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 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.05K- 11.24% |
$296K - $323K
|
47.7K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.19K- 97.84% |
$303K - $331K
|
137
$7.63K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-6.35K- 8.56% |
$311K - $339K
|
67.8K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.36K- 81.86% |
$312K - $340K
|
1.41K
$78.5K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6.7K- 8.26% |
$328K - $358K
|
74.4K
$4.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.16K- 26.36% |
$351K - $383K
|
20K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-7.17K- 54.57% |
$351K - $383K
|
5.97K
$332K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.05K- 9.47% |
$394K - $430K
|
77K
$4.29M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-8.1K- 49.44% |
$397K - $433K
|
8.29K
$462K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-8.52K- 5.04% |
$417K - $455K
|
161K
$8.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-9K- 16.5% |
$441K - $481K
|
45.5K
$2.54M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-9.03K- 5.23% |
$442K - $483K
|
164K
$9.12M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 68.67% |
$498K - $543K
|
4.64K
$258K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.2K- 5.45% |
$501K - $547K
|
178K
$9.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-10.9K- 1.34% |
$532K - $580K
|
802K
$44.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-11.2K- 4.72% |
$550K - $600K
|
227K
$12.6M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-11.9K- 1.52% |
$581K - $634K
|
768K
$42.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.8K- 5.25% |
$628K - $685K
|
232K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-13.3K- 33.82% |
$653K - $713K
|
26.1K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-14K- 47.15% |
$687K - $750K
|
15.7K
$876K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-14.4K- 17.09% |
$703K - $767K
|
69.7K
$3.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.8K- 4.25% |
$727K - $793K
|
334K
$18.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-17K- 67.33% |
$831K - $907K
|
8.24K
$459K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-17.8K- 20.9% |
$870K - $949K
|
67.3K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-18.4K- 1.6% |
$901K - $983K
|
1.14M
$63.2M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.8K- 26.44% |
$968K - $1.06M
|
55K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-20.8K- 9.34% |
$1.02M - $1.11M
|
202K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.2K- 63.75% |
$1.14M - $1.24M
|
13.2K
$735K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-24.1K- 50.54% |
$1.18M - $1.29M
|
23.6K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-24.5K- 84.73% |
$1.2M - $1.31M
|
4.42K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-26.7K- 99.83% |
$1.31M - $1.43M
|
45
$2.51K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-29.5K- 5.21% |
$1.45M - $1.58M
|
537K
$29.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-29.8K- 7.93% |
$1.46M - $1.59M
|
345K
$19.2M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-33.7K- 45.12% |
$1.65M - $1.8M
|
40.9K
$2.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-35K- 6.78% |
$1.72M - $1.87M
|
482K
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-36.1K- 26.62% |
$1.77M - $1.93M
|
99.6K
$5.55M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.9K- 4.37% |
$1.86M - $2.03M
|
830K
$46.2M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38.6K- 23.0% |
$1.89M - $2.06M
|
129K
$7.19M
|
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-41.1K- 56.55% |
$2.01M - $2.2M
|
31.6K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-41.5K- 3.92% |
$2.03M - $2.22M
|
1.02M
$56.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-47.9K- 2.95% |
$2.35M - $2.56M
|
1.58M
$87.8M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-50.4K- 91.25% |
$2.47M - $2.69M
|
4.83K
$269K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50.4K- 14.67% |
$2.47M - $2.69M
|
293K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.3K- 23.84% |
$2.61M - $2.85M
|
170K
$9.49M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-54.2K- 13.46% |
$2.65M - $2.9M
|
349K
$19.4M
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
SELL
|
- |
-62.9K- 88.16% |
$3.08M - $3.36M
|
8.45K
$471K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-94.4K- 39.07% |
$4.62M - $5.04M
|
147K
$8.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-114K- 18.03% |
$5.58M - $6.08M
|
518K
$28.8M
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-132K- 79.96% |
$6.48M - $7.07M
|
33.2K
$1.85M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-148K- 28.59% |
$7.24M - $7.9M
|
369K
$20.6M
|