Purchases and Sales Made in Q1 2022 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
10+ 0.03% |
$921 - $1.06K
|
39.5K
$4.83M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
6+ 0.1% |
$553 - $638
|
5.86K
$716K
|
|
|
Apr 26, 2022
Q1 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6+ 0.06% |
$553 - $638
|
9.92K
$1.21M
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
5+ 0.0% |
$461 - $532
|
122K
$14.9M
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5New |
$461 - $532
|
5
$612
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3+ 0.06% |
$276 - $319
|
5.22K
$639K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3New |
$276 - $319
|
3
$367
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$184 - $213
|
3.7K
$452K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.59% |
$184 - $213
|
341
$41.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2+ 0.78% |
$184 - $213
|
259
$31.7K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.03% |
$184 - $213
|
6.16K
$754K
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.08% |
$184 - $213
|
2.55K
$312K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$92.1 - $106
|
201K
$24.6M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.26% |
$92.1 - $106
|
379
$46.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
1+ 0.0% |
$92.1 - $106
|
20.8K
$2.55M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$92.1 - $106
|
2.98K
$365K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.03% |
$92.1 - $106
|
3.05K
$373K
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1+ 0.02% |
$92.1 - $106
|
5.21K
$637K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$92.1 - $106
|
3
$367
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-5- 0.01% |
$461 - $532
|
33.5K
$4.09M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-8- 0.07% |
$737 - $851
|
11K
$1.35M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-9- 39.13% |
$829 - $957
|
14
$1.71K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-11- 0.25% |
$1.01K - $1.17K
|
4.35K
$532K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-12- 0.06% |
$1.11K - $1.28K
|
18.6K
$2.28M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-13- 0.01% |
$1.2K - $1.38K
|
112K
$13.7M
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
SELL
|
- |
-17- 0.27% |
$1.57K - $1.81K
|
6.2K
$758K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-19- 0.34% |
$1.75K - $2.02K
|
5.54K
$678K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26- 26.0% |
$2.39K - $2.76K
|
74
$9.05K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-27- 0.95% |
$2.49K - $2.87K
|
2.81K
$344K
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-30- 1.15% |
$2.76K - $3.19K
|
2.59K
$316K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-32- 2.97% |
$2.95K - $3.4K
|
1.04K
$128K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-37- 0.28% |
$3.41K - $3.93K
|
13.4K
$1.64M
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-40- 3.98% |
$3.68K - $4.25K
|
965
$118K
|
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
SELL
|
- |
-43- 1.53% |
$3.96K - $4.57K
|
2.77K
$339K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-49- 0.07% |
$4.51K - $5.21K
|
71.2K
$8.71M
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-57- 4.36% |
$5.25K - $6.06K
|
1.25K
$153K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-70- 2.01% |
$6.45K - $7.44K
|
3.42K
$418K
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-73- 2.54% |
$6.72K - $7.76K
|
2.8K
$342K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-77- 1.08% |
$7.09K - $8.19K
|
7.04K
$861K
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-79- 2.49% |
$7.28K - $8.4K
|
3.1K
$379K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-80Closed |
$7.37K - $8.51K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-86- 0.93% |
$7.92K - $9.15K
|
9.19K
$1.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-87- 0.4% |
$8.01K - $9.25K
|
21.5K
$2.63M
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-90- 3.7% |
$8.29K - $9.57K
|
2.34K
$286K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-94- 3.36% |
$8.66K - $10K
|
2.7K
$331K
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-97- 0.21% |
$8.93K - $10.3K
|
46.2K
$5.65M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-99- 3.7% |
$9.12K - $10.5K
|
2.58K
$315K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 6.16% |
$9.21K - $10.6K
|
1.52K
$186K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-101- 0.46% |
$9.3K - $10.7K
|
22K
$2.69M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-101- 0.34% |
$9.3K - $10.7K
|
29.8K
$3.65M
|