Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.9KNew |
$615K - $646K
|
12.9K
$716K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.9KNew |
$615K - $646K
|
12.9K
$716K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1KNew |
$578K - $607K
|
12.1K
$673K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.2KNew |
$537K - $564K
|
11.2K
$625K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.2KNew |
$534K - $561K
|
11.2K
$622K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1K+ 22.81% |
$533K - $559K
|
60K
$3.34M
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
10.5KNew |
$500K - $525K
|
10.5K
$582K
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9.51K+ 3.71% |
$455K - $477K
|
266K
$14.8M
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
8.92KNew |
$426K - $448K
|
8.92K
$497K
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
8.64K+ 62.77% |
$413K - $434K
|
22.4K
$1.25M
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
8.28K+ 4.33% |
$396K - $416K
|
199K
$11.1M
|
|
Aug 03, 2023
Q2 2023
|
Mad River Investors
|
BUY
|
- |
8.13KNew |
$389K - $408K
|
8.13K
$452K
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
7.89K+ 3.84% |
$377K - $396K
|
213K
$11.9M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.02KNew |
$336K - $352K
|
7.02K
$391K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.83KNew |
$326K - $343K
|
6.83K
$380K
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.82KNew |
$326K - $343K
|
6.82K
$380K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.55K+ 22.17% |
$313K - $329K
|
36.1K
$2.01M
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
6.34KNew |
$303K - $318K
|
6.34K
$353K
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.72KNew |
$274K - $287K
|
5.72K
$319K
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.32KNew |
$254K - $267K
|
5.32K
$296K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
5.23K+ 10.51% |
$250K - $262K
|
55K
$3.06M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.21K+ 3.35% |
$249K - $261K
|
161K
$8.95M
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
BUY
|
- |
5.14K+ 18.66% |
$246K - $258K
|
32.7K
$1.82M
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
4.99KNew |
$238K - $250K
|
4.99K
$278K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.95K+ 846.32% |
$237K - $249K
|
5.54K
$308K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.95K+ 846.32% |
$237K - $249K
|
5.54K
$308K
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.93K+ 11.04% |
$236K - $247K
|
49.5K
$2.76M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.9K+ 1.32% |
$234K - $246K
|
375K
$20.9M
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.81K+ 14.32% |
$230K - $242K
|
38.4K
$2.14M
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
4.8KNew |
$229K - $241K
|
4.8K
$267K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.69KNew |
$224K - $235K
|
4.69K
$261K
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.47KNew |
$214K - $224K
|
4.47K
$249K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.07KNew |
$195K - $204K
|
4.07K
$227K
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4.02KNew |
$192K - $202K
|
4.02K
$224K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.96K+ 3.46% |
$190K - $199K
|
119K
$6.6M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.93K+ 0.62% |
$188K - $197K
|
634K
$35.3M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.49KNew |
$167K - $175K
|
3.49K
$194K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.44K+ 0.87% |
$165K - $173K
|
401K
$22.3M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.38K+ 7.43% |
$162K - $170K
|
48.9K
$2.72M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
3.3K+ 12.81% |
$158K - $166K
|
29.1K
$1.62M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.15K+ 482.85% |
$151K - $158K
|
3.81K
$212K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 37.71% |
$124K - $130K
|
9.48K
$528K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.41K+ 6.35% |
$115K - $121K
|
40.4K
$2.25M
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.32K+ 0.94% |
$111K - $117K
|
249K
$13.8M
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.26K+ 4.52% |
$108K - $113K
|
52.2K
$2.91M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.25K+ 41.49% |
$107K - $113K
|
7.66K
$427K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.21K+ 34.0% |
$106K - $111K
|
8.71K
$485K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.11K+ 13.48% |
$101K - $106K
|
17.7K
$987K
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.74K+ 12.88% |
$83K - $87.1K
|
15.2K
$847K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.67K+ 1.96% |
$80.1K - $84K
|
87.2K
$4.86M
|