Purchases and Sales Made in Q4 2023 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.92K+ 4.92% |
$170K - $196K
|
40.8K
$4.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.81K+ 8.56% |
$161K - $185K
|
23K
$2.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.77K+ 4.52% |
$157K - $181K
|
40.9K
$4.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.75K+ 8.63% |
$155K - $179K
|
22K
$2.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.67K+ 19.3% |
$148K - $170K
|
10.3K
$1.26M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.62K+ 1.29% |
$143K - $165K
|
127K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.62K+ 15.05% |
$143K - $165K
|
12.3K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.61K+ 5.62% |
$142K - $164K
|
30.2K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.6KNew |
$142K - $163K
|
1.6K
$195K
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
1.56K+ 0.11% |
$138K - $160K
|
1.38M
$168M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.54KNew |
$136K - $157K
|
1.54K
$188K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
1.44K+ 8.61% |
$128K - $147K
|
18.2K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.39K+ 12.81% |
$123K - $142K
|
12.2K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.36K+ 2.78% |
$121K - $139K
|
50.4K
$6.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.34K+ 2.71% |
$119K - $137K
|
50.8K
$6.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.32KNew |
$117K - $134K
|
1.32K
$161K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.26K+ 5.58% |
$112K - $129K
|
23.9K
$2.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
BUY
|
- |
1.21K+ 14.4% |
$107K - $123K
|
9.6K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$106K - $122K
|
1.2K
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.15KNew |
$102K - $117K
|
1.15K
$140K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.1K+ 18.82% |
$97.1K - $112K
|
6.92K
$845K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.08K+ 15.54% |
$95.2K - $110K
|
7.99K
$976K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.03K+ 41.96% |
$91.1K - $105K
|
3.48K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.03KNew |
$91K - $105K
|
1.03K
$125K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
986New |
$87.3K - $101K
|
986
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
947+ 22.73% |
$83.9K - $96.7K
|
5.11K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
887+ 36.2% |
$78.6K - $90.6K
|
3.34K
$407K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
877New |
$77.7K - $89.6K
|
877
$107K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
840+ 0.78% |
$74.4K - $85.8K
|
109K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
836New |
$74.1K - $85.4K
|
836
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
825+ 184.15% |
$73.1K - $84.3K
|
1.27K
$155K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
821+ 34.17% |
$72.7K - $83.9K
|
3.22K
$394K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
775+ 9.77% |
$68.7K - $79.2K
|
8.71K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
752+ 3.19% |
$66.6K - $76.8K
|
24.3K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
746+ 15.27% |
$66.1K - $76.2K
|
5.63K
$687K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
732New |
$64.8K - $74.8K
|
732
$89.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
726+ 264.0% |
$64.3K - $74.2K
|
1K
$122K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
698+ 9.5% |
$61.8K - $71.3K
|
8.04K
$982K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
665+ 14.18% |
$58.9K - $67.9K
|
5.35K
$654K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
633+ 1.05% |
$56.1K - $64.7K
|
61K
$7.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
595+ 13.11% |
$52.7K - $60.8K
|
5.13K
$626K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
594New |
$52.6K - $60.7K
|
594
$72.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
570+ 21.06% |
$50.5K - $58.2K
|
3.28K
$400K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
561+ 2.62% |
$49.7K - $57.3K
|
22K
$2.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
552New |
$48.9K - $56.4K
|
552
$67.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
535New |
$47.4K - $54.7K
|
535
$65.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
532New |
$47.1K - $54.3K
|
532
$64.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
490+ 24.64% |
$43.4K - $50.1K
|
2.48K
$303K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
462New |
$40.9K - $47.2K
|
462
$56.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
439New |
$38.9K - $44.8K
|
439
$53.6K
|