Purchases and Sales Made in Q2 2024 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
20+ 0.43% |
$2.09K - $2.26K
|
4.65K
$527K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19+ 5.9% |
$1.99K - $2.14K
|
341
$38.7K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
18+ 0.07% |
$1.88K - $2.03K
|
27.5K
$3.12M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.81% |
$1.67K - $1.81K
|
2K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
16+ 0.51% |
$1.67K - $1.81K
|
3.13K
$355K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.3% |
$1.46K - $1.58K
|
4.75K
$539K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12+ 4.86% |
$1.25K - $1.35K
|
259
$29.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10+ 0.01% |
$1.05K - $1.13K
|
188K
$21.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
10+ 0.5% |
$1.05K - $1.13K
|
2.03K
$230K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 0.8% |
$1.05K - $1.13K
|
1.26K
$143K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.54% |
$941 - $1.02K
|
1.68K
$191K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8+ 2.68% |
$836 - $903
|
307
$34.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.15% |
$836 - $903
|
5.46K
$620K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$836 - $903
|
5.43K
$616K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 0.84% |
$732 - $790
|
843
$95.6K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.83% |
$732 - $790
|
846
$96K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7+ 0.07% |
$732 - $790
|
10.2K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.01% |
$627 - $677
|
65K
$7.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.52% |
$627 - $677
|
1.17K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
6+ 0.15% |
$627 - $677
|
4.14K
$470K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
5+ 0.86% |
$523 - $564
|
586
$66.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.68% |
$523 - $564
|
742
$84.2K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.07% |
$418 - $451
|
6K
$680K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3+ 0.02% |
$314 - $338
|
12.3K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.62% |
$314 - $338
|
484
$54.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2+ 0.05% |
$209 - $226
|
4.37K
$496K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$209 - $226
|
5.52K
$626K
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$209 - $226
|
27.3K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.03% |
$209 - $226
|
5.87K
$666K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.07% |
$105 - $113
|
1.45K
$165K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1+ 0.01% |
$105 - $113
|
11.6K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.56% |
$105 - $113
|
178
$20.2K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$105 - $113
|
3.34K
$379K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.04% |
$105 - $113
|
2.81K
$319K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
1+ 0.05% |
$105 - $113
|
2.17K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.8% |
$105 - $113
|
126
$14.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1+ 1.28% |
$105 - $113
|
79
$8.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2- 0.1% |
$209 - $226
|
1.93K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 2.46% |
$314 - $338
|
119
$13.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-4- 0.06% |
$418 - $451
|
6.36K
$722K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4- 0.35% |
$418 - $451
|
1.13K
$128K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 0.86% |
$523 - $564
|
576
$65.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7- 0.02% |
$732 - $790
|
39.9K
$4.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7- 0.19% |
$732 - $790
|
3.74K
$424K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-8- 0.4% |
$836 - $903
|
2K
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10- 0.55% |
$1.05K - $1.13K
|
1.81K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-12- 0.11% |
$1.25K - $1.35K
|
10.7K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-20- 1.04% |
$2.09K - $2.26K
|
1.9K
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-21- 0.45% |
$2.2K - $2.37K
|
4.64K
$526K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 0.32% |
$2.82K - $3.05K
|
8.5K
$964K
|