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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33+ 0.37% |
$2.99K - $3.18K
|
8.95K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
31+ 0.71% |
$2.81K - $2.99K
|
4.42K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
28+ 2800.0% |
$2.53K - $2.7K
|
29
$3.54K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28+ 2800.0% |
$2.53K - $2.7K
|
29
$3.54K
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
26+ 0.89% |
$2.35K - $2.51K
|
2.95K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
25+ 0.82% |
$2.26K - $2.41K
|
3.06K
$373K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
25+ 0.13% |
$2.26K - $2.41K
|
19.7K
$2.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.37% |
$1.72K - $1.83K
|
5.19K
$633K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17+ 0.41% |
$1.54K - $1.64K
|
4.17K
$509K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
15+ 0.52% |
$1.36K - $1.45K
|
2.92K
$356K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13+ 0.23% |
$1.18K - $1.25K
|
5.74K
$701K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13+ 1.04% |
$1.18K - $1.25K
|
1.26K
$154K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12+ 0.12% |
$1.09K - $1.16K
|
10.3K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
12+ 0.23% |
$1.09K - $1.16K
|
5.24K
$640K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11+ 0.02% |
$996 - $1.06K
|
46.2K
$5.64M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9+ 0.4% |
$815 - $867
|
2.27K
$277K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
9+ 0.15% |
$815 - $867
|
5.88K
$718K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
9+ 0.12% |
$815 - $867
|
7.74K
$945K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
8+ 0.11% |
$724 - $771
|
7.35K
$897K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.7% |
$724 - $771
|
1.15K
$141K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 1.02% |
$543 - $578
|
592
$72.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.98% |
$453 - $482
|
514
$62.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4+ 0.18% |
$362 - $385
|
2.26K
$276K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 1.72% |
$362 - $385
|
236
$28.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.48% |
$272 - $289
|
622
$75.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
3+ 0.01% |
$272 - $289
|
36.2K
$4.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$181 - $193
|
5.36K
$654K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
2+ 0.0% |
$181 - $193
|
87.8K
$10.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.01% |
$181 - $193
|
17.5K
$2.14M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1New |
$90.5 - $96.4
|
1
$122
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$90.5 - $96.4
|
65K
$7.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 4.76% |
$90.5 - $96.4
|
22
$2.69K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1+ 1.33% |
$90.5 - $96.4
|
76
$9.28K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.31% |
$90.5 - $96.4
|
322
$39.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-4- 0.08% |
$362 - $385
|
5.07K
$619K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5- 0.36% |
$453 - $482
|
1.37K
$167K
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-9- 0.08% |
$815 - $867
|
10.6K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-12- 0.14% |
$1.09K - $1.16K
|
8.54K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-18- 31.03% |
$1.63K - $1.73K
|
40
$4.88K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-18- 0.05% |
$1.63K - $1.73K
|
33.2K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21- 0.55% |
$1.9K - $2.02K
|
3.8K
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-21- 0.28% |
$1.9K - $2.02K
|
7.6K
$928K
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-21- 0.91% |
$1.9K - $2.02K
|
2.28K
$279K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22- 0.47% |
$1.99K - $2.12K
|
4.7K
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-22- 10.95% |
$1.99K - $2.12K
|
179
$21.8K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-24- 0.11% |
$2.17K - $2.31K
|
21.8K
$2.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-25- 11.79% |
$2.26K - $2.41K
|
187
$22.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-27- 0.76% |
$2.44K - $2.6K
|
3.55K
$433K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-28- 0.1% |
$2.53K - $2.7K
|
27.1K
$3.31M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-35- 0.61% |
$3.17K - $3.37K
|
5.75K
$701K
|