Purchases and Sales Made in Q3 2021 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
2.32K+ 0.65% |
$231K - $244K
|
357K
$41.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.17K+ 27.04% |
$216K - $228K
|
10.2K
$1.18M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.14K+ 899.58% |
$213K - $225K
|
2.38K
$277K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.08K+ 5.03% |
$206K - $218K
|
43.3K
$5.04M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
2.02K+ 8.49% |
$201K - $213K
|
25.8K
$3M
|
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.92K+ 932.04% |
$191K - $202K
|
2.13K
$247K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.88K+ 4.11% |
$187K - $198K
|
47.7K
$5.55M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.88K+ 56.77% |
$187K - $198K
|
5.19K
$603K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.86K+ 18.73% |
$185K - $195K
|
11.8K
$1.37M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.84K+ 23.33% |
$183K - $194K
|
9.72K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.77K+ 40.03% |
$176K - $187K
|
6.2K
$721K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.75K+ 57.02% |
$174K - $184K
|
4.81K
$559K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.67K+ 185.37% |
$166K - $176K
|
2.57K
$299K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.61KNew |
$160K - $169K
|
1.61K
$187K
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.48K+ 14.12% |
$147K - $156K
|
12K
$1.39M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.37K+ 7.6% |
$136K - $144K
|
19.4K
$2.25M
|
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.36K+ 3.04% |
$135K - $143K
|
46.1K
$5.36M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.34K+ 58.33% |
$133K - $141K
|
3.63K
$422K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.29K+ 1.04% |
$128K - $135K
|
125K
$14.6M
|
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
1.28KNew |
$127K - $134K
|
1.28K
$148K
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.26K+ 1.13% |
$125K - $132K
|
112K
$13M
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
1.21K+ 10.4% |
$120K - $127K
|
12.8K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2K+ 4.54% |
$119K - $126K
|
27.6K
$3.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.16K+ 35.08% |
$115K - $122K
|
4.47K
$519K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.09K+ 5.01% |
$109K - $115K
|
22.9K
$2.66M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.09K+ 18.65% |
$109K - $115K
|
6.95K
$808K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.08K+ 2.38% |
$107K - $113K
|
46.3K
$5.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
BUY
|
- |
1.07K+ 4.63% |
$106K - $113K
|
24.2K
$2.81M
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
1.03K+ 5.0% |
$103K - $109K
|
21.6K
$2.51M
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.01K+ 7.13% |
$101K - $107K
|
15.2K
$1.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.01K+ 7.39% |
$100K - $106K
|
14.7K
$1.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
966+ 7.3% |
$96.1K - $102K
|
14.2K
$1.65M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
932+ 23.37% |
$92.7K - $98.1K
|
4.92K
$572K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
913+ 10.34% |
$90.8K - $96.1K
|
9.74K
$1.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
900+ 23.45% |
$89.5K - $94.8K
|
4.74K
$551K
|
|
|
Nov 12, 2021
Q3 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
900+ 1.13% |
$89.5K - $94.8K
|
80.9K
$9.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
782+ 6.85% |
$77.8K - $82.3K
|
12.2K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
708+ 2.59% |
$70.4K - $74.5K
|
28K
$3.25M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
690+ 5.44% |
$68.6K - $72.7K
|
13.4K
$1.56M
|
|
|
Oct 20, 2021
Q3 2021
|
Nationwide Asset Management LLC
|
BUY
|
- |
560+ 0.29% |
$55.7K - $59K
|
195K
$22.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
558+ 8.22% |
$55.5K - $58.8K
|
7.35K
$854K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
556New |
$55.3K - $58.5K
|
556
$64.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
535+ 2.6% |
$53.2K - $56.3K
|
21.1K
$2.46M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
520+ 4.08% |
$51.7K - $54.8K
|
13.3K
$1.54M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
515+ 1.44% |
$51.2K - $54.2K
|
36.3K
$4.22M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
478+ 14.76% |
$47.5K - $50.3K
|
3.72K
$432K
|
|
|
Nov 10, 2021
Q3 2021
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
477+ 14.32% |
$47.4K - $50.2K
|
3.81K
$443K
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
458+ 1.83% |
$45.5K - $48.2K
|
25.5K
$2.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
400+ 0.22% |
$39.8K - $42.1K
|
182K
$21.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
368+ 0.14% |
$36.6K - $38.7K
|
259K
$30.1M
|