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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2K- 66.4% |
$1.46M - $1.59M
|
8.68K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-18.2K- 16.52% |
$1.54M - $1.69M
|
91.8K
$11.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.9K- 8.59% |
$1.61M - $1.76M
|
201K
$24.6M
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-19.4K- 49.46% |
$1.65M - $1.8M
|
19.8K
$2.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-19.6K- 35.16% |
$1.67M - $1.83M
|
36.2K
$4.42M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-19.8K- 50.92% |
$1.68M - $1.84M
|
19.1K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-19.9K- 6.54% |
$1.69M - $1.85M
|
284K
$34.7M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-20K- 61.96% |
$1.7M - $1.86M
|
12.3K
$1.5M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-20.1K- 13.35% |
$1.71M - $1.87M
|
130K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.2K- 4.24% |
$1.71M - $1.88M
|
455K
$55.6M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-21.3K- 3.83% |
$1.81M - $1.98M
|
535K
$65.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.5K- 48.29% |
$1.82M - $1.99M
|
23K
$2.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-23.8K- 58.64% |
$2.02M - $2.21M
|
16.8K
$2.05M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-24K- 58.79% |
$2.04M - $2.23M
|
16.8K
$2.05M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-28.3K- 48.36% |
$2.4M - $2.63M
|
30.2K
$3.69M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.4K- 79.42% |
$2.5M - $2.73M
|
7.63K
$931K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.6K- 70.11% |
$2.51M - $2.75M
|
12.6K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31.6K- 2.35% |
$2.68M - $2.94M
|
1.31M
$161M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-34.3K- 76.03% |
$2.91M - $3.18M
|
10.8K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-37.5K- 25.33% |
$3.18M - $3.48M
|
110K
$13.5M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-38.5K- 3.89% |
$3.26M - $3.57M
|
950K
$116M
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-39.3K- 4.59% |
$3.33M - $3.65M
|
816K
$99.6M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-41.3K- 76.92% |
$3.5M - $3.84M
|
12.4K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-42.8K- 14.93% |
$3.64M - $3.98M
|
244K
$29.8M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-47.3K- 17.71% |
$4.01M - $4.39M
|
220K
$26.8M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-49.3K- 27.78% |
$4.19M - $4.58M
|
128K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51K- 21.78% |
$4.33M - $4.73M
|
183K
$22.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-57.1K- 6.34% |
$4.85M - $5.31M
|
844K
$103M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-60.4K- 11.99% |
$5.13M - $5.62M
|
444K
$54.2M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-61.7K- 11.66% |
$5.24M - $5.74M
|
468K
$57.1M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-65.7K- 12.92% |
$5.58M - $6.1M
|
443K
$54M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-68.2K- 70.51% |
$5.79M - $6.34M
|
28.5K
$3.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-69.4K- 74.79% |
$5.89M - $6.45M
|
23.4K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-70.6K- 96.9% |
$6M - $6.56M
|
2.26K
$276K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-71.5K- 96.85% |
$6.07M - $6.65M
|
2.33K
$284K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-72.1K- 83.96% |
$6.12M - $6.7M
|
13.8K
$1.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-74.4K- 5.4% |
$6.32M - $6.92M
|
1.3M
$159M
|
|
|
May 15, 2023
Q1 2023
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-76.7K- 75.44% |
$6.51M - $7.13M
|
25K
$3.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-77.8K- 50.46% |
$6.61M - $7.23M
|
76.4K
$9.33M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-80K- 1.32% |
$6.79M - $7.43M
|
5.99M
$731M
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
SELL
|
- |
-80.5K- 75.05% |
$6.84M - $7.48M
|
26.8K
$3.27M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-82.1K- 48.71% |
$6.97M - $7.63M
|
86.4K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-82.4K- 96.68% |
$6.99M - $7.66M
|
2.83K
$346K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-84.7K- 53.62% |
$7.19M - $7.87M
|
73.3K
$8.94M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-88.4K- 63.13% |
$7.5M - $8.21M
|
51.6K
$6.3M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-94.3K- 42.73% |
$8.01M - $8.76M
|
126K
$15.4M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101K- 70.23% |
$8.58M - $9.39M
|
42.8K
$5.23M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-110K- 22.0% |
$9.37M - $10.3M
|
391K
$47.8M
|
|
|
May 02, 2023
Q1 2023
|
Granger Management LLC
|
SELL
|
- |
-125K- 14.57% |
$10.6M - $11.6M
|
732K
$89.4M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-159K- 85.57% |
$13.5M - $14.7M
|
26.7K
$3.26M
|