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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.53K- 12.55% |
$153K - $169K
|
10.7K
$1.29M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.54KClosed |
$154K - $170K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.6K- 9.95% |
$160K - $177K
|
14.5K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.65K- 5.91% |
$165K - $182K
|
26.3K
$3.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.66K- 4.86% |
$165K - $182K
|
32.4K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.76K- 13.54% |
$176K - $194K
|
11.3K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.76K- 57.93% |
$176K - $194K
|
1.28K
$155K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.78K- 0.91% |
$177K - $196K
|
194K
$23.5M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2K- 4.08% |
$199K - $220K
|
47.1K
$5.7M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 4.15% |
$200K - $221K
|
46.3K
$5.61M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.09K- 6.2% |
$209K - $231K
|
31.7K
$3.84M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-2.38K- 38.41% |
$238K - $262K
|
3.82K
$463K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.45K- 13.83% |
$244K - $269K
|
15.2K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.46K- 5.3% |
$245K - $271K
|
43.9K
$5.32M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.52K- 36.3% |
$251K - $277K
|
4.42K
$535K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-2.67K- 8.85% |
$266K - $294K
|
27.5K
$3.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.98K- 19.77% |
$297K - $328K
|
12.1K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.02K- 19.37% |
$301K - $332K
|
12.6K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.1K- 4.42% |
$309K - $341K
|
67K
$8.12M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.22K- 14.0% |
$321K - $354K
|
19.8K
$2.39M
|
|
|
May 06, 2024
Q1 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-3.73K- 7.7% |
$373K - $411K
|
44.7K
$5.42M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-3.95K- 2.99% |
$394K - $435K
|
128K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4.03K- 64.24% |
$402K - $444K
|
2.24K
$272K
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-4.19K- 43.7% |
$418K - $462K
|
5.4K
$655K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4.25K- 3.55% |
$424K - $468K
|
115K
$14M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.49K- 20.83% |
$448K - $495K
|
17.1K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4.77K- 38.61% |
$476K - $525K
|
7.58K
$919K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.77K- 4.61% |
$476K - $526K
|
98.9K
$12M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-4.94K- 13.23% |
$493K - $545K
|
32.4K
$3.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-5K- 6.38% |
$498K - $550K
|
73.3K
$8.88M
|
|
|
May 13, 2024
Q1 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-5.17K- 1.93% |
$515K - $569K
|
263K
$31.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-5.17K- 49.28% |
$516K - $569K
|
5.32K
$645K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.64K- 37.36% |
$563K - $621K
|
9.46K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.8K- 94.74% |
$578K - $638K
|
322
$39K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.98K- 40.51% |
$597K - $659K
|
8.79K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.66K- 14.3% |
$665K - $734K
|
39.9K
$4.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.75K- 18.66% |
$674K - $744K
|
29.4K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-7.64K- 35.04% |
$762K - $842K
|
14.2K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.66K- 2.88% |
$765K - $844K
|
258K
$31.3M
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-7.8K- 8.5% |
$778K - $859K
|
84K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.87K- 34.93% |
$885K - $977K
|
16.5K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-9.53K- 51.25% |
$951K - $1.05M
|
9.07K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-9.53K- 11.97% |
$951K - $1.05M
|
70.1K
$8.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-10.2K- 70.43% |
$1.02M - $1.12M
|
4.28K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-10.2K- 56.97% |
$1.02M - $1.12M
|
7.7K
$933K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.3K- 14.0% |
$1.03M - $1.13M
|
63.1K
$7.64M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.7K- 4.04% |
$1.07M - $1.18M
|
255K
$30.9M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11K- 8.14% |
$1.1M - $1.21M
|
124K
$15.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 14.09% |
$1.11M - $1.22M
|
67.6K
$8.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-12.3K- 30.08% |
$1.23M - $1.36M
|
28.6K
$3.47M
|