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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
252+ 1.23% |
$12.9K - $13.9K
|
20.7K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
251+ 5.89% |
$12.8K - $13.8K
|
4.52K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
250+ 6.38% |
$12.8K - $13.8K
|
4.17K
$217K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
246+ 1.17% |
$12.6K - $13.6K
|
21.2K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
230+ 0.31% |
$11.8K - $12.7K
|
74.9K
$3.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
208+ 3.11% |
$10.6K - $11.5K
|
6.9K
$360K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
185+ 0.95% |
$9.46K - $10.2K
|
19.6K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
183+ 2.34% |
$9.36K - $10.1K
|
8.01K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
181New |
$9.26K - $9.97K
|
181
$9.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
161New |
$8.24K - $8.87K
|
161
$8.39K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
150+ 3.81% |
$7.67K - $8.27K
|
4.09K
$213K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
142+ 1.12% |
$7.26K - $7.83K
|
12.8K
$665K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
132+ 1.49% |
$6.75K - $7.27K
|
9.01K
$469K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
121+ 10.83% |
$6.19K - $6.67K
|
1.24K
$64.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
118+ 1.43% |
$6.04K - $6.5K
|
8.36K
$436K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
115+ 1.49% |
$5.88K - $6.34K
|
7.84K
$409K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
114+ 0.24% |
$5.83K - $6.28K
|
46.9K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
109+ 1.49% |
$5.58K - $6.01K
|
7.42K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
101+ 0.18% |
$5.17K - $5.57K
|
54.8K
$2.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
99+ 0.26% |
$5.06K - $5.46K
|
38.7K
$2.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
93+ 2.06% |
$4.76K - $5.13K
|
4.6K
$240K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
89+ 1.26% |
$4.55K - $4.9K
|
7.14K
$372K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
71+ 1.51% |
$3.63K - $3.91K
|
4.76K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
64+ 1.49% |
$3.27K - $3.53K
|
4.36K
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
61New |
$3.12K - $3.36K
|
61
$3.18K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60+ 0.53% |
$3.07K - $3.31K
|
11.5K
$598K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
60+ 1.49% |
$3.07K - $3.31K
|
4.08K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
59+ 0.08% |
$3.02K - $3.25K
|
75.3K
$3.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
57+ 1.3% |
$2.92K - $3.14K
|
4.45K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
56+ 0.66% |
$2.86K - $3.09K
|
8.58K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53+ 1.16% |
$2.71K - $2.92K
|
4.61K
$240K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
50+ 0.23% |
$2.56K - $2.76K
|
21.5K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
50+ 0.99% |
$2.56K - $2.76K
|
5.11K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
45+ 0.42% |
$2.3K - $2.48K
|
10.9K
$566K
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
42+ 0.02% |
$2.15K - $2.31K
|
227K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
19+ 0.05% |
$972 - $1.05K
|
40.9K
$2.13M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
18+ 1.5% |
$921 - $992
|
1.22K
$63.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
17+ 0.22% |
$870 - $937
|
7.67K
$400K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
16+ 0.34% |
$819 - $882
|
4.7K
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14+ 1.4% |
$716 - $772
|
1.01K
$52.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12+ 0.02% |
$614 - $661
|
70.4K
$3.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
12+ 0.1% |
$614 - $661
|
11.7K
$609K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11+ 4.33% |
$563 - $606
|
265
$13.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$563 - $606
|
35.4K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 1.61% |
$409 - $441
|
506
$26.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 1.41% |
$358 - $386
|
504
$26.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.16% |
$307 - $331
|
3.77K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5+ 0.04% |
$256 - $276
|
11.7K
$611K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 2.2% |
$102 - $110
|
93
$4.85K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.52% |
$102 - $110
|
383
$20K
|