Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.73KNew |
$258K - $292K
|
5.73K
$319K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
5.53K+ 3.3% |
$249K - $282K
|
173K
$9.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
5.39KNew |
$242K - $275K
|
5.39K
$300K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
5.38KNew |
$242K - $274K
|
5.38K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.35K+ 73.92% |
$241K - $273K
|
12.6K
$701K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.31KNew |
$239K - $271K
|
5.31K
$296K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.3KNew |
$238K - $271K
|
5.3K
$295K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.15K+ 25.62% |
$231K - $263K
|
25.2K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$230K - $261K
|
5.11K
$285K
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
5.06KNew |
$228K - $258K
|
5.06K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
5.03KNew |
$226K - $257K
|
5.03K
$280K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5.03K+ 182.91% |
$226K - $257K
|
7.78K
$433K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.9K+ 3.11% |
$220K - $250K
|
162K
$9.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.86KNew |
$219K - $248K
|
4.86K
$271K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.65KNew |
$209K - $238K
|
4.65K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.57KNew |
$205K - $233K
|
4.57K
$254K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.42K+ 11.02% |
$199K - $225K
|
44.5K
$2.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
4.33K+ 6.67% |
$195K - $221K
|
69.3K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.31K+ 3.28% |
$194K - $220K
|
136K
$7.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.27K+ 30.25% |
$192K - $218K
|
18.4K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.24K+ 7.73% |
$191K - $216K
|
59.1K
$3.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.19K+ 34.63% |
$188K - $214K
|
16.3K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.18KNew |
$188K - $213K
|
4.18K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.17KNew |
$188K - $213K
|
4.17K
$232K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.13KNew |
$186K - $211K
|
4.13K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4.05KNew |
$182K - $207K
|
4.05K
$226K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.02KNew |
$181K - $205K
|
4.02K
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.02KNew |
$181K - $205K
|
4.02K
$224K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.02KNew |
$181K - $205K
|
4.02K
$224K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.98KNew |
$179K - $203K
|
3.98K
$222K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
3.93KNew |
$177K - $201K
|
3.93K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.37KNew |
$152K - $172K
|
3.37K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.33K+ 17.98% |
$150K - $170K
|
21.9K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
3.29K+ 11.21% |
$148K - $168K
|
32.6K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.17K+ 48.63% |
$143K - $162K
|
9.69K
$540K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.17K+ 19.4% |
$143K - $162K
|
19.5K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3KNew |
$135K - $153K
|
3K
$167K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.95K+ 8.99% |
$133K - $151K
|
35.8K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.7K+ 7.03% |
$121K - $138K
|
41.1K
$2.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.7K+ 29.85% |
$121K - $138K
|
11.7K
$654K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
2.65K+ 10.61% |
$119K - $135K
|
27.6K
$1.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.48KNew |
$111K - $126K
|
2.48K
$138K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.32K+ 5.03% |
$104K - $118K
|
48.4K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.13K+ 5.19% |
$95.6K - $108K
|
43K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.11K+ 4.08% |
$95.1K - $108K
|
54K
$3M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.97K+ 2.06% |
$88.7K - $101K
|
97.9K
$5.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.68K+ 3.08% |
$75.4K - $85.6K
|
56.1K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.63K+ 0.23% |
$73.1K - $83K
|
719K
$40M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.57K+ 16.24% |
$70.8K - $80.3K
|
11.3K
$627K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.53K+ 6.48% |
$68.8K - $78K
|
25.1K
$1.4M
|