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 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-703- 7.77% |
$31.6K - $35.9K
|
8.34K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-727- 2.36% |
$32.7K - $37.1K
|
30.1K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-732- 60.05% |
$32.9K - $37.4K
|
487
$25.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-740- 0.92% |
$33.3K - $37.8K
|
79.3K
$4.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-826- 1.1% |
$37.2K - $42.2K
|
74.5K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-896- 1.16% |
$40.3K - $45.7K
|
76.4K
$3.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-944- 1.37% |
$42.5K - $48.2K
|
67.8K
$3.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-988- 14.76% |
$44.4K - $50.4K
|
5.71K
$297K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.07K- 1.97% |
$47.9K - $54.4K
|
53.1K
$2.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.15K- 79.42% |
$51.7K - $58.7K
|
298
$15.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.18K- 16.08% |
$53.1K - $60.2K
|
6.16K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.32K- 2.7% |
$59.3K - $67.3K
|
47.6K
$2.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.4K- 5.84% |
$63K - $71.5K
|
22.6K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-1.43K- 8.25% |
$64.5K - $73.1K
|
15.9K
$829K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-1.48K- 4.59% |
$66.5K - $75.4K
|
30.8K
$1.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.55K- 3.85% |
$69.7K - $79.1K
|
38.7K
$2.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.57K- 0.3% |
$70.7K - $80.2K
|
517K
$26.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.58K- 65.56% |
$71.2K - $80.7K
|
831
$43.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.73K- 25.26% |
$77.8K - $88.3K
|
5.12K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.79K- 1.5% |
$80.6K - $91.4K
|
118K
$6.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.8K- 0.84% |
$80.7K - $91.6K
|
212K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.85K- 51.6% |
$83.3K - $94.6K
|
1.74K
$90.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.97K- 5.97% |
$88.6K - $101K
|
31K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-2.2K- 2.93% |
$99K - $112K
|
72.9K
$3.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.24K- 88.07% |
$101K - $114K
|
303
$15.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.25K- 1.32% |
$101K - $115K
|
169K
$8.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.28K- 2.61% |
$103K - $116K
|
85K
$4.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 5.31% |
$110K - $124K
|
43.5K
$2.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 2.87% |
$113K - $128K
|
85K
$4.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-2.89K- 6.99% |
$130K - $148K
|
38.5K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.05K- 29.38% |
$137K - $156K
|
7.32K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.15K- 5.82% |
$142K - $161K
|
51K
$2.66M
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-3.21K- 16.11% |
$144K - $164K
|
16.7K
$869K
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-3.36K- 1.39% |
$151K - $172K
|
238K
$12.4M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.4K- 34.39% |
$153K - $173K
|
6.48K
$337K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.61K- 2.0% |
$163K - $184K
|
177K
$9.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.93K- 9.25% |
$177K - $201K
|
38.6K
$2.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.97K- 3.28% |
$178K - $203K
|
117K
$6.08M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.97K- 33.19% |
$179K - $203K
|
7.99K
$416K
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-4.11K- 32.54% |
$185K - $210K
|
8.52K
$443K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.29K- 16.52% |
$193K - $219K
|
21.7K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.3K- 90.23% |
$193K - $219K
|
465
$24.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.59K- 47.72% |
$207K - $234K
|
5.03K
$262K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.79K- 44.44% |
$216K - $245K
|
5.99K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4.84K- 3.65% |
$218K - $247K
|
128K
$6.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.94K- 4.0% |
$222K - $252K
|
119K
$6.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-5K- 1.27% |
$225K - $255K
|
390K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.59K- 12.66% |
$251K - $285K
|
38.6K
$2.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5.89K- 38.28% |
$265K - $301K
|
9.5K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.07K- 1.77% |
$273K - $310K
|
337K
$17.5M
|