Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
28.5KNew |
$1.28M - $1.45M
|
28.5K
$1.55M
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
28.3KNew |
$1.27M - $1.45M
|
28.3K
$1.55M
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
27.1KNew |
$1.22M - $1.38M
|
27.1K
$1.48M
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
25.7K+ 3.27% |
$1.16M - $1.31M
|
813K
$44.4M
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
23.7K+ 387.65% |
$1.06M - $1.21M
|
29.8K
$1.62M
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
22.8K+ 567.96% |
$1.02M - $1.16M
|
26.8K
$1.46M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.5K+ 66.46% |
$966K - $1.1M
|
53.8K
$2.93M
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
20.5KNew |
$922K - $1.05M
|
20.5K
$1.12M
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20KNew |
$899K - $1.02M
|
20K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19.4K+ 5965.95% |
$875K - $993K
|
19.8K
$1.08M
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
19.2KNew |
$864K - $980K
|
19.2K
$1.05M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.1K+ 2.84% |
$861K - $977K
|
693K
$37.8M
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
17.3KNew |
$780K - $885K
|
17.3K
$946K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.9K+ 31.22% |
$762K - $864K
|
71.2K
$3.88M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.6K+ 9.63% |
$748K - $849K
|
189K
$10.3M
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
16.2K+ 2.35% |
$731K - $829K
|
709K
$38.7M
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
16KNew |
$720K - $817K
|
16K
$873K
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
15.4K+ 2.83% |
$693K - $786K
|
560K
$30.5M
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
14.3K+ 12.9% |
$642K - $728K
|
125K
$6.81M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.5KNew |
$563K - $639K
|
12.5K
$683K
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
12.2K+ 2.38% |
$548K - $622K
|
525K
$28.6M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$526K - $596K
|
11.7K
$637K
|
|
Jan 29, 2025
Q4 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
11.5KNew |
$515K - $585K
|
11.5K
$625K
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
11.2KNew |
$503K - $571K
|
11.2K
$610K
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
10.9KNew |
$490K - $556K
|
10.9K
$595K
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
10.4KNew |
$466K - $529K
|
10.4K
$565K
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
10.3K+ 67.87% |
$464K - $527K
|
25.5K
$1.39M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.2K+ 16.51% |
$460K - $522K
|
72.2K
$3.94M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.95K+ 15.35% |
$447K - $508K
|
74.7K
$4.08M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.97KNew |
$404K - $458K
|
8.97K
$489K
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
8.93KNew |
$402K - $456K
|
8.93K
$487K
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
8.87KNew |
$399K - $453K
|
8.87K
$484K
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8.77K+ 200.55% |
$394K - $448K
|
13.1K
$717K
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
8.49K+ 38.01% |
$382K - $433K
|
30.8K
$1.68M
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.43K+ 7.84% |
$379K - $430K
|
116K
$6.33M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.39K+ 130.77% |
$377K - $428K
|
14.8K
$808K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.29K+ 15.35% |
$373K - $423K
|
62.3K
$3.4M
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8.24K+ 68.5% |
$370K - $420K
|
20.3K
$1.11M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.19K+ 67.08% |
$368K - $418K
|
20.4K
$1.11M
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
8.01K+ 347.44% |
$360K - $409K
|
10.3K
$562K
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.88K+ 40.81% |
$354K - $402K
|
27.2K
$1.48M
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7.83KNew |
$352K - $399K
|
7.83K
$427K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.74K+ 16.24% |
$348K - $395K
|
55.4K
$3.02M
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.72KNew |
$347K - $394K
|
7.72K
$421K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7.51KNew |
$338K - $383K
|
7.51K
$410K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.7K+ 2577.69% |
$301K - $342K
|
6.96K
$380K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.7KNew |
$301K - $342K
|
6.7K
$365K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.62K+ 2.57% |
$298K - $338K
|
264K
$14.4M
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.56K+ 1.17% |
$295K - $335K
|
567K
$30.9M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
6.55KNew |
$294K - $334K
|
6.55K
$357K
|