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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
85+ 1.37% |
$3.98K - $4.35K
|
6.31K
$338K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
80New |
$3.74K - $4.09K
|
80
$4.29K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
75+ 0.31% |
$3.51K - $3.84K
|
24K
$1.28M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
73+ 0.65% |
$3.42K - $3.73K
|
11.2K
$602K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
71New |
$3.32K - $3.63K
|
71
$3.8K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
70+ 0.39% |
$3.28K - $3.58K
|
18K
$965K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
68+ 971.43% |
$3.18K - $3.48K
|
75
$4.02K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 0.11% |
$2.48K - $2.71K
|
48.9K
$2.62M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
52+ 1.1% |
$2.43K - $2.66K
|
4.76K
$255K
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
BUY
|
- |
38+ 0.8% |
$1.78K - $1.94K
|
4.76K
$255K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
33+ 0.47% |
$1.54K - $1.69K
|
7.02K
$376K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
31New |
$1.45K - $1.59K
|
31
$1.66K
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
25+ 0.25% |
$1.17K - $1.28K
|
9.87K
$529K
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20+ 0.43% |
$936 - $1.02K
|
4.73K
$253K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8+ 2.52% |
$374 - $409
|
326
$17.5K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 1.45% |
$328 - $358
|
490
$26.3K
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
4+ 3.42% |
$187 - $205
|
121
$6.48K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1- 0.01% |
$46.8 - $51.2
|
8.38K
$449K
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5- 2.65% |
$234 - $256
|
184
$9.86K
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-13- 0.64% |
$608 - $665
|
2.02K
$108K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-13- 0.08% |
$608 - $665
|
15.9K
$850K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21- 0.27% |
$983 - $1.07K
|
7.73K
$414K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-28- 0.65% |
$1.31K - $1.43K
|
4.27K
$229K
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
SELL
|
- |
-32- 19.75% |
$1.5K - $1.64K
|
130
$6.97K
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-39- 0.09% |
$1.83K - $1.99K
|
41.4K
$2.22M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-72- 0.8% |
$3.37K - $3.68K
|
8.96K
$480K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-85- 0.87% |
$3.98K - $4.35K
|
9.69K
$519K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.19% |
$4.12K - $4.5K
|
45.9K
$2.46M
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-89- 1.1% |
$4.17K - $4.55K
|
8.02K
$430K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-90- 1.23% |
$4.21K - $4.6K
|
7.24K
$388K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 18.18% |
$4.68K - $5.12K
|
450
$24.1K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-105- 2.13% |
$4.91K - $5.37K
|
4.83K
$259K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-110- 8.48% |
$5.15K - $5.63K
|
1.19K
$63.6K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-141- 1.27% |
$6.6K - $7.21K
|
11K
$589K
|
|
Nov 14, 2023
Q3 2023
|
Kabouter Management, LLC
Chicago, IL |
SELL
|
- |
-186- 63.05% |
$8.7K - $9.51K
|
109
$5.84K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 1.49% |
$9.36K - $10.2K
|
13.3K
$710K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-200- 3.82% |
$9.36K - $10.2K
|
5.03K
$270K
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-200- 1.92% |
$9.36K - $10.2K
|
10.2K
$547K
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-224- 0.45% |
$10.5K - $11.5K
|
50.1K
$2.69M
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-225- 31.08% |
$10.5K - $11.5K
|
499
$26.7K
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-242- 1.22% |
$11.3K - $12.4K
|
19.6K
$1.05M
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-250- 14.72% |
$11.7K - $12.8K
|
1.45K
$77.6K
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-285- 17.97% |
$13.3K - $14.6K
|
1.3K
$69.7K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-310- 0.41% |
$14.5K - $15.9K
|
75.2K
$4.03M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-339- 11.77% |
$15.9K - $17.3K
|
2.54K
$136K
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-400- 5.17% |
$18.7K - $20.5K
|
7.34K
$393K
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-404- 5.84% |
$18.9K - $20.7K
|
6.52K
$349K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-422- 0.61% |
$19.7K - $21.6K
|
68.7K
$3.68M
|