Purchases and Sales Made in Q2 2023 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.85KNew |
$258K - $274K
|
2.85K
$347K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
2.82K+ 36.59% |
$255K - $272K
|
10.5K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.76K+ 0.64% |
$249K - $265K
|
432K
$52.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.71KNew |
$245K - $261K
|
2.71K
$330K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.7KNew |
$245K - $261K
|
2.7K
$330K
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.65K+ 26.52% |
$240K - $256K
|
12.7K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.54K+ 7.8% |
$230K - $245K
|
35.1K
$4.28M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.31KNew |
$209K - $222K
|
2.31K
$281K
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.18KNew |
$198K - $210K
|
2.18K
$266K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.08K+ 1.77% |
$188K - $200K
|
119K
$14.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.99K+ 12.08% |
$180K - $191K
|
18.4K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
1.76K+ 0.55% |
$159K - $169K
|
324K
$39.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.61K+ 25.63% |
$145K - $155K
|
7.87K
$961K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.57K+ 4.39% |
$142K - $151K
|
37.3K
$4.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.48K+ 2.03% |
$134K - $143K
|
74.6K
$9.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.46K+ 8.67% |
$132K - $140K
|
18.3K
$2.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
1.44K+ 25.14% |
$130K - $138K
|
7.15K
$872K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.37K+ 0.99% |
$124K - $132K
|
140K
$17.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.31K+ 21.86% |
$119K - $126K
|
7.3K
$891K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.25K+ 3.36% |
$113K - $120K
|
38.4K
$4.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.23K+ 8.48% |
$112K - $119K
|
15.8K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.17K+ 53.32% |
$106K - $113K
|
3.37K
$412K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
1.12K+ 47.01% |
$102K - $108K
|
3.51K
$429K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 10.62% |
$101K - $107K
|
11.6K
$1.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
1.1K+ 44.35% |
$99.6K - $106K
|
3.58K
$437K
|
|
|
Feb 12, 2024
Q2 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
1.06K+ 5.33% |
$95.6K - $102K
|
20.9K
$2.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
1.06K+ 5.33% |
$95.6K - $102K
|
20.9K
$2.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.05K+ 36.83% |
$95.2K - $101K
|
3.91K
$477K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 20.11% |
$91.6K - $97.5K
|
6.04K
$738K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
1K+ 21.8% |
$90.5K - $96.4K
|
5.59K
$682K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
852+ 2.09% |
$77.1K - $82.1K
|
41.5K
$5.07M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
837+ 1.27% |
$75.7K - $80.7K
|
66.8K
$8.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
778+ 5.04% |
$70.4K - $75K
|
16.2K
$1.98M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
686+ 1.94% |
$62.1K - $66.1K
|
36.1K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
675+ 3.51% |
$61.1K - $65K
|
19.9K
$2.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
672+ 30.26% |
$60.8K - $64.8K
|
2.89K
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
667+ 8.65% |
$60.4K - $64.3K
|
8.38K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
634+ 1.76% |
$57.4K - $61.1K
|
36.7K
$4.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
527+ 2.82% |
$47.7K - $50.8K
|
19.2K
$2.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
521+ 14.82% |
$47.2K - $50.2K
|
4.04K
$493K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
465+ 63.18% |
$42.1K - $44.8K
|
1.2K
$147K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
450+ 0.79% |
$40.7K - $43.4K
|
57.3K
$7M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
445+ 11.51% |
$40.3K - $42.9K
|
4.31K
$526K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
391+ 3.76% |
$35.4K - $37.7K
|
10.8K
$1.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
367+ 1.62% |
$33.2K - $35.4K
|
23.1K
$2.82M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
350New |
$31.7K - $33.7K
|
350
$42.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
317New |
$28.7K - $30.5K
|
317
$38.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
313+ 8.78% |
$28.3K - $30.2K
|
3.88K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
308+ 3.31% |
$27.9K - $29.7K
|
9.61K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
302+ 2.98% |
$27.3K - $29.1K
|
10.4K
$1.27M
|