Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
918+ 1.88% |
$51.2K - $54.3K
|
49.8K
$2.71M
|
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
891+ 1.16% |
$49.7K - $52.7K
|
77.7K
$4.23M
|
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
872+ 9.71% |
$48.6K - $51.6K
|
9.85K
$536K
|
|
|
Jul 22, 2021
Q2 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
865+ 17.1% |
$48.3K - $51.2K
|
5.92K
$322K
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
825+ 12.41% |
$46K - $48.8K
|
7.47K
$407K
|
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
815+ 15.01% |
$45.5K - $48.2K
|
6.25K
$340K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
800+ 20.66% |
$44.6K - $47.3K
|
4.67K
$254K
|
|
|
Aug 16, 2021
Q2 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
712+ 4.33% |
$39.7K - $42.1K
|
17.1K
$933K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
707+ 20.44% |
$39.4K - $41.8K
|
4.17K
$227K
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
681+ 310.96% |
$38K - $40.3K
|
900
$49K
|
|
|
Jul 22, 2021
Q2 2021
|
Sierra Capital LLC
|
BUY
|
- |
648+ 1.03% |
$36.2K - $38.3K
|
63.8K
$3.47M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
620+ 1.72% |
$34.6K - $36.7K
|
36.7K
$2M
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
545+ 4.37% |
$30.4K - $32.2K
|
13K
$708K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
539+ 44.92% |
$30.1K - $31.9K
|
1.74K
$94.6K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
490+ 1400.0% |
$27.3K - $29K
|
525
$28.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
460New |
$25.7K - $27.2K
|
460
$25K
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
439+ 7.69% |
$24.5K - $26K
|
6.15K
$334K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
423+ 0.91% |
$23.6K - $25K
|
46.8K
$2.54M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
406+ 0.86% |
$22.7K - $24K
|
47.4K
$2.58M
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
396+ 5657.14% |
$22.1K - $23.4K
|
403
$21.9K
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
373+ 3.38% |
$20.8K - $22.1K
|
11.4K
$620K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
371New |
$20.7K - $21.9K
|
371
$20.2K
|
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
BUY
|
- |
354+ 2.47% |
$19.7K - $20.9K
|
14.7K
$799K
|
|
|
Jul 02, 2021
Q2 2021
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
320+ 5.59% |
$17.9K - $18.9K
|
6.04K
$329K
|
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
317+ 1.05% |
$17.7K - $18.7K
|
30.4K
$1.66M
|
|
|
Aug 10, 2021
Q2 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
301New |
$16.8K - $17.8K
|
301
$16.4K
|
|
|
Aug 06, 2021
Q2 2021
|
St. Louis Trust CO
|
BUY
|
- |
258+ 0.19% |
$14.4K - $15.3K
|
134K
$7.3M
|
|
|
Aug 06, 2021
Q2 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
253+ 6.24% |
$14.1K - $15K
|
4.31K
$235K
|
|
|
Aug 09, 2021
Q2 2021
|
Hancock Whitney Corp
|
BUY
|
- |
236+ 0.16% |
$13.2K - $14K
|
150K
$8.15M
|
|
|
Aug 09, 2021
Q2 2021
|
Cim, LLC
|
BUY
|
- |
203+ 0.48% |
$11.3K - $12K
|
42.5K
$2.31M
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200+ 0.16% |
$11.2K - $11.8K
|
127K
$6.91M
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
125+ 2.63% |
$6.97K - $7.39K
|
4.89K
$266K
|
|
|
Aug 16, 2021
Q2 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
99+ 0.71% |
$5.52K - $5.85K
|
14.1K
$768K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
97+ 0.08% |
$5.41K - $5.74K
|
126K
$6.88M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
81New |
$4.52K - $4.79K
|
81
$4.41K
|
|
|
Aug 13, 2021
Q2 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
78+ 1.06% |
$4.35K - $4.61K
|
7.43K
$404K
|
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
77+ 1.11% |
$4.3K - $4.55K
|
7.04K
$383K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
65New |
$3.63K - $3.84K
|
65
$3.54K
|
|
|
Aug 17, 2021
Q2 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
60New |
$3.35K - $3.55K
|
60
$3.26K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
56New |
$3.12K - $3.31K
|
56
$3.05K
|
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
52New |
$2.9K - $3.08K
|
52
$2.83K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
50+ 0.36% |
$2.79K - $2.96K
|
13.8K
$752K
|
|
|
Aug 17, 2021
Q2 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43+ 1.06% |
$2.4K - $2.54K
|
4.11K
$223K
|
|
|
Aug 05, 2021
Q2 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
40+ 0.75% |
$2.23K - $2.37K
|
5.35K
$291K
|
|
|
Jul 22, 2021
Q2 2021
|
Financial Consulate, Inc
|
BUY
|
- |
31+ 0.75% |
$1.73K - $1.83K
|
4.18K
$227K
|
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
30+ 150.0% |
$1.67K - $1.77K
|
50
$2.72K
|
|
|
Aug 16, 2021
Q2 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
26+ 0.26% |
$1.45K - $1.54K
|
9.9K
$539K
|
|
|
Aug 13, 2021
Q2 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
24+ 0.45% |
$1.34K - $1.42K
|
5.39K
$293K
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19+ 0.05% |
$1.06K - $1.12K
|
36.9K
$2.01M
|
|
|
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16+ 1.06% |
$893 - $946
|
1.53K
$83.2K
|