Purchases and Sales Made in Q1 2024 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q1 2024. 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 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-99- 2.41% |
$9.88K - $10.9K
|
4.02K
$490K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-101- 3.13% |
$10.1K - $11.1K
|
3.13K
$382K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-103- 1.83% |
$10.3K - $11.3K
|
5.53K
$675K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-104- 0.2% |
$10.4K - $11.5K
|
51.8K
$6.32M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-104- 1.25% |
$10.4K - $11.5K
|
8.19K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-112- 1.08% |
$11.2K - $12.3K
|
10.3K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-116- 1.45% |
$11.6K - $12.8K
|
7.88K
$961K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-122- 5.73% |
$12.2K - $13.4K
|
2.01K
$245K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-122- 2.89% |
$12.2K - $13.4K
|
4.1K
$501K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-125- 2.71% |
$12.5K - $13.8K
|
4.49K
$547K
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-127- 1.09% |
$12.7K - $14K
|
11.6K
$1.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-130- 6.34% |
$13K - $14.3K
|
1.92K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-133- 45.39% |
$13.3K - $14.6K
|
160
$19.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-134- 4.46% |
$13.4K - $14.8K
|
2.87K
$351K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-138- 1.42% |
$13.8K - $15.2K
|
9.56K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-138- 1.27% |
$13.8K - $15.2K
|
10.7K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-151- 0.98% |
$15.1K - $16.6K
|
15.2K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-155- 4.43% |
$15.5K - $17.1K
|
3.34K
$408K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-157- 0.35% |
$15.7K - $17.3K
|
44.4K
$5.42M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-175- 0.91% |
$17.5K - $19.3K
|
19K
$2.32M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-189- 2.1% |
$18.9K - $20.8K
|
8.8K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-197- 0.32% |
$19.7K - $21.7K
|
60.8K
$7.43M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-204- 0.53% |
$20.4K - $22.5K
|
38.3K
$4.67M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-215- 1.03% |
$21.5K - $23.7K
|
20.6K
$2.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-216- 0.93% |
$21.6K - $23.8K
|
23K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-221- 6.35% |
$22.1K - $24.3K
|
3.26K
$398K
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-245- 1.27% |
$24.4K - $27K
|
19K
$2.32M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-245- 8.48% |
$24.4K - $27K
|
2.65K
$323K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-250- 0.53% |
$24.9K - $27.5K
|
47.3K
$5.77M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-258- 7.0% |
$25.7K - $28.4K
|
3.43K
$419K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-259- 3.74% |
$25.8K - $28.5K
|
6.66K
$813K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-261- 6.51% |
$26K - $28.7K
|
3.75K
$458K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-267- 5.45% |
$26.6K - $29.4K
|
4.64K
$566K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-269- 89.07% |
$26.8K - $29.6K
|
33
$4.03K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-270- 1.99% |
$26.9K - $29.7K
|
13.3K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-285- 5.52% |
$28.4K - $31.4K
|
4.88K
$596K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-286- 1.88% |
$28.5K - $31.5K
|
14.9K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-289- 3.59% |
$28.8K - $31.8K
|
7.75K
$946K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-290- 5.69% |
$28.9K - $31.9K
|
4.81K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-290- 1.49% |
$28.9K - $31.9K
|
19.1K
$2.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-291- 0.22% |
$29K - $32.1K
|
131K
$16M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-307- 10.0% |
$30.6K - $33.8K
|
2.76K
$337K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-348- 0.72% |
$34.7K - $38.3K
|
47.7K
$5.82M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-392- 8.99% |
$39.1K - $43.2K
|
3.97K
$484K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-393- 1.98% |
$39.2K - $43.3K
|
19.4K
$2.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-400- 4.55% |
$39.9K - $44.1K
|
8.4K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-412- 7.52% |
$41.1K - $45.4K
|
5.07K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-424- 10.26% |
$42.3K - $46.7K
|
3.71K
$452K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-440- 5.47% |
$43.9K - $48.5K
|
7.6K
$928K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-448- 1.63% |
$44.7K - $49.3K
|
27K
$3.29M
|