 0.21% |
$1.08K - $1.18K
|
10.3K
$575K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22+ 0.85% |
$1.08K - $1.18K
|
2.6K
$145K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1+ 0.01% |
$49 - $53.4
|
8.52K
$474K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|