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 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
314+ 0.09% |
$31.2K - $33.1K
|
357K
$41.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
300+ 0.02% |
$29.8K - $31.6K
|
1.3M
$153M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
278+ 0.78% |
$27.6K - $29.3K
|
36.1K
$4.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
265New |
$26.4K - $27.9K
|
265
$31.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
252+ 4.27% |
$25.1K - $26.5K
|
6.16K
$722K
|
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
244+ 6.29% |
$24.3K - $25.7K
|
4.12K
$484K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
231+ 0.72% |
$23K - $24.3K
|
32.1K
$3.77M
|
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
193+ 0.99% |
$19.2K - $20.3K
|
19.6K
$2.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
172+ 17.64% |
$17.1K - $18.1K
|
1.15K
$135K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
168+ 7.52% |
$16.7K - $17.7K
|
2.4K
$282K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
142+ 0.95% |
$14.1K - $15K
|
15.2K
$1.78M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
132+ 5.95% |
$13.1K - $13.9K
|
2.35K
$276K
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
132+ 52.8% |
$13.1K - $13.9K
|
382
$44.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
129+ 3.91% |
$12.8K - $13.6K
|
3.43K
$402K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
124+ 5.05% |
$12.3K - $13.1K
|
2.58K
$302K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
120+ 2.55% |
$11.9K - $12.6K
|
4.82K
$565K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
116+ 5.03% |
$11.5K - $12.2K
|
2.42K
$284K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
110+ 0.1% |
$10.9K - $11.6K
|
109K
$12.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
109+ 0.85% |
$10.8K - $11.5K
|
12.9K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100New |
$9.94K - $10.5K
|
100
$11.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
99+ 1.45% |
$9.84K - $10.4K
|
6.91K
$810K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
95+ 25.0% |
$9.45K - $10K
|
475
$55.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
95+ 1.5% |
$9.45K - $10K
|
6.43K
$754K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
92+ 0.03% |
$9.15K - $9.69K
|
277K
$32.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
77+ 1.22% |
$7.66K - $8.11K
|
6.38K
$749K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
65+ 1.14% |
$6.46K - $6.84K
|
5.76K
$676K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
53+ 1.85% |
$5.27K - $5.58K
|
2.92K
$343K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
50+ 10.46% |
$4.97K - $5.26K
|
528
$61.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
50+ 1.81% |
$4.97K - $5.26K
|
2.81K
$330K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
48+ 0.83% |
$4.77K - $5.05K
|
5.86K
$687K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41+ 0.38% |
$4.08K - $4.32K
|
10.7K
$1.26M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
32+ 0.02% |
$3.18K - $3.37K
|
185K
$21.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
28+ 0.99% |
$2.78K - $2.95K
|
2.85K
$334K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
27+ 27.0% |
$2.68K - $2.84K
|
127
$14.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
22+ 0.08% |
$2.19K - $2.32K
|
26.7K
$3.13M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
5+ 0.15% |
$497 - $526
|
3.38K
$396K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
2+ 0.03% |
$199 - $211
|
7.11K
$834K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.43% |
$99.4 - $105
|
233
$27.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.0% |
$99.4 - $105
|
28.8K
$3.38M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1- 0.01% |
$99.4 - $105
|
9.62K
$1.13M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1Closed |
$99.4 - $105
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1- 0.02% |
$99.4 - $105
|
6.59K
$773K
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1Closed |
$99.4 - $105
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1- 0.01% |
$99.4 - $105
|
12.3K
$1.45M
|
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2- 0.02% |
$199 - $211
|
8.39K
$984K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2- 0.07% |
$199 - $211
|
3K
$352K
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2- 0.08% |
$199 - $211
|
2.65K
$311K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8- 0.13% |
$796 - $842
|
6.2K
$727K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-10- 0.13% |
$994 - $1.05K
|
7.46K
$875K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10- 0.27% |
$994 - $1.05K
|
3.66K
$429K
|