Purchases and Sales Made in Q1 2023 in Ishares Msci Acwi ETF (ACWI)

ACWI Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
744
+ 15.96%
$63.2K - $69.1K
5.41K $660K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
707
+ 1140.32%
$60K - $65.7K
769 $93.9K
Apr 19, 2023 Q1 2023
Atwater Malick LLC

BUY
 -
581
+ 1.48%
$49.3K - $54K
39.8K $4.86M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
548
+ 0.77%
$46.5K - $50.9K
71.8K $8.77M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
542
+ 5.02%
$46K - $50.4K
11.3K $1.38M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
509
New
$43.2K - $47.3K
509 $62.1K
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
486
+ 0.53%
$41.3K - $45.2K
92.2K $11.3M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
484
+ 20.22%
$41.1K - $45K
2.88K $351K
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
466
+ 15.28%
$39.6K - $43.3K
3.52K $429K
Apr 05, 2023 Q1 2023
Empirical Finance, LLC

BUY
 -
422
+ 3.5%
$35.8K - $39.2K
12.5K $1.52M
May 04, 2023 Q1 2023
Cahaba Wealth Management, Inc.

BUY
 -
343
+ 0.52%
$29.1K - $31.9K
65.8K $8.03M
May 03, 2023 Q1 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
340
+ 2.34%
$28.9K - $31.6K
14.9K $1.82M
Apr 21, 2023 Q1 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
333
+ 8.6%
$28.3K - $30.9K
4.2K $513K
Apr 21, 2023 Q1 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
328
+ 11.69%
$27.8K - $30.5K
3.13K $382K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
326
+ 0.58%
$27.7K - $30.3K
56.7K $6.92M
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
325
New
$27.6K - $30.2K
325 $39.7K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
325
+ 1.59%
$27.6K - $30.2K
20.8K $2.54M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
323
New
$27.4K - $30K
323 $39.4K
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
320
+ 9.02%
$27.2K - $29.7K
3.87K $472K
Nov 16, 2023 Q1 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
309
+ 5.77%
$26.2K - $28.7K
5.66K $691K
May 15, 2023 Q1 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
305
+ 4.02%
$25.9K - $28.3K
7.88K $962K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
297
+ 30.94%
$25.2K - $27.6K
1.26K $153K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
286
New
$24.3K - $26.6K
286 $34.9K
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
256
+ 0.52%
$21.7K - $23.8K
49.1K $5.99M
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
252
New
$21.4K - $23.4K
252 $30.8K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
234
+ 2.68%
$19.9K - $21.7K
8.96K $1.09M
May 12, 2023 Q1 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
224
+ 2.22%
$19K - $20.8K
10.3K $1.26M
Apr 18, 2023 Q1 2023
Alhambra Investment Partners LLC

BUY
 -
210
+ 2.56%
$17.8K - $19.5K
8.43K $1.03M
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
201
New
$17.1K - $18.7K
201 $24.5K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
200
+ 50.76%
$17K - $18.6K
594 $72.5K
Apr 14, 2023 Q1 2023
Arden Trust CO

BUY
 -
188
+ 5.55%
$16K - $17.5K
3.58K $436K
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
180
+ 3.48%
$15.3K - $16.7K
5.36K $654K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
176
+ 3.42%
$14.9K - $16.4K
5.32K $650K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
163
+ 13.48%
$13.8K - $15.1K
1.37K $167K
May 15, 2023 Q1 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
156
+ 0.48%
$13.2K - $14.5K
32.4K $3.95M
May 12, 2023 Q1 2023
Astoria Strategic Wealth, Inc.

BUY
 -
143
+ 0.96%
$12.1K - $13.3K
15K $1.83M
Mar 11, 2024 Q1 2023
Gr Financial Group, LLC

Tucson, AZ
BUY
 -
141
+ 0.03%
$12K - $13.1K
464K $56.6M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
137
New
$11.6K - $12.7K
137 $16.7K
May 11, 2023 Q1 2023
Meitav Dash Investments LTD

BUY
 -
130
+ 0.2%
$11K - $12.1K
66.1K $8.07M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
113
+ 0.39%
$9.59K - $10.5K
28.9K $3.53M
May 01, 2023 Q1 2023
Gen Trust, LLC

BUY
 -
112
+ 2.0%
$9.51K - $10.4K
5.71K $697K
May 04, 2023 Q1 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
110
+ 1.83%
$9.34K - $10.2K
6.11K $745K
May 11, 2023 Q1 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
100
New
$8.49K - $9.29K
100 $12.2K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
92
New
$7.81K - $8.55K
92 $11.2K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
84
+ 1.01%
$7.13K - $7.81K
8.38K $1.02M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
75
New
$6.37K - $6.97K
75 $9.15K
Apr 24, 2023 Q1 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
74
+ 0.28%
$6.28K - $6.88K
26.3K $3.21M
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

BUY
 -
74
+ 36.82%
$6.28K - $6.88K
275 $33.6K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
70
New
$5.94K - $6.51K
70 $8.54K

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