Purchases and Sales Made in Q2 2023 in Ishares Msci Acwi ETF (ACWI)

ACWI Quotes by TradingView

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 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
302
+ 1.04%
$27.3K - $29.1K
29.2K $3.57M
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
298
+ 0.29%
$27K - $28.7K
103K $12.6M
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
296
+ 4.55%
$26.8K - $28.5K
6.8K $830K
Jul 13, 2023 Q2 2023
Aries Wealth Management

BUY
 -
295
+ 2.84%
$26.7K - $28.4K
10.7K $1.3M
Jul 31, 2023 Q2 2023
Credit Agricole S A

BUY
 -
292
New
$26.4K - $28.1K
292 $35.6K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
275
New
$24.9K - $26.5K
275 $33.6K
Aug 07, 2023 Q2 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
259
+ 6.16%
$23.4K - $25K
4.46K $545K
Aug 02, 2023 Q2 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
255
+ 1.11%
$23.1K - $24.6K
23.3K $2.84M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
250
New
$22.6K - $24.1K
250 $30.5K
Aug 07, 2023 Q2 2023
Asb Consultores, LLC

Aventura, FL
BUY
 -
242
+ 0.97%
$21.9K - $23.3K
25.1K $3.06M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
224
+ 1.08%
$20.3K - $21.6K
21K $2.56M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
212
+ 1.15%
$19.2K - $20.4K
18.7K $2.28M
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
197
+ 0.59%
$17.8K - $19K
33.8K $4.12M
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
194
+ 1.71%
$17.6K - $18.7K
11.5K $1.41M
Jul 25, 2023 Q2 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
193
+ 1.32%
$17.5K - $18.6K
14.8K $1.8M
Jul 17, 2023 Q2 2023
Atwater Malick LLC

BUY
 -
180
+ 0.45%
$16.3K - $17.3K
40K $4.88M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
169
New
$15.3K - $16.3K
169 $20.6K
Jul 18, 2023 Q2 2023
Ckw Financial Group

BUY
 -
166
+ 0.93%
$15K - $16K
18K $2.19M
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
156
+ 2.33%
$14.1K - $15K
6.86K $838K
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
154
+ 1.22%
$13.9K - $14.8K
12.8K $1.56M
Aug 07, 2023 Q2 2023
O'Brien Wealth Partners LLC

BUY
 -
152
+ 6.62%
$13.8K - $14.6K
2.45K $299K
Aug 10, 2023 Q2 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
149
+ 4.65%
$13.5K - $14.4K
3.35K $409K
Aug 02, 2023 Q2 2023
Winthrop Advisory Group LLC

BUY
 -
149
+ 4.52%
$13.5K - $14.4K
3.45K $421K
Jul 19, 2023 Q2 2023
Northside Capital Management, LLC

BUY
 -
144
+ 0.37%
$13K - $13.9K
39.3K $4.8M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
144
+ 0.1%
$13K - $13.9K
148K $18.1M
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
131
+ 6.99%
$11.9K - $12.6K
2.01K $245K
Aug 09, 2023 Q2 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
116
+ 2.91%
$10.5K - $11.2K
4.11K $501K
Aug 14, 2023 Q2 2023
Tfo Tdc, LLC

BUY
 -
111
+ 1.0%
$10K - $10.7K
11.2K $1.37M
Jul 17, 2023 Q2 2023
Cherrydale Wealth Management, LLC

BUY
 -
102
+ 1.01%
$9.23K - $9.83K
10.2K $1.24M
Sep 18, 2023 Q2 2023
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
100
+ 2.43%
$9.05K - $9.64K
4.21K $514K
Jul 21, 2023 Q2 2023
Sequent Asset Management, LLC

BUY
 -
90
+ 3.09%
$8.15K - $8.67K
3.01K $367K
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
82
+ 3.45%
$7.42K - $7.9K
2.46K $300K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
82
+ 0.39%
$7.42K - $7.9K
21.3K $2.6M
Jul 26, 2023 Q2 2023
Peak Financial Management, Inc.

BUY
 -
80
+ 0.17%
$7.24K - $7.71K
47.8K $5.83M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
77
New
$6.97K - $7.42K
77 $9.4K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
76
+ 0.07%
$6.88K - $7.32K
103K $12.6M
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
BUY
 -
75
+ 1.53%
$6.79K - $7.23K
4.99K $609K
Aug 04, 2023 Q2 2023
Bellwether Advisors, LLC

BUY
 -
69
+ 1.48%
$6.24K - $6.65K
4.75K $579K
Jul 10, 2023 Q2 2023
Sarasin & Partners LLP

BUY
 -
60
+ 0.0%
$5.43K - $5.78K
1.38M $168M
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
59
+ 0.59%
$5.34K - $5.69K
10.1K $1.24M
Aug 14, 2023 Q2 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
55
+ 0.61%
$4.98K - $5.3K
9.05K $1.1M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
54
New
$4.89K - $5.2K
54 $6.59K
Aug 07, 2023 Q2 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
53
+ 0.27%
$4.8K - $5.11K
19.8K $2.42M
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
47
+ 17.09%
$4.25K - $4.53K
322 $39.3K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
45
+ 0.94%
$4.07K - $4.34K
4.85K $592K
Aug 01, 2023 Q2 2023
Fiducient Advisors LLC

BUY
 -
41
+ 1.33%
$3.71K - $3.95K
3.12K $381K
Aug 09, 2023 Q2 2023
Highland Capital Management, LLC

BUY
 -
40
+ 0.67%
$3.62K - $3.85K
6.04K $737K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
37
+ 0.98%
$3.35K - $3.57K
3.8K $464K
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
36
+ 0.61%
$3.26K - $3.47K
5.9K $721K

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