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 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-2.07K- 34.53% |
$187K - $200K
|
3.93K
$479K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.14K- 5.62% |
$194K - $206K
|
35.9K
$4.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.24K- 9.35% |
$202K - $215K
|
21.7K
$2.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.24K- 12.34% |
$203K - $216K
|
15.9K
$1.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.25K- 42.28% |
$204K - $217K
|
3.07K
$375K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.31K- 90.23% |
$209K - $223K
|
250
$30.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.32K- 7.46% |
$210K - $223K
|
28.8K
$3.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.38K- 6.27% |
$215K - $229K
|
35.5K
$4.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-2.48K- 11.61% |
$224K - $239K
|
18.8K
$2.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.54K- 21.51% |
$230K - $245K
|
9.26K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.66K- 5.71% |
$241K - $257K
|
43.9K
$5.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.74K- 50.64% |
$248K - $264K
|
2.67K
$326K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.75K- 3.16% |
$249K - $265K
|
84.2K
$10.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-2.79K- 96.6% |
$252K - $269K
|
98
$12K
|
|
|
Jul 31, 2023
Q2 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-2.79K- 4.09% |
$253K - $269K
|
65.4K
$7.98M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.84K- 3.86% |
$257K - $274K
|
70.8K
$8.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.9K- 20.86% |
$262K - $279K
|
11K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Nationwide Asset Management LLC
|
SELL
|
- |
-2.97K- 1.47% |
$269K - $286K
|
199K
$24.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.15K- 18.71% |
$285K - $303K
|
13.7K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.36K- 0.67% |
$304K - $323K
|
494K
$60.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.37K- 45.73% |
$305K - $325K
|
4K
$488K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.75K- 29.43% |
$339K - $361K
|
8.99K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.87K- 1.01% |
$350K - $373K
|
377K
$46M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.03K- 2.2% |
$364K - $388K
|
179K
$21.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.2K- 8.34% |
$380K - $404K
|
46.1K
$5.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-4.52K- 62.53% |
$409K - $435K
|
2.71K
$330K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.62K- 7.02% |
$418K - $445K
|
61.2K
$7.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 3.89% |
$428K - $455K
|
117K
$14.2M
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-4.79K- 89.84% |
$433K - $461K
|
541
$66K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.32K- 43.96% |
$481K - $512K
|
6.78K
$827K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.71K- 35.27% |
$517K - $551K
|
10.5K
$1.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.78K- 2.83% |
$523K - $557K
|
199K
$24.3M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.5K- 52.87% |
$588K - $626K
|
5.79K
$707K
|
|
|
Jul 13, 2023
Q2 2023
|
Wind River Trust CO
|
SELL
|
- |
-6.58K- 5.02% |
$595K - $634K
|
124K
$15.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.84K- 22.46% |
$619K - $659K
|
23.6K
$2.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.86K- 11.26% |
$620K - $661K
|
54K
$6.59M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-7K- 7.59% |
$634K - $675K
|
85.2K
$10.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.02K- 10.62% |
$636K - $677K
|
59.1K
$7.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-7.32K- 2.25% |
$662K - $705K
|
318K
$38.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-7.83K- 8.53% |
$709K - $754K
|
84K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.03K- 24.26% |
$726K - $773K
|
25.1K
$3.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-8.11K- 55.01% |
$734K - $781K
|
6.63K
$809K
|
|
|
Aug 03, 2023
Q2 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-8.8K- 15.59% |
$796K - $848K
|
47.7K
$5.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.03K- 46.19% |
$817K - $870K
|
10.5K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.14K- 9.11% |
$827K - $881K
|
91.3K
$11.1M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.88K- 58.65% |
$895K - $952K
|
6.97K
$851K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.91K- 2.93% |
$897K - $955K
|
328K
$40.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-10K- 13.09% |
$905K - $964K
|
66.4K
$8.11M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.1K- 8.92% |
$914K - $974K
|
103K
$12.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-10.6K- 18.3% |
$958K - $1.02M
|
47.3K
$5.77M
|