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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
49+ 0.11% |
$4.34K - $5.01K
|
45.7K
$5.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
41+ 0.51% |
$3.63K - $4.19K
|
8.03K
$991K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38New |
$3.37K - $3.88K
|
38
$4.69K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
35+ 1.74% |
$3.1K - $3.58K
|
2.05K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
35+ 0.59% |
$3.1K - $3.58K
|
5.94K
$733K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
34+ 0.91% |
$3.01K - $3.47K
|
3.79K
$468K
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
33+ 1.39% |
$2.92K - $3.37K
|
2.4K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
32+ 1.05% |
$2.83K - $3.27K
|
3.09K
$382K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
31+ 0.05% |
$2.75K - $3.17K
|
61K
$7.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
28+ 0.44% |
$2.48K - $2.86K
|
6.46K
$797K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23+ 0.55% |
$2.04K - $2.35K
|
4.2K
$518K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
20+ 0.6% |
$1.77K - $2.04K
|
3.38K
$417K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.44% |
$1.77K - $2.04K
|
4.55K
$562K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
19New |
$1.68K - $1.94K
|
19
$2.35K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
17New |
$1.51K - $1.74K
|
17
$2.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
14+ 0.04% |
$1.24K - $1.43K
|
32.6K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14+ 0.17% |
$1.24K - $1.43K
|
8.36K
$1.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13+ 0.57% |
$1.15K - $1.33K
|
2.31K
$285K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.59% |
$1.15K - $1.33K
|
2.22K
$274K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.97% |
$1.06K - $1.23K
|
1.25K
$155K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.77% |
$974 - $1.12K
|
1.43K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10+ 0.0% |
$886 - $1.02K
|
202K
$24.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.15% |
$709 - $817
|
5.45K
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.69% |
$709 - $817
|
1.16K
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7+ 24.14% |
$620 - $715
|
36
$4.44K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.85% |
$620 - $715
|
835
$103K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6+ 2.43% |
$532 - $613
|
253
$31.2K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
6+ 1.04% |
$532 - $613
|
581
$71.7K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 1.15% |
$443 - $511
|
439
$54.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$354 - $409
|
4
$494
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.14% |
$354 - $409
|
2.85K
$352K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 3.39% |
$354 - $409
|
122
$15.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.86% |
$266 - $306
|
353
$43.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$177 - $204
|
21K
$2.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2+ 2.63% |
$177 - $204
|
78
$9.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2New |
$177 - $204
|
2
$247
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
2+ 0.0% |
$177 - $204
|
87.8K
$10.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.14% |
$177 - $204
|
177
$21.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$88.6 - $102
|
4.64K
$573K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1+ 0.02% |
$88.6 - $102
|
4.37K
$539K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.4% |
$88.6 - $102
|
250
$30.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.44% |
$88.6 - $102
|
227
$28K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1+ 0.56% |
$88.6 - $102
|
178
$22K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$88.6 - $102
|
65K
$8.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 4.35% |
$88.6 - $102
|
24
$2.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1- 0.01% |
$88.6 - $102
|
6.89K
$851K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1- 0.02% |
$88.6 - $102
|
4.2K
$519K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-2- 0.08% |
$177 - $204
|
2.55K
$314K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-3- 1.01% |
$266 - $306
|
293
$36.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-4- 2.86% |
$354 - $409
|
136
$16.8K
|