Purchases and Sales Made in Q1 2023 in Ishares Msci Acwi ETF (ACWI)
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 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-93- 0.09% |
$7.9K - $8.64K
|
103K
$12.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-97- 1.24% |
$8.24K - $9.01K
|
7.73K
$944K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-102- 3.24% |
$8.66K - $9.48K
|
3.04K
$371K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-119- 0.79% |
$10.1K - $11.1K
|
15K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-120- 4.67% |
$10.2K - $11.2K
|
2.45K
$299K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-122- 0.38% |
$10.4K - $11.3K
|
31.9K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-142- 0.37% |
$12.1K - $13.2K
|
38.5K
$4.7M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-147- 1.76% |
$12.5K - $13.7K
|
8.19K
$1M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-173- 0.85% |
$14.7K - $16.1K
|
20.2K
$2.47M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-177- 3.65% |
$15K - $16.4K
|
4.68K
$571K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-187- 3.14% |
$15.9K - $17.4K
|
5.76K
$703K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-190- 4.26% |
$16.1K - $17.7K
|
4.27K
$521K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 3.6% |
$17K - $18.6K
|
5.35K
$653K
|
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-201- 33.17% |
$17.1K - $18.7K
|
405
$49.4K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-207- 2.73% |
$17.6K - $19.2K
|
7.37K
$900K
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-213- 8.2% |
$18.1K - $19.8K
|
2.39K
$291K
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-240- 1.18% |
$20.4K - $22.3K
|
20.1K
$2.45M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-246- 9.68% |
$20.9K - $22.9K
|
2.3K
$280K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-246- 1.73% |
$20.9K - $22.9K
|
14K
$1.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-264- 0.69% |
$22.4K - $24.5K
|
38.1K
$4.65M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-325- 4.68% |
$27.6K - $30.2K
|
6.63K
$809K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-356- 10.47% |
$30.2K - $33.1K
|
3.05K
$372K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-385- 5.79% |
$32.7K - $35.8K
|
6.27K
$765K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-397- 10.24% |
$33.7K - $36.9K
|
3.48K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-409- 5.74% |
$34.7K - $38K
|
6.71K
$820K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-442- 2.95% |
$37.5K - $41.1K
|
14.6K
$1.78M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-442- 2.95% |
$37.5K - $41.1K
|
14.6K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-443- 11.03% |
$37.6K - $41.2K
|
3.57K
$436K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-448- 10.49% |
$38K - $41.6K
|
3.82K
$467K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-452- 16.67% |
$38.4K - $42K
|
2.26K
$276K
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-456- 0.31% |
$38.7K - $42.4K
|
148K
$18.1M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-460- 0.51% |
$39.1K - $42.7K
|
90.5K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-464- 14.52% |
$39.4K - $43.1K
|
2.73K
$333K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-465- 8.46% |
$39.5K - $43.2K
|
5.03K
$614K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-469- 6.54% |
$39.8K - $43.6K
|
6.71K
$819K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-487- 0.47% |
$41.3K - $45.3K
|
103K
$12.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-498- 9.79% |
$42.3K - $46.3K
|
4.59K
$560K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 10.64% |
$42.5K - $46.5K
|
4.2K
$513K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-525- 8.33% |
$44.6K - $48.8K
|
5.78K
$706K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-556- 1.4% |
$47.2K - $51.7K
|
39.2K
$4.78M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-588- 2.12% |
$49.9K - $54.6K
|
27.1K
$3.31M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-592- 17.06% |
$50.3K - $55K
|
2.88K
$351K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-599- 49.18% |
$50.9K - $55.7K
|
619
$75.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-599- 5.41% |
$50.9K - $55.7K
|
10.5K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-626- 8.3% |
$53.1K - $58.2K
|
6.92K
$844K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-650- 2.69% |
$55.2K - $60.4K
|
23.5K
$2.87M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-666- 95.55% |
$56.5K - $61.9K
|
31
$3.78K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-667- 0.66% |
$56.6K - $62K
|
100K
$12.3M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-850- 1.16% |
$72.2K - $79K
|
72.6K
$8.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-851- 4.69% |
$72.2K - $79.1K
|
17.3K
$2.11M
|