Purchases and Sales Made in Q2 2023 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
12.9K+ 82.14% |
$1.17M - $1.24M
|
28.6K
$3.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.6K+ 145.74% |
$1.14M - $1.22M
|
21.3K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.4K+ 25.13% |
$1.12M - $1.19M
|
61.5K
$7.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.2K+ 12.84% |
$1.11M - $1.18M
|
108K
$13.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
12K+ 27.79% |
$1.08M - $1.15M
|
55.1K
$6.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.5KNew |
$1.04M - $1.11M
|
11.5K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 19.5% |
$1.01M - $1.08M
|
68.6K
$8.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
10.6KNew |
$956K - $1.02M
|
10.6K
$1.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
10.2K+ 2.52% |
$921K - $980K
|
414K
$50.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.96K+ 89.99% |
$901K - $959K
|
21K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
9.48KNew |
$858K - $913K
|
9.48K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
8.75K+ 9.11% |
$792K - $843K
|
105K
$12.8M
|
|
|
Mar 11, 2024
Q2 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
8.51K+ 1.83% |
$770K - $820K
|
472K
$57.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
8.44KNew |
$764K - $813K
|
8.44K
$1.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
8.41K+ 1.89% |
$761K - $810K
|
452K
$55.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.37K+ 219.25% |
$758K - $807K
|
12.2K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.51K+ 12.7% |
$680K - $724K
|
66.6K
$8.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.27KNew |
$658K - $700K
|
7.27K
$887K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.09K+ 189.19% |
$642K - $683K
|
10.8K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7K+ 2.91% |
$634K - $675K
|
247K
$30.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.88K+ 14.45% |
$623K - $663K
|
54.5K
$6.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.55KNew |
$592K - $631K
|
6.55K
$799K
|
|
|
Aug 11, 2023
Q2 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
6.47KNew |
$586K - $624K
|
6.47K
$790K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.21KNew |
$562K - $599K
|
6.21K
$758K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.49K+ 7.62% |
$497K - $529K
|
77.5K
$9.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.03K+ 2.5% |
$455K - $485K
|
206K
$25.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.01K+ 29.8% |
$453K - $482K
|
21.8K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.64KNew |
$420K - $447K
|
4.64K
$566K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.37K+ 29.12% |
$396K - $421K
|
19.4K
$2.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
4.35KNew |
$394K - $419K
|
4.35K
$531K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
4.34KNew |
$393K - $418K
|
4.34K
$530K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.19KNew |
$379K - $404K
|
4.19K
$511K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.1K+ 33.68% |
$371K - $395K
|
16.3K
$1.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.1K+ 32.82% |
$371K - $395K
|
16.6K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.07K+ 108.48% |
$368K - $392K
|
7.82K
$954K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4.06KNew |
$367K - $391K
|
4.06K
$495K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.05K+ 17.3% |
$366K - $390K
|
27.5K
$3.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.03K+ 179.62% |
$364K - $388K
|
6.27K
$765K
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
3.99K+ 11.0% |
$361K - $384K
|
40.2K
$4.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.61KNew |
$327K - $348K
|
3.61K
$441K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.61K+ 2.45% |
$326K - $347K
|
151K
$18.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
3.59K+ 0.38% |
$325K - $346K
|
953K
$116M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.4K+ 77.0% |
$308K - $328K
|
7.82K
$954K
|
|
|
Aug 11, 2023
Q2 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
3.4K+ 5.39% |
$308K - $328K
|
66.5K
$8.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.28K+ 70.54% |
$297K - $316K
|
7.93K
$968K
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.22K+ 113.77% |
$292K - $310K
|
6.05K
$739K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.12K+ 2.39% |
$282K - $300K
|
133K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.97K+ 4.14% |
$269K - $286K
|
74.8K
$9.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.97KNew |
$269K - $286K
|
2.97K
$363K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.87KNew |
$260K - $276K
|
2.87K
$350K
|