Purchases and Sales Made in Q2 2022 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.76KNew |
$144K - $178K
|
1.76K
$212K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.66KNew |
$136K - $168K
|
1.66K
$199K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
1.65K+ 3921.43% |
$135K - $167K
|
1.69K
$203K
|
|
|
Jul 19, 2022
Q2 2022
|
Verger Capital Management LLC
|
BUY
|
- |
1.61K+ 1.01% |
$132K - $163K
|
161K
$19.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.56KNew |
$128K - $158K
|
1.56K
$188K
|
|
|
Aug 05, 2022
Q2 2022
|
Cambiar Investors LLC
|
BUY
|
- |
1.55K+ 19.49% |
$127K - $157K
|
9.48K
$1.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.54K+ 57.8% |
$126K - $156K
|
4.2K
$505K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.42K+ 11.01% |
$116K - $144K
|
14.3K
$1.72M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.4K+ 2.06% |
$115K - $142K
|
69.4K
$8.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.36K+ 37.0% |
$111K - $138K
|
5.03K
$605K
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
1.35K+ 17.02% |
$111K - $137K
|
9.28K
$1.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.31K+ 13.01% |
$107K - $133K
|
11.4K
$1.37M
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.29K+ 2.32% |
$105K - $131K
|
56.9K
$6.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.11K+ 0.48% |
$91.1K - $113K
|
233K
$28.1M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.01K+ 1364.86% |
$82.7K - $102K
|
1.08K
$130K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
992+ 35.26% |
$81.3K - $101K
|
3.81K
$458K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
947+ 2.64% |
$77.6K - $96K
|
36.8K
$4.43M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
921+ 2.8% |
$75.5K - $93.4K
|
33.8K
$4.06M
|
|
|
Aug 12, 2022
Q2 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
862+ 295.21% |
$70.6K - $87.4K
|
1.15K
$139K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
807+ 2.21% |
$66.1K - $81.8K
|
37.3K
$4.49M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
775+ 9.9% |
$63.5K - $78.6K
|
8.6K
$1.04M
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
770+ 2.76% |
$63.1K - $78.1K
|
28.6K
$3.44M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
760+ 16.62% |
$62.3K - $77.1K
|
5.33K
$642K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
737+ 17.91% |
$60.4K - $74.7K
|
4.85K
$584K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
665+ 145.83% |
$54.5K - $67.4K
|
1.12K
$135K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
661+ 6.63% |
$54.2K - $67K
|
10.6K
$1.28M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
655+ 6.37% |
$53.7K - $66.4K
|
10.9K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
652+ 14.98% |
$53.4K - $66.1K
|
5K
$602K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
632+ 7.96% |
$51.8K - $64.1K
|
8.57K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
608+ 1.24% |
$49.8K - $61.7K
|
49.7K
$5.98M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
604New |
$49.5K - $61.2K
|
604
$72.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
599New |
$49.1K - $60.7K
|
599
$72.1K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
549+ 10.88% |
$45K - $55.7K
|
5.59K
$673K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
543+ 9.8% |
$44.5K - $55.1K
|
6.09K
$732K
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
520+ 3.26% |
$42.6K - $52.7K
|
16.5K
$1.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
511+ 3.21% |
$41.9K - $51.8K
|
16.4K
$1.98M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
504+ 14.47% |
$41.3K - $51.1K
|
3.99K
$480K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
485+ 183.02% |
$39.7K - $49.2K
|
750
$90.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
474+ 12.84% |
$38.8K - $48.1K
|
4.17K
$501K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
436+ 1.35% |
$35.7K - $44.2K
|
32.7K
$3.94M
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
430+ 13.94% |
$35.2K - $43.6K
|
3.52K
$423K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
403+ 0.22% |
$33K - $40.9K
|
186K
$22.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
390+ 5.05% |
$32K - $39.5K
|
8.12K
$977K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
378+ 4.36% |
$31K - $38.3K
|
9.05K
$1.09M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
358+ 3.73% |
$29.3K - $36.3K
|
9.96K
$1.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
345+ 4.26% |
$28.3K - $35K
|
8.44K
$1.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
341+ 1.27% |
$27.9K - $34.6K
|
27.2K
$3.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
310+ 0.66% |
$25.4K - $31.4K
|
47.3K
$5.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
279+ 2.2% |
$22.9K - $28.3K
|
13K
$1.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
224+ 0.24% |
$18.4K - $22.7K
|
95.3K
$11.5M
|