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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.78K+ 0.28% |
$80.2K - $91K
|
632K
$34.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.68K+ 3.08% |
$75.4K - $85.6K
|
56.1K
$3.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.63K+ 0.23% |
$73.1K - $83K
|
719K
$39.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.57K+ 16.24% |
$70.8K - $80.3K
|
11.3K
$615K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.53K+ 6.48% |
$68.8K - $78K
|
25.1K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.45K+ 14.19% |
$65.2K - $74K
|
11.7K
$636K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.39K+ 3.01% |
$62.6K - $71K
|
47.6K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.39K+ 6.93% |
$62.5K - $70.9K
|
21.4K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.38K+ 1.58% |
$62K - $70.3K
|
88.5K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.36KNew |
$61.2K - $69.5K
|
1.36K
$74.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.15K+ 8.68% |
$51.7K - $58.7K
|
14.4K
$786K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.09KNew |
$49K - $55.6K
|
1.09K
$59.4K
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.07K+ 185.91% |
$48.1K - $54.6K
|
1.64K
$89.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1KNew |
$45K - $51.1K
|
1K
$54.6K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
900+ 1.38% |
$40.5K - $45.9K
|
66.2K
$3.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
835+ 12.15% |
$37.6K - $42.6K
|
7.71K
$420K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
775+ 10.06% |
$34.9K - $39.6K
|
8.48K
$463K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
698+ 0.95% |
$31.4K - $35.6K
|
74.2K
$4.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
697+ 1.42% |
$31.4K - $35.6K
|
49.9K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
596+ 12.78% |
$26.8K - $30.4K
|
5.26K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
550+ 1.49% |
$24.7K - $28.1K
|
37.5K
$2.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
535+ 12.44% |
$24.1K - $27.3K
|
4.83K
$264K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
504+ 416.53% |
$22.7K - $25.7K
|
625
$34.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
BUY
|
- |
503+ 3.39% |
$22.6K - $25.7K
|
15.4K
$838K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
468+ 6.36% |
$21.1K - $23.9K
|
7.83K
$427K
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
418+ 1.83% |
$18.8K - $21.3K
|
23.3K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
406New |
$18.3K - $20.7K
|
406
$22.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
390+ 2.04% |
$17.5K - $19.9K
|
19.5K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
361+ 8.16% |
$16.2K - $18.4K
|
4.78K
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
261+ 0.7% |
$11.7K - $13.3K
|
37.4K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
250+ 2.42% |
$11.2K - $12.8K
|
10.6K
$576K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
211+ 1.39% |
$9.49K - $10.8K
|
15.3K
$837K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
194+ 0.44% |
$8.73K - $9.9K
|
44.5K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
182+ 4.26% |
$8.19K - $9.29K
|
4.46K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
153+ 1.39% |
$6.88K - $7.81K
|
11.1K
$608K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
128+ 0.57% |
$5.76K - $6.53K
|
22.5K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
125+ 0.65% |
$5.62K - $6.38K
|
19.3K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
118New |
$5.31K - $6.02K
|
118
$6.44K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
112+ 1.42% |
$5.04K - $5.72K
|
8K
$436K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
108+ 1.24% |
$4.86K - $5.51K
|
8.82K
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
102+ 1.42% |
$4.59K - $5.21K
|
7.31K
$399K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
100+ 1.42% |
$4.5K - $5.1K
|
7.12K
$388K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
88+ 0.15% |
$3.96K - $4.49K
|
57K
$3.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
87+ 0.64% |
$3.91K - $4.44K
|
13.7K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
82+ 0.53% |
$3.69K - $4.19K
|
15.6K
$852K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
81+ 1.38% |
$3.64K - $4.13K
|
5.96K
$325K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
81+ 1.86% |
$3.64K - $4.13K
|
4.44K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
70+ 140.0% |
$3.15K - $3.57K
|
120
$6.55K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
65+ 1.3% |
$2.92K - $3.32K
|
5.05K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
60+ 1.12% |
$2.7K - $3.06K
|
5.43K
$296K
|