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 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.62KNew |
$77.3K - $81.1K
|
1.62K
$84.2K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.57K+ 14.47% |
$74.9K - $78.7K
|
12.4K
$646K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.41K+ 1.78% |
$67.5K - $70.9K
|
80.8K
$4.21M
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.33K+ 32.3% |
$63.7K - $66.9K
|
5.46K
$284K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.29K+ 0.57% |
$61.5K - $64.6K
|
226K
$11.8M
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.25K+ 1.17% |
$59.9K - $62.9K
|
109K
$5.66M
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
1.21K+ 0.84% |
$58K - $60.8K
|
145K
$7.57M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.17K+ 0.71% |
$55.9K - $58.6K
|
166K
$8.65M
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
1.04K+ 4.45% |
$49.6K - $52.1K
|
24.3K
$1.27M
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.04K+ 1.61% |
$49.5K - $52K
|
65.3K
$3.4M
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.04K+ 1.61% |
$49.5K - $52K
|
65.3K
$3.4M
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
961+ 0.6% |
$46K - $48.2K
|
162K
$8.45M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
791+ 1.63% |
$37.8K - $39.7K
|
49.3K
$2.57M
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
746New |
$35.7K - $37.4K
|
746
$38.9K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
710+ 3.71% |
$34K - $35.6K
|
19.9K
$1.04M
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
691+ 1.59% |
$33K - $34.7K
|
44.3K
$2.31M
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
653+ 8.76% |
$31.2K - $32.8K
|
8.11K
$422K
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
638+ 2.01% |
$30.5K - $32K
|
32.4K
$1.69M
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
629+ 1.0% |
$30.1K - $31.6K
|
63.3K
$3.3M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
625+ 1250.0% |
$29.9K - $31.4K
|
675
$35.2K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
556+ 7.82% |
$26.6K - $27.9K
|
7.66K
$399K
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
515+ 0.49% |
$24.6K - $25.9K
|
105K
$5.48M
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
500+ 43.48% |
$23.9K - $25.1K
|
1.65K
$86K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
494New |
$23.6K - $24.8K
|
494
$25.7K
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
439+ 4.61% |
$21K - $22K
|
9.96K
$519K
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
415+ 3.65% |
$19.8K - $20.8K
|
11.8K
$614K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
382New |
$18.3K - $19.2K
|
382
$19.9K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
318New |
$15.2K - $16K
|
318
$16.6K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
317+ 0.11% |
$15.2K - $15.9K
|
282K
$14.7M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
315+ 2.91% |
$15.1K - $15.8K
|
11.1K
$580K
|
|
Aug 09, 2023
Q2 2023
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
295New |
$14.1K - $14.8K
|
295
$15.4K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
286New |
$13.7K - $14.4K
|
286
$14.9K
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
240+ 0.42% |
$11.5K - $12K
|
56.9K
$2.97M
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
235+ 3.17% |
$11.2K - $11.8K
|
7.65K
$398K
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
235+ 1.46% |
$11.2K - $11.8K
|
16.3K
$848K
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
196+ 1.49% |
$9.37K - $9.84K
|
13.4K
$696K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
180+ 68.18% |
$8.61K - $9.04K
|
444
$23.1K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
175+ 0.42% |
$8.37K - $8.79K
|
42.3K
$2.2M
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
171+ 0.19% |
$8.18K - $8.58K
|
89.1K
$4.64M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
171+ 0.19% |
$8.18K - $8.58K
|
89.1K
$4.64M
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
164+ 1.77% |
$7.84K - $8.23K
|
9.43K
$491K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
157New |
$7.51K - $7.88K
|
157
$8.18K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
153+ 1.5% |
$7.32K - $7.68K
|
10.4K
$540K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
150+ 43.1% |
$7.17K - $7.53K
|
498
$25.9K
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
127+ 1.64% |
$6.07K - $6.38K
|
7.88K
$411K
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
125+ 1.11% |
$5.98K - $6.28K
|
11.4K
$592K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
125+ 0.63% |
$5.98K - $6.28K
|
20.1K
$1.05M
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
119+ 0.05% |
$5.69K - $5.97K
|
236K
$12.3M
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
116+ 1.64% |
$5.55K - $5.82K
|
7.21K
$375K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
115+ 1.51% |
$5.5K - $5.77K
|
7.75K
$404K
|