Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
115+ 0.09% |
$5.5K - $5.77K
|
132K
$7.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
112+ 1.63% |
$5.36K - $5.62K
|
6.99K
$379K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
108+ 1.21% |
$5.16K - $5.42K
|
9.03K
$489K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
94+ 2.04% |
$4.5K - $4.72K
|
4.71K
$255K
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
BUY
|
- |
94+ 1.98% |
$4.5K - $4.72K
|
4.83K
$262K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
71+ 1.6% |
$3.4K - $3.56K
|
4.5K
$244K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
69+ 1.63% |
$3.3K - $3.46K
|
4.3K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
62+ 0.08% |
$2.96K - $3.11K
|
75.5K
$4.09M
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
59+ 0.47% |
$2.82K - $2.96K
|
12.6K
$684K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
57+ 0.55% |
$2.73K - $2.86K
|
10.5K
$569K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
43+ 0.3% |
$2.06K - $2.16K
|
14.5K
$784K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.15% |
$1.39K - $1.46K
|
19.4K
$1.05M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
28+ 0.16% |
$1.34K - $1.41K
|
18K
$977K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20+ 1.57% |
$956 - $1K
|
1.3K
$70.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20+ 0.26% |
$956 - $1K
|
7.74K
$419K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
20+ 0.04% |
$956 - $1K
|
52.3K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13+ 0.12% |
$622 - $653
|
10.6K
$577K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12+ 0.06% |
$574 - $602
|
21.3K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12+ 0.01% |
$574 - $602
|
102K
$5.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
12+ 0.76% |
$574 - $602
|
1.59K
$85.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 1.65% |
$526 - $552
|
679
$36.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
11+ 0.19% |
$526 - $552
|
5.66K
$306K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$430 - $452
|
9
$488
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8+ 0.02% |
$383 - $402
|
50.3K
$2.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 1.74% |
$335 - $351
|
409
$22.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.8% |
$143 - $151
|
378
$20.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.04% |
$95.6 - $100
|
4.68K
$254K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
2+ 1.24% |
$95.6 - $100
|
163
$8.83K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 1.12% |
$47.8 - $50.2
|
90
$4.88K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.61% |
$47.8 - $50.2
|
63
$3.41K
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$47.8 - $50.2
|
4.81K
$260K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-3- 1.56% |
$143 - $151
|
189
$10.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-6- 4.88% |
$287 - $301
|
117
$6.34K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-18- 35.29% |
$861 - $904
|
33
$1.79K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-22- 50.0% |
$1.05K - $1.1K
|
22
$1.19K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-24- 1.39% |
$1.15K - $1.2K
|
1.7K
$92K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-27- 0.18% |
$1.29K - $1.36K
|
15K
$811K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-29- 0.46% |
$1.39K - $1.46K
|
6.23K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-34- 0.42% |
$1.63K - $1.71K
|
7.99K
$433K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-46- 0.97% |
$2.2K - $2.31K
|
4.71K
$255K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-53- 0.13% |
$2.53K - $2.66K
|
40.3K
$2.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-57- 0.14% |
$2.73K - $2.86K
|
41.4K
$2.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-58- 1.29% |
$2.77K - $2.91K
|
4.45K
$241K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-75- 1.38% |
$3.59K - $3.77K
|
5.37K
$291K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-87- 1.28% |
$4.16K - $4.37K
|
6.72K
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-95- 1.28% |
$4.54K - $4.77K
|
7.33K
$397K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-98- 25.93% |
$4.69K - $4.92K
|
280
$15.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-129- 2.15% |
$6.17K - $6.48K
|
5.88K
$319K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-140- 0.04% |
$6.69K - $7.03K
|
394K
$21.3M
|