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 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.6K- 41.37% |
$1.26M - $1.39M
|
17.9K
$2.18M
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-12.8K- 3.4% |
$1.27M - $1.41M
|
363K
$44.3M
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
SELL
|
- |
-13.4K- 59.48% |
$1.34M - $1.48M
|
9.15K
$1.12M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.6K- 2.06% |
$1.36M - $1.5M
|
647K
$79M
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-13.7K- 1.07% |
$1.37M - $1.51M
|
1.27M
$155M
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-13.8K- 57.96% |
$1.38M - $1.52M
|
10K
$1.23M
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.2K- 7.04% |
$1.42M - $1.56M
|
188K
$22.9M
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-15.3K- 89.38% |
$1.53M - $1.69M
|
1.82K
$222K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15.9K- 47.27% |
$1.59M - $1.75M
|
17.8K
$2.17M
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-16.6K- 34.83% |
$1.66M - $1.83M
|
31.1K
$3.79M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-18.5K- 2.07% |
$1.85M - $2.04M
|
877K
$107M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-18.9K- 7.32% |
$1.89M - $2.08M
|
239K
$29.2M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21K- 61.3% |
$2.1M - $2.32M
|
13.3K
$1.62M
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-21.3K- 78.67% |
$2.13M - $2.35M
|
5.79K
$706K
|
|
May 15, 2024
Q1 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-21.9K- 20.26% |
$2.19M - $2.41M
|
86.2K
$10.5M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-23.1K- 60.33% |
$2.31M - $2.55M
|
15.2K
$1.85M
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-23.8K- 5.77% |
$2.38M - $2.62M
|
389K
$47.5M
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-26.5K- 69.74% |
$2.64M - $2.92M
|
11.5K
$1.4M
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-26.5K- 64.27% |
$2.65M - $2.92M
|
14.7K
$1.8M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-27.2K- 24.58% |
$2.72M - $3M
|
83.5K
$10.2M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.4K- 18.18% |
$3.13M - $3.46M
|
141K
$17.2M
|
|
May 09, 2024
Q1 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-32.3K- 56.04% |
$3.23M - $3.56M
|
25.4K
$3.1M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-34K- 44.51% |
$3.39M - $3.74M
|
42.4K
$5.17M
|
|
May 14, 2024
Q1 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-34K- 55.94% |
$3.39M - $3.75M
|
26.8K
$3.27M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35.2K- 75.22% |
$3.52M - $3.88M
|
11.6K
$1.42M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-39.5K- 54.2% |
$3.94M - $4.35M
|
33.4K
$4.08M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39.6K- 21.14% |
$3.95M - $4.36M
|
148K
$18M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-41.5K- 18.21% |
$4.14M - $4.57M
|
186K
$22.7M
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-44.3K- 60.38% |
$4.42M - $4.88M
|
29.1K
$3.55M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-46.3K- 56.61% |
$4.62M - $5.1M
|
35.5K
$4.33M
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-49K- 30.04% |
$4.89M - $5.4M
|
114K
$13.9M
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54.1K- 4.68% |
$5.4M - $5.96M
|
1.1M
$134M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-64.7K- 69.23% |
$6.45M - $7.12M
|
28.7K
$3.51M
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-66.7K- 3.63% |
$6.65M - $7.34M
|
1.77M
$216M
|
|
May 15, 2024
Q1 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-74.1K- 22.27% |
$7.39M - $8.16M
|
259K
$31.6M
|
|
May 13, 2024
Q1 2024
|
Sycale Advisors (Ny) LLC
New York, NY |
SELL
|
- |
-76.5K- 82.11% |
$7.64M - $8.43M
|
16.7K
$2.04M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-79.9K- 40.17% |
$7.98M - $8.8M
|
119K
$14.5M
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-83.6K- 89.32% |
$8.34M - $9.21M
|
10K
$1.22M
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-84.2K- 82.86% |
$8.4M - $9.27M
|
17.4K
$2.12M
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-87.4K- 55.64% |
$8.73M - $9.63M
|
69.7K
$8.51M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-91.8K- 30.76% |
$9.16M - $10.1M
|
207K
$25.2M
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-92.3K- 35.81% |
$9.21M - $10.2M
|
165K
$20.2M
|
|
May 13, 2024
Q1 2024
|
Mayo Clinic
Rochester, MN |
SELL
|
- |
-96.4K- 84.74% |
$9.62M - $10.6M
|
17.4K
$2.12M
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-98.1K- 97.42% |
$9.79M - $10.8M
|
2.59K
$317K
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-108K- 90.02% |
$10.8M - $11.9M
|
12K
$1.47M
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-111K- 20.87% |
$11.1M - $12.3M
|
422K
$51.5M
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-138K- 58.95% |
$13.8M - $15.2M
|
96.3K
$11.8M
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-140K- 11.91% |
$14M - $15.4M
|
1.04M
$126M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-143K- 42.78% |
$14.3M - $15.7M
|
191K
$23.3M
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-153K- 87.5% |
$15.3M - $16.8M
|
21.8K
$2.67M
|