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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-7- 0.06% |
$620 - $715
|
10.9K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8- 0.04% |
$709 - $817
|
22.8K
$2.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10- 0.01% |
$886 - $1.02K
|
73.3K
$8.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-13- 0.2% |
$1.15K - $1.33K
|
6.58K
$804K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-13- 0.35% |
$1.15K - $1.33K
|
3.75K
$457K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-18- 0.15% |
$1.59K - $1.84K
|
11.7K
$1.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-26- 10.44% |
$2.3K - $2.66K
|
223
$27.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-30- 0.34% |
$2.66K - $3.06K
|
8.82K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-31- 1.09% |
$2.75K - $3.17K
|
2.81K
$343K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-34- 0.35% |
$3.01K - $3.47K
|
9.79K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-35- 2.32% |
$3.1K - $3.58K
|
1.47K
$180K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-41- 5.33% |
$3.63K - $4.19K
|
728
$88.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-41- 0.86% |
$3.63K - $4.19K
|
4.7K
$574K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43- 6.89% |
$3.81K - $4.39K
|
581
$70.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-55- 2.02% |
$4.87K - $5.62K
|
2.67K
$326K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-59- 0.12% |
$5.23K - $6.03K
|
47.5K
$5.8M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-60- 4.43% |
$5.32K - $6.13K
|
1.3K
$158K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-60- 2.12% |
$5.32K - $6.13K
|
2.77K
$338K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-63- 0.39% |
$5.58K - $6.44K
|
16.1K
$1.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-65- 2.14% |
$5.76K - $6.64K
|
2.97K
$363K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-66- 0.92% |
$5.85K - $6.74K
|
7.12K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-72- 3.18% |
$6.38K - $7.35K
|
2.19K
$267K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-73- 1.13% |
$6.47K - $7.46K
|
6.37K
$777K
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-76- 1.45% |
$6.73K - $7.76K
|
5.17K
$631K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-84- 0.27% |
$7.44K - $8.58K
|
31.3K
$3.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-86- 1.04% |
$7.62K - $8.78K
|
8.18K
$998K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-95- 0.17% |
$8.42K - $9.7K
|
57K
$6.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-102- 0.55% |
$9.04K - $10.4K
|
18.6K
$2.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-110- 17.68% |
$9.74K - $11.2K
|
512
$62.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-125- 2.26% |
$11.1K - $12.8K
|
5.42K
$661K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-126- 0.46% |
$11.2K - $12.9K
|
27K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-130- 0.67% |
$11.5K - $13.3K
|
19.2K
$2.34M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-131- 5.04% |
$11.6K - $13.4K
|
2.47K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-135- 4.72% |
$12K - $13.8K
|
2.73K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-135- 15.48% |
$12K - $13.8K
|
737
$90K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-137- 0.36% |
$12.1K - $14K
|
38.4K
$4.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-146- 0.97% |
$12.9K - $14.9K
|
14.8K
$1.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-148- 84.57% |
$13.1K - $15.1K
|
27
$3.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-149- 3.64% |
$13.2K - $15.2K
|
3.95K
$482K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-150- 1.35% |
$13.3K - $15.3K
|
11K
$1.34M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-169- 3.73% |
$15K - $17.3K
|
4.36K
$532K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-170- 0.05% |
$15.1K - $17.4K
|
313K
$38.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-173- 3.62% |
$15.3K - $17.7K
|
4.61K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-177- 4.31% |
$15.7K - $18.1K
|
3.93K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-180- 0.53% |
$15.9K - $18.4K
|
33.7K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-180- 4.75% |
$15.9K - $18.4K
|
3.61K
$441K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-210- 7.61% |
$18.6K - $21.5K
|
2.55K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-229- 1.18% |
$20.3K - $23.4K
|
19.2K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-242- 0.35% |
$21.4K - $24.7K
|
68.2K
$8.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-250- 3.95% |
$22.1K - $25.5K
|
6.07K
$741K
|