Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.58K+ 3.76% |
$183K - $197K
|
98.7K
$5.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.26K+ 5.65% |
$167K - $179K
|
60.9K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.1K+ 1.36% |
$159K - $171K
|
232K
$12.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.09K+ 1.36% |
$158K - $170K
|
230K
$12M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.84K+ 32.82% |
$145K - $157K
|
11.5K
$599K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.57K+ 24.85% |
$131K - $141K
|
12.9K
$672K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.31K+ 3.76% |
$118K - $127K
|
63.8K
$3.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.3K+ 2.31% |
$118K - $127K
|
102K
$5.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.12K+ 23.57% |
$108K - $117K
|
11.1K
$578K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.02K+ 35.69% |
$103K - $111K
|
7.67K
$400K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.96K+ 9.36% |
$100K - $108K
|
22.8K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.88K+ 8.36% |
$96.3K - $104K
|
24.4K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.88KNew |
$96K - $103K
|
1.88K
$97.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.75K+ 5.12% |
$89.3K - $96.2K
|
35.8K
$1.87M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.45K+ 18.44% |
$74.1K - $79.9K
|
9.31K
$485K
|
|
|
Jul 26, 2024
Q2 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.22K+ 1.81% |
$62.5K - $67.3K
|
68.9K
$3.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.2K+ 23.25% |
$61.5K - $66.2K
|
6.37K
$332K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.02K+ 11.63% |
$52.3K - $56.4K
|
9.82K
$512K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1KNew |
$51.2K - $55.1K
|
1K
$52.1K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
960+ 1.45% |
$49.1K - $52.9K
|
67.1K
$3.5M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
960+ 1.43% |
$49.1K - $52.9K
|
68.2K
$3.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
952+ 8.67% |
$48.7K - $52.5K
|
11.9K
$622K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
937+ 1.49% |
$47.9K - $51.6K
|
63.8K
$3.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
928+ 19.78% |
$47.5K - $51.1K
|
5.62K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
921+ 19.6% |
$47.1K - $50.8K
|
5.62K
$293K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
918+ 14.02% |
$47K - $50.6K
|
7.47K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
875+ 7.72% |
$44.8K - $48.2K
|
12.2K
$636K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
875+ 8.68% |
$44.8K - $48.2K
|
11K
$571K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
850+ 14.52% |
$43.5K - $46.8K
|
6.7K
$349K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
811+ 1622.0% |
$41.5K - $44.7K
|
861
$44.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
780+ 4.54% |
$39.9K - $43K
|
18K
$936K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
744+ 1.49% |
$38.1K - $41K
|
50.7K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
741+ 9.25% |
$37.9K - $40.8K
|
8.75K
$456K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
689+ 0.7% |
$35.2K - $38K
|
98.8K
$5.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
645+ 1.45% |
$33K - $35.5K
|
45.1K
$2.35M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
641+ 60.64% |
$32.8K - $35.3K
|
1.7K
$88.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
613+ 1362.22% |
$31.4K - $33.8K
|
658
$34.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
574New |
$29.4K - $31.6K
|
574
$29.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
544+ 4.24% |
$27.8K - $30K
|
13.4K
$697K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
518+ 1.54% |
$26.5K - $28.5K
|
34.1K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
492+ 1.01% |
$25.2K - $27.1K
|
49.1K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
417+ 9.46% |
$21.3K - $23K
|
4.83K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
373+ 3.95% |
$19.1K - $20.6K
|
9.81K
$511K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
355New |
$18.2K - $19.6K
|
355
$18.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
337+ 3.11% |
$17.2K - $18.6K
|
11.2K
$582K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
333+ 0.64% |
$17K - $18.4K
|
52.6K
$2.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
293+ 16.77% |
$15K - $16.1K
|
2.04K
$106K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
275New |
$14.1K - $15.2K
|
275
$14.3K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
270+ 1.96% |
$13.8K - $14.9K
|
14K
$730K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
253+ 0.63% |
$12.9K - $13.9K
|
40.1K
$2.09M
|