Purchases and Sales Made in Q4 2023 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.15K- 21.36% |
$102K - $117K
|
4.22K
$515K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.23K- 3.89% |
$109K - $126K
|
30.4K
$3.72M
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.25K- 14.41% |
$111K - $128K
|
7.42K
$906K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.34K- 20.82% |
$119K - $137K
|
5.1K
$623K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.35K- 6.36% |
$119K - $137K
|
19.8K
$2.42M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.35K- 2.82% |
$120K - $138K
|
46.6K
$5.68M
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.37K- 15.18% |
$121K - $139K
|
7.63K
$931K
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.4K- 1.64% |
$124K - $143K
|
83.8K
$10.2M
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.45K- 28.74% |
$128K - $148K
|
3.59K
$438K
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.5K- 30.92% |
$133K - $154K
|
3.36K
$410K
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.57K- 22.42% |
$139K - $160K
|
5.43K
$663K
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.59K- 10.89% |
$141K - $163K
|
13K
$1.59M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.6K- 9.53% |
$142K - $164K
|
15.2K
$1.86M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.72K- 11.21% |
$153K - $176K
|
13.7K
$1.67M
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.01K- 12.86% |
$178K - $205K
|
13.6K
$1.66M
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-2.05K- 8.11% |
$182K - $210K
|
23.3K
$2.84M
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.07K- 21.86% |
$184K - $212K
|
7.41K
$904K
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-2.1K- 12.03% |
$186K - $215K
|
15.4K
$1.88M
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-2.14K- 11.73% |
$190K - $219K
|
16.1K
$1.97M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.39K- 13.69% |
$211K - $244K
|
15.1K
$1.84M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.41K- 4.47% |
$213K - $246K
|
51.4K
$6.28M
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-2.41K- 18.49% |
$214K - $246K
|
10.6K
$1.3M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.48K- 31.19% |
$220K - $254K
|
5.48K
$669K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.51K- 23.21% |
$222K - $256K
|
8.29K
$1.01M
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.61K- 7.51% |
$231K - $266K
|
32.1K
$3.92M
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.82K- 57.09% |
$250K - $288K
|
2.12K
$259K
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.85K- 33.33% |
$252K - $291K
|
5.7K
$695K
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-2.86K- 22.78% |
$253K - $292K
|
9.69K
$1.18M
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.19K- 7.86% |
$283K - $326K
|
37.5K
$4.57M
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.24K- 23.6% |
$287K - $331K
|
10.5K
$1.28M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.34K- 38.53% |
$295K - $341K
|
5.32K
$649K
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.97K- 61.95% |
$352K - $405K
|
2.44K
$297K
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-4.03K- 0.97% |
$357K - $411K
|
413K
$50.4M
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.16K- 7.81% |
$368K - $424K
|
49.1K
$5.99M
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-4.16K- 4.97% |
$369K - $425K
|
79.6K
$9.71M
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.19K- 31.3% |
$371K - $428K
|
9.2K
$1.12M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.2K- 13.27% |
$372K - $429K
|
27.4K
$3.35M
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.27K- 8.44% |
$378K - $436K
|
46.3K
$5.66M
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.72K- 0.29% |
$418K - $483K
|
1.64M
$200M
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-5.18K- 70.45% |
$459K - $529K
|
2.17K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.23K- 1.56% |
$463K - $534K
|
330K
$40.3M
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.35K- 12.06% |
$474K - $547K
|
39K
$4.77M
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-5.37K- 62.59% |
$476K - $549K
|
3.21K
$392K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5.91K- 4.28% |
$524K - $604K
|
132K
$16.1M
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-7.62K- 28.21% |
$675K - $779K
|
19.4K
$2.37M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-7.66K- 2.35% |
$679K - $782K
|
319K
$38.9M
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-8.61K- 39.75% |
$763K - $880K
|
13.1K
$1.59M
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-8.62K- 15.1% |
$763K - $880K
|
48.5K
$5.92M
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-11K- 26.56% |
$976K - $1.13M
|
30.5K
$3.72M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.7K- 7.95% |
$1.04M - $1.19M
|
135K
$16.5M
|