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 17, 2023
Q3 2023
|
Atwater Malick LLC
|
SELL
|
- |
-155- 0.39% |
$14.3K - $15.4K
|
39.8K
$4.86M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-155- 1.73% |
$14.3K - $15.4K
|
8.8K
$1.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-159- 0.33% |
$14.6K - $15.8K
|
47.6K
$5.81M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-162- 0.71% |
$14.9K - $16.1K
|
22.8K
$2.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-167- 3.55% |
$15.4K - $16.6K
|
4.53K
$553K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-173- 3.23% |
$15.9K - $17.2K
|
5.19K
$633K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-179- 0.2% |
$16.5K - $17.8K
|
89.8K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-180- 0.4% |
$16.6K - $17.9K
|
44.6K
$5.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-180- 0.29% |
$16.6K - $17.9K
|
61K
$7.45M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-181- 0.5% |
$16.7K - $18K
|
36.2K
$4.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-186- 4.08% |
$17.1K - $18.5K
|
4.37K
$533K
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-189- 1.78% |
$17.4K - $18.8K
|
10.4K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-190- 0.26% |
$17.5K - $18.9K
|
73.4K
$8.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-196- 18.06% |
$18K - $19.5K
|
889
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-197- 0.29% |
$18.1K - $19.6K
|
68.4K
$8.35M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-205- 0.82% |
$18.9K - $20.4K
|
24.9K
$3.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-206- 0.57% |
$19K - $20.5K
|
35.9K
$4.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-222- 0.7% |
$20.4K - $22.1K
|
31.4K
$3.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-222- 6.46% |
$20.4K - $22.1K
|
3.22K
$393K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-225- 3.01% |
$20.7K - $22.4K
|
7.26K
$886K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-229- 0.46% |
$21.1K - $22.8K
|
49.5K
$6.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-232- 43.94% |
$21.3K - $23.1K
|
296
$36.1K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-232- 1.18% |
$21.3K - $23.1K
|
19.5K
$2.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-244- 5.66% |
$22.5K - $24.3K
|
4.07K
$496K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-244- 0.29% |
$22.5K - $24.3K
|
83.8K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-250- 7.47% |
$23K - $24.8K
|
3.1K
$378K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-263- 5.05% |
$24.2K - $26.1K
|
4.94K
$603K
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-271- 1.37% |
$24.9K - $26.9K
|
19.5K
$2.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-277- 8.27% |
$25.5K - $27.5K
|
3.07K
$375K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-281- 1.32% |
$25.9K - $27.9K
|
21K
$2.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-291- 0.82% |
$26.8K - $28.9K
|
35.2K
$4.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
SELL
|
- |
-291- 99.66% |
$26.8K - $28.9K
|
1
$122
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-300- 1.53% |
$27.6K - $29.8K
|
19.3K
$2.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-308- 1.15% |
$28.3K - $30.6K
|
26.4K
$3.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-325- 5.38% |
$29.9K - $32.3K
|
5.72K
$698K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-325- 3.59% |
$29.9K - $32.3K
|
8.72K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-360- 11.15% |
$33.1K - $35.8K
|
2.87K
$350K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-373- 2.89% |
$34.3K - $37.1K
|
12.6K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-399- 5.1% |
$36.7K - $39.7K
|
7.42K
$906K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-436- 7.41% |
$40.1K - $43.3K
|
5.45K
$665K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-447- 0.25% |
$41.1K - $44.4K
|
179K
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-449- 0.22% |
$41.3K - $44.6K
|
206K
$25.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-455- 0.59% |
$41.9K - $45.2K
|
77.1K
$9.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-455- 0.95% |
$41.9K - $45.2K
|
47.6K
$5.81M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-458- 3.39% |
$42.1K - $45.5K
|
13.1K
$1.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 5.35% |
$46K - $49.7K
|
8.85K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-506- 0.69% |
$46.6K - $50.3K
|
72.7K
$8.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-510- 3.17% |
$46.9K - $50.7K
|
15.6K
$1.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-516- 3.13% |
$47.5K - $51.3K
|
16K
$1.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-531- 12.94% |
$48.9K - $52.8K
|
3.57K
$436K
|