Purchases and Sales Made in Q3 2024 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
716+ 1.85% |
$76.8K - $85.8K
|
39.5K
$4.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
701+ 0.81% |
$75.2K - $84K
|
86.9K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
697+ 2.6% |
$74.7K - $83.5K
|
27.5K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
669+ 8.05% |
$71.7K - $80.2K
|
8.98K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
636+ 5.17% |
$68.2K - $76.2K
|
12.9K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
622+ 12.17% |
$66.7K - $74.5K
|
5.74K
$700K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
611+ 5.13% |
$65.5K - $73.2K
|
12.5K
$1.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
562New |
$60.3K - $67.4K
|
562
$68.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
556+ 0.62% |
$59.6K - $66.6K
|
89.8K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
542+ 0.48% |
$58.1K - $65K
|
114K
$13.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
485+ 4.18% |
$52K - $58.1K
|
12.1K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
469+ 8.63% |
$50.3K - $56.2K
|
5.9K
$721K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
449+ 14.03% |
$48.2K - $53.8K
|
3.65K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
445+ 0.99% |
$47.7K - $53.3K
|
45.4K
$5.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
436+ 1.57% |
$46.8K - $52.3K
|
28.2K
$3.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
430+ 13.75% |
$46.1K - $51.5K
|
3.56K
$434K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
425+ 0.15% |
$45.6K - $50.9K
|
275K
$33.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
419+ 1.04% |
$44.9K - $50.2K
|
40.6K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
414+ 0.21% |
$44.4K - $49.6K
|
202K
$24.6M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
392+ 3.87% |
$42K - $47K
|
10.5K
$1.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
387+ 54.2% |
$41.5K - $46.4K
|
1.1K
$134K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
376+ 2.49% |
$40.3K - $45.1K
|
15.4K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
374+ 38.01% |
$40.1K - $44.8K
|
1.36K
$166K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
355+ 81.42% |
$38.1K - $42.5K
|
791
$96.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
352+ 0.97% |
$37.7K - $42.2K
|
36.5K
$4.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
345+ 1.75% |
$37K - $41.3K
|
20.1K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
333+ 1.68% |
$35.7K - $39.9K
|
20.1K
$2.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
322+ 15.89% |
$34.5K - $38.6K
|
2.35K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
310+ 1.87% |
$33.2K - $37.2K
|
16.9K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
306+ 11.72% |
$32.8K - $36.7K
|
2.92K
$356K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
292+ 14.16% |
$31.3K - $35K
|
2.35K
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
287New |
$30.8K - $34.4K
|
287
$35K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
265+ 2.63% |
$28.4K - $31.8K
|
10.3K
$1.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
260+ 27.93% |
$27.9K - $31.2K
|
1.19K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
260New |
$27.9K - $31.2K
|
260
$31.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
257New |
$27.6K - $30.8K
|
257
$31.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
251+ 0.43% |
$26.9K - $30.1K
|
58.5K
$7.14M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
251+ 5.8% |
$26.9K - $30.1K
|
4.58K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
236+ 2.63% |
$25.3K - $28.3K
|
9.23K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
220+ 8.48% |
$23.6K - $26.4K
|
2.81K
$343K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
203+ 1.37% |
$21.8K - $24.3K
|
15K
$1.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
196+ 5.99% |
$21K - $23.5K
|
3.47K
$423K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
195+ 1.52% |
$20.9K - $23.4K
|
13K
$1.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
194+ 2.19% |
$20.8K - $23.2K
|
9.04K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
182+ 11.22% |
$19.5K - $21.8K
|
1.8K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
180New |
$19.3K - $21.6K
|
180
$22K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
180+ 0.96% |
$19.3K - $21.6K
|
18.9K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
174+ 4.2% |
$18.7K - $20.9K
|
4.31K
$527K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
161+ 3.23% |
$17.3K - $19.3K
|
5.14K
$627K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
159+ 4.04% |
$17.1K - $19.1K
|
4.09K
$500K
|