Purchases and Sales Made in Q1 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 Q1 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 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.6KNew |
$484K - $528K
|
10.6K
$570K
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
10.3KNew |
$472K - $516K
|
10.3K
$557K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.99K+ 28.66% |
$412K - $450K
|
40.4K
$2.18M
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
8.93K+ 184.37% |
$409K - $447K
|
13.8K
$743K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
8.48K+ 0.66% |
$388K - $424K
|
1.29M
$69.6M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.15KNew |
$373K - $408K
|
8.15K
$440K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8KNew |
$366K - $400K
|
8K
$432K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.59KNew |
$347K - $380K
|
7.59K
$409K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
7.52K+ 12.53% |
$344K - $376K
|
67.5K
$3.64M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.51K+ 71.05% |
$344K - $375K
|
18.1K
$975K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7.4K+ 81.54% |
$339K - $370K
|
16.5K
$889K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.88K+ 17.8% |
$315K - $344K
|
45.5K
$2.46M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.38K+ 5.9% |
$292K - $319K
|
115K
$6.18M
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
6.34K+ 2.76% |
$290K - $317K
|
236K
$12.7M
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.64KNew |
$258K - $282K
|
5.64K
$305K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
5.58KNew |
$255K - $279K
|
5.58K
$301K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.57KNew |
$255K - $279K
|
5.57K
$301K
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
5.56KNew |
$255K - $278K
|
5.56K
$300K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.42KNew |
$248K - $271K
|
5.42K
$292K
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
4.85KNew |
$222K - $243K
|
4.85K
$262K
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4.84K+ 4.73% |
$222K - $242K
|
107K
$5.79M
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.83KNew |
$221K - $242K
|
4.83K
$261K
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
BUY
|
- |
4.74KNew |
$217K - $237K
|
4.74K
$256K
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.73KNew |
$217K - $237K
|
4.73K
$255K
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 35.58% |
$216K - $236K
|
18K
$972K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.69K+ 86.76% |
$215K - $234K
|
10.1K
$545K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.64KNew |
$213K - $232K
|
4.64K
$251K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.41KNew |
$202K - $221K
|
4.41K
$238K
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.32KNew |
$198K - $216K
|
4.32K
$233K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.3KNew |
$197K - $215K
|
4.3K
$232K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
4.3K+ 9.45% |
$197K - $215K
|
49.8K
$2.69M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.28KNew |
$196K - $214K
|
4.28K
$231K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.23KNew |
$194K - $212K
|
4.23K
$228K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.2KNew |
$192K - $210K
|
4.2K
$226K
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.12KNew |
$189K - $206K
|
4.12K
$223K
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.11KNew |
$188K - $206K
|
4.11K
$222K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.04KNew |
$185K - $202K
|
4.04K
$218K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
3.98K+ 22.42% |
$182K - $199K
|
21.7K
$1.17M
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
3.72K+ 6.33% |
$170K - $186K
|
62.4K
$3.37M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.32K+ 2.1% |
$152K - $166K
|
161K
$8.7M
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
3.15K+ 42.24% |
$144K - $158K
|
10.6K
$573K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.01K+ 4.16% |
$138K - $150K
|
75.4K
$4.07M
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.99K+ 33.95% |
$137K - $149K
|
11.8K
$636K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.94K+ 45.88% |
$135K - $147K
|
9.36K
$505K
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.92K+ 1.32% |
$134K - $146K
|
225K
$12.1M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.75K+ 6.99% |
$126K - $138K
|
42.1K
$2.27M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.24K+ 43.14% |
$102K - $112K
|
7.42K
$401K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.15K+ 29.07% |
$98.2K - $107K
|
9.52K
$514K
|
|
Apr 27, 2023
Q1 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
2.14K+ 4.37% |
$97.8K - $107K
|
51K
$2.75M
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.02K+ 21.53% |
$92.3K - $101K
|
11.4K
$614K
|