Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
18.6KNew |
$953K - $1.03M
|
18.6K
$983K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 4.9% |
$953K - $1.03M
|
399K
$21M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
18.1K+ 1126.48% |
$925K - $996K
|
19.7K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
17.1K+ 2.34% |
$874K - $941K
|
745K
$39.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16.1K+ 3.67% |
$825K - $889K
|
456K
$24M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15.7KNew |
$805K - $868K
|
15.7K
$830K
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
15.6K+ 36.55% |
$797K - $858K
|
58.2K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.8KNew |
$758K - $816K
|
14.8K
$781K
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
13.5K+ 42.86% |
$692K - $746K
|
45.1K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.2K+ 15.62% |
$677K - $730K
|
98K
$5.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.4KNew |
$635K - $684K
|
12.4K
$654K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.8KNew |
$601K - $648K
|
11.8K
$620K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
11.2K+ 15.17% |
$572K - $616K
|
84.9K
$4.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.8KNew |
$550K - $592K
|
10.8K
$567K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.8K+ 22.1% |
$502K - $540K
|
54.2K
$2.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
9.75KNew |
$499K - $537K
|
9.75K
$514K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.74KNew |
$498K - $537K
|
9.74K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.51KNew |
$487K - $524K
|
9.51K
$502K
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
9.42K+ 59.13% |
$482K - $519K
|
25.4K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.27KNew |
$474K - $511K
|
9.27K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.22K+ 11.07% |
$472K - $508K
|
92.5K
$4.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
8.06KNew |
$413K - $444K
|
8.06K
$425K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.9KNew |
$404K - $435K
|
7.9K
$416K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.55KNew |
$386K - $416K
|
7.55K
$398K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
7.39K+ 0.92% |
$378K - $407K
|
810K
$42.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
7.2KNew |
$368K - $397K
|
7.2K
$380K
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.04KNew |
$360K - $388K
|
7.04K
$371K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.93KNew |
$354K - $382K
|
6.93K
$365K
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
6.78KNew |
$347K - $373K
|
6.78K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.31K+ 15.51% |
$323K - $348K
|
47K
$2.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
6.22K+ 18.75% |
$318K - $343K
|
39.4K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.08KNew |
$311K - $335K
|
6.08K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
6K+ 13.92% |
$307K - $331K
|
49.1K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.85K+ 13.76% |
$299K - $323K
|
48.4K
$2.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.74K+ 4.44% |
$293K - $316K
|
135K
$7.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
5.45K+ 50.17% |
$279K - $300K
|
16.3K
$860K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.17K+ 1.92% |
$265K - $285K
|
274K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.13K+ 37.32% |
$262K - $282K
|
18.9K
$994K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.96KNew |
$254K - $273K
|
4.96K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.68KNew |
$240K - $258K
|
4.68K
$247K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.45KNew |
$228K - $245K
|
4.45K
$235K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.09KNew |
$209K - $225K
|
4.09K
$215K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.98K+ 0.76% |
$204K - $219K
|
525K
$27.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.93K+ 52.27% |
$201K - $217K
|
11.5K
$604K
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.92K+ 2.72% |
$201K - $216K
|
148K
$7.8M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
3.83K+ 12.43% |
$196K - $211K
|
34.7K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.82KNew |
$195K - $210K
|
3.82K
$201K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
3.65K+ 108.96% |
$187K - $201K
|
7K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.64K+ 140.2% |
$186K - $201K
|
6.24K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62K+ 2.81% |
$185K - $199K
|
132K
$6.99M
|