Purchases and Sales Made in Q3 2023 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
454+ 20.02% |
$41.8K - $45.1K
|
2.72K
$330K
|
|
|
Nov 09, 2023
Q3 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
448New |
$41.2K - $44.5K
|
448
$54.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
442+ 0.87% |
$40.7K - $43.9K
|
51.5K
$6.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
441+ 1.2% |
$40.6K - $43.8K
|
37.2K
$4.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
428+ 1.06% |
$39.4K - $42.5K
|
40.6K
$4.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
424+ 11.44% |
$39K - $42.1K
|
4.13K
$501K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
397+ 3.81% |
$36.5K - $39.5K
|
10.8K
$1.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
396+ 16.11% |
$36.4K - $39.4K
|
2.85K
$346K
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
382+ 2.13% |
$35.2K - $38K
|
18.4K
$2.22M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
372+ 6.34% |
$34.2K - $37K
|
6.24K
$756K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
353+ 17.22% |
$32.5K - $35.1K
|
2.4K
$291K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
312+ 4.1% |
$28.7K - $31K
|
7.93K
$961K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
311+ 2221.43% |
$28.6K - $30.9K
|
325
$39.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
311+ 9.02% |
$28.6K - $30.9K
|
3.76K
$456K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
293+ 7.7% |
$27K - $29.1K
|
4.1K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
265+ 0.06% |
$24.4K - $26.3K
|
430K
$52.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
261+ 11.26% |
$24K - $25.9K
|
2.58K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
259+ 2.23% |
$23.8K - $25.7K
|
11.9K
$1.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
237+ 5.91% |
$21.8K - $23.6K
|
4.25K
$514K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
236+ 39.86% |
$21.7K - $23.5K
|
828
$100K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
226New |
$20.8K - $22.5K
|
226
$27.4K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
223+ 0.58% |
$20.5K - $22.2K
|
38.6K
$4.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
205+ 2.54% |
$18.9K - $20.4K
|
8.26K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
177+ 5.17% |
$16.3K - $17.6K
|
3.6K
$436K
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
177New |
$16.3K - $17.6K
|
177
$21.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
162+ 0.44% |
$14.9K - $16.1K
|
37.1K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
157+ 38.77% |
$14.4K - $15.6K
|
562
$68.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
156+ 6.83% |
$14.4K - $15.5K
|
2.44K
$296K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
156+ 4.57% |
$14.4K - $15.5K
|
3.57K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
145+ 0.01% |
$13.3K - $14.4K
|
1.11M
$134M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
137+ 0.41% |
$12.6K - $13.6K
|
33.9K
$4.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
123+ 0.59% |
$11.3K - $12.2K
|
21.1K
$2.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
118+ 12.47% |
$10.9K - $11.7K
|
1.06K
$129K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
85New |
$7.82K - $8.45K
|
85
$10.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
77+ 0.63% |
$7.09K - $7.65K
|
12.3K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
70+ 2.77% |
$6.44K - $6.96K
|
2.59K
$314K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
66+ 0.45% |
$6.07K - $6.56K
|
14.8K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
BUY
|
- |
62+ 0.87% |
$5.71K - $6.16K
|
7.21K
$874K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
58+ 527.27% |
$5.34K - $5.76K
|
69
$8.36K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
55+ 1.03% |
$5.06K - $5.47K
|
5.37K
$651K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 0.71% |
$4.97K - $5.37K
|
7.7K
$933K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 0.29% |
$4.6K - $4.97K
|
17.6K
$2.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46New |
$4.23K - $4.57K
|
46
$5.57K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
43+ 0.86% |
$3.96K - $4.27K
|
5.04K
$610K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
42+ 0.06% |
$3.86K - $4.17K
|
65K
$7.88M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
40+ 0.68% |
$3.68K - $3.98K
|
5.89K
$714K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35+ 0.72% |
$3.22K - $3.48K
|
4.89K
$592K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
33+ 0.7% |
$3.04K - $3.28K
|
4.78K
$579K
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
BUY
|
- |
27+ 0.59% |
$2.48K - $2.68K
|
4.63K
$561K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
25+ 2.14% |
$2.3K - $2.48K
|
1.2K
$145K
|