Purchases and Sales Made in Q1 2024 in Ishares Msci Acwi Ex Us ETF (ACWX)
This table provides information about the institutional ownership of Ishares Msci Acwi Ex Us ETF (ACWX) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI EX US ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-600- 2.66% |
$29.4K - $32.1K
|
22K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-619- 6.57% |
$30.3K - $33.1K
|
8.8K
$461K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-654- 7.53% |
$32K - $34.9K
|
8.03K
$420K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-679- 19.54% |
$33.2K - $36.3K
|
2.8K
$146K
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-700- 8.25% |
$34.3K - $37.4K
|
7.78K
$407K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-702- 1.62% |
$34.4K - $37.5K
|
42.6K
$2.23M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-770- 22.84% |
$37.7K - $41.1K
|
2.6K
$136K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-800- 1.05% |
$39.2K - $42.7K
|
75.6K
$3.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-854- 2.28% |
$41.8K - $45.6K
|
36.5K
$1.91M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-905- 14.7% |
$44.3K - $48.3K
|
5.25K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-910- 6.62% |
$44.6K - $48.6K
|
12.8K
$671K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-987- 0.49% |
$48.3K - $52.7K
|
200K
$10.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-1.04K- 3.37% |
$50.8K - $55.4K
|
29.7K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 2.44% |
$51.9K - $56.6K
|
42.4K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.1K- 11.56% |
$53.8K - $58.7K
|
8.4K
$440K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.11K- 1.3% |
$54.3K - $59.2K
|
84.5K
$4.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.12K- 23.55% |
$54.9K - $59.9K
|
3.64K
$191K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.13K- 1.49% |
$55.1K - $60.1K
|
74.6K
$3.91M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.2K- 2.83% |
$58.6K - $63.9K
|
41.1K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.2K- 23.52% |
$58.9K - $64.3K
|
3.92K
$205K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.51K- 11.39% |
$73.7K - $80.4K
|
11.7K
$613K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.51K- 7.75% |
$74K - $80.8K
|
18K
$941K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.54K- 0.49% |
$75.2K - $82.1K
|
310K
$16.2M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.54K- 0.49% |
$75.2K - $82.1K
|
310K
$16.2M
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.57K- 2.27% |
$77.1K - $84.1K
|
67.7K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-1.59K- 1.75% |
$77.8K - $84.9K
|
89.2K
$4.67M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.64K- 6.37% |
$80.2K - $87.5K
|
24.1K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.73K- 2.38% |
$84.9K - $92.6K
|
71.1K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.73K- 27.58% |
$84.9K - $92.6K
|
4.55K
$238K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.99K- 2.11% |
$97.6K - $107K
|
92.7K
$4.85M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-2.07K- 11.72% |
$101K - $111K
|
15.6K
$817K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.1K- 12.1% |
$103K - $112K
|
15.2K
$798K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.14K- 4.02% |
$105K - $114K
|
51K
$2.67M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-2.24K- 4.15% |
$110K - $120K
|
51.7K
$2.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 15.79% |
$110K - $120K
|
12K
$628K
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.26K- 1.77% |
$111K - $121K
|
125K
$6.56M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.27K- 7.3% |
$111K - $121K
|
28.8K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.3K- 4.21% |
$113K - $123K
|
52.3K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.45K- 4.79% |
$120K - $131K
|
48.6K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.64K- 27.27% |
$129K - $141K
|
7.05K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.89K- 8.01% |
$141K - $154K
|
33.2K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.94K- 7.16% |
$144K - $157K
|
38.2K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.14K- 0.79% |
$154K - $168K
|
393K
$20.6M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.86K- 45.08% |
$189K - $206K
|
4.7K
$246K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-4.1K- 12.57% |
$201K - $219K
|
28.5K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Granger Management LLC
|
SELL
|
- |
-4.3K- 18.27% |
$211K - $230K
|
19.2K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.37K- 62.7% |
$214K - $233K
|
2.6K
$136K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-4.38K- 3.74% |
$214K - $234K
|
113K
$5.89M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.53K- 1.77% |
$222K - $242K
|
251K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.64K- 25.27% |
$227K - $248K
|
13.7K
$719K
|