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 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-2.96K- 0.9% |
$251K - $275K
|
326K
$39.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.03K- 4.98% |
$257K - $282K
|
57.9K
$7.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-3.08K- 55.41% |
$262K - $286K
|
2.48K
$303K
|
|
|
May 10, 2023
Q1 2023
|
Sycale Advisors (Ny) LLC
New York, NY |
SELL
|
- |
-3.3K- 3.57% |
$280K - $307K
|
89.2K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.32K- 15.08% |
$282K - $309K
|
18.7K
$2.28M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.36K- 32.38% |
$285K - $312K
|
7.01K
$855K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.42KClosed |
$290K - $317K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-3.62K- 0.19% |
$308K - $337K
|
1.92M
$235M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.63K- 49.19% |
$308K - $337K
|
3.75K
$458K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.63K- 49.19% |
$308K - $337K
|
3.75K
$458K
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.8K- 38.27% |
$323K - $354K
|
6.14K
$749K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.88K- 1.13% |
$329K - $360K
|
338K
$41.3M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.97K- 7.31% |
$337K - $369K
|
50.3K
$6.14M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.98K- 6.48% |
$338K - $370K
|
57.4K
$7.01M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4.03K- 64.24% |
$342K - $374K
|
2.24K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.08K- 9.11% |
$346K - $379K
|
40.7K
$4.97M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.11K- 2.53% |
$349K - $382K
|
158K
$19.3M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.33K- 39.58% |
$368K - $402K
|
6.61K
$807K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.34K- 26.11% |
$369K - $404K
|
12.3K
$1.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.49K- 18.69% |
$381K - $417K
|
19.5K
$2.39M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.52K- 95.86% |
$384K - $420K
|
195
$23.8K
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-4.54K- 38.6% |
$385K - $422K
|
7.22K
$881K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-4.88K- 22.51% |
$414K - $453K
|
16.8K
$2.05M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.18K- 42.8% |
$439K - $481K
|
6.92K
$844K
|
|
|
May 10, 2023
Q1 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-5.35K- 81.55% |
$454K - $497K
|
1.21K
$148K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.44K- 47.68% |
$462K - $505K
|
5.97K
$728K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.53K- 25.69% |
$470K - $514K
|
16K
$1.95M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-5.54K- 20.63% |
$471K - $515K
|
21.3K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-5.93K- 49.72% |
$504K - $551K
|
6K
$732K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.98K- 1.82% |
$507K - $555K
|
322K
$39.3M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.31K- 98.58% |
$535K - $586K
|
91
$11.1K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.83K- 36.13% |
$580K - $635K
|
12.1K
$1.47M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7K- 2.83% |
$594K - $651K
|
240K
$29.4M
|
|
|
May 11, 2023
Q1 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-7.7K- 10.88% |
$654K - $716K
|
63.1K
$7.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.18K- 21.54% |
$694K - $760K
|
29.8K
$3.64M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.82K- 21.05% |
$749K - $820K
|
33.1K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-9.45K- 0.52% |
$802K - $878K
|
1.81M
$221M
|
|
|
May 01, 2023
Q1 2023
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-9.85K- 5.1% |
$836K - $915K
|
183K
$22.4M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-10.1K- 5.06% |
$860K - $941K
|
190K
$23.2M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.4K- 78.69% |
$882K - $966K
|
2.82K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-10.4K- 4.63% |
$887K - $971K
|
215K
$26.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.8K- 15.92% |
$918K - $1.01M
|
57.1K
$6.97M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 10.33% |
$939K - $1.03M
|
96K
$11.7M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-11.2K- 11.34% |
$954K - $1.04M
|
87.8K
$10.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-11.3K- 73.43% |
$959K - $1.05M
|
4.09K
$499K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11.6K- 16.0% |
$985K - $1.08M
|
60.9K
$7.43M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.9K- 8.6% |
$1.18M - $1.29M
|
147K
$18M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-14K- 17.02% |
$1.19M - $1.3M
|
68.2K
$8.32M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-14.4K- 47.93% |
$1.23M - $1.34M
|
15.7K
$1.91M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-16.7K- 81.23% |
$1.42M - $1.55M
|
3.85K
$470K
|