Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.3KNew |
$667K - $729K
|
14.3K
$764K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.7K+ 6.93% |
$643K - $703K
|
212K
$11.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
12K+ 1.77% |
$563K - $616K
|
692K
$37.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11.9K+ 265.61% |
$555K - $607K
|
16.3K
$875K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.7K+ 7.07% |
$548K - $599K
|
177K
$9.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
11.7K+ 5.17% |
$547K - $598K
|
238K
$12.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 7.71% |
$542K - $593K
|
162K
$8.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
11.5K+ 3.0% |
$538K - $588K
|
395K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
11KNew |
$516K - $564K
|
11K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.5K+ 10.83% |
$490K - $536K
|
107K
$5.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
10.5K+ 221.26% |
$490K - $536K
|
15.2K
$815K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
10.2K+ 16.13% |
$477K - $522K
|
73.5K
$3.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
10KNew |
$468K - $512K
|
10K
$536K
|
|
|
Oct 18, 2023
Q3 2023
|
Epiq Partners, LLC
|
BUY
|
- |
10K+ 206.19% |
$468K - $512K
|
14.9K
$796K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.72K+ 14.81% |
$455K - $497K
|
75.3K
$4.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
9.64KNew |
$451K - $493K
|
9.64K
$517K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.56K+ 2153.15% |
$447K - $489K
|
10K
$536K
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
9.38K+ 52.04% |
$439K - $480K
|
27.4K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.38KNew |
$392K - $429K
|
8.38K
$449K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.73K+ 25.76% |
$362K - $396K
|
37.8K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
7.3K+ 20.39% |
$342K - $373K
|
43.1K
$2.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
6.96K+ 73.85% |
$326K - $356K
|
16.4K
$878K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.83K+ 4.12% |
$320K - $350K
|
173K
$9.26M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
6.73KNew |
$315K - $344K
|
6.73K
$360K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.28KNew |
$294K - $321K
|
6.28K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.15K+ 49.58% |
$288K - $314K
|
18.5K
$994K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.06K+ 5.97% |
$284K - $310K
|
108K
$5.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.95K+ 1556.54% |
$278K - $304K
|
6.33K
$339K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.71K+ 14.13% |
$267K - $292K
|
46.1K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.51KNew |
$258K - $282K
|
5.51K
$295K
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
5.34K+ 2.26% |
$250K - $273K
|
241K
$12.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.32K+ 12.57% |
$249K - $272K
|
47.6K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.95KNew |
$232K - $253K
|
4.95K
$265K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.83K+ 8.05% |
$226K - $247K
|
64.8K
$3.47M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.81K+ 100.0% |
$225K - $246K
|
9.62K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
4.46K+ 23.91% |
$209K - $228K
|
23.1K
$1.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.36KNew |
$204K - $223K
|
4.36K
$234K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
4.3KNew |
$201K - $220K
|
4.3K
$230K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
4.09K+ 76.16% |
$191K - $209K
|
9.45K
$507K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$188K - $205K
|
4.01K
$215K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.59KNew |
$168K - $184K
|
3.59K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.51K+ 63.4% |
$164K - $180K
|
9.05K
$485K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.51K+ 63.4% |
$164K - $180K
|
9.05K
$485K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.39K+ 5.79% |
$159K - $173K
|
62K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.25K+ 25.3% |
$152K - $166K
|
16.1K
$864K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.25K+ 25.3% |
$152K - $166K
|
16.1K
$864K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.16KNew |
$148K - $162K
|
3.16K
$169K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.01K+ 0.54% |
$141K - $154K
|
560K
$30M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.92K+ 43.49% |
$137K - $149K
|
9.64K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.84K+ 5.5% |
$133K - $145K
|
54.5K
$2.92M
|