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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15- 0.08% |
$1.49K - $1.58K
|
18.9K
$2.26M
|
|
Oct 08, 2021
Q3 2021
|
Strid Group, LLC
|
SELL
|
- |
-24- 0.85% |
$2.39K - $2.53K
|
2.81K
$337K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-25- 0.45% |
$2.49K - $2.63K
|
5.59K
$669K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-40- 1.4% |
$3.98K - $4.21K
|
2.82K
$338K
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-45- 0.32% |
$4.47K - $4.74K
|
14.1K
$1.68M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-50- 14.62% |
$4.97K - $5.26K
|
292
$34.9K
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.84% |
$4.97K - $5.26K
|
5.92K
$707K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-56- 14.32% |
$5.57K - $5.9K
|
335
$40.1K
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-57- 1.12% |
$5.67K - $6K
|
5.01K
$600K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-66Closed |
$6.56K - $6.95K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-68- 1.62% |
$6.76K - $7.16K
|
4.14K
$495K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-70- 22.88% |
$6.96K - $7.37K
|
236
$28.2K
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-75- 0.11% |
$7.46K - $7.9K
|
71.2K
$8.52M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-76Closed |
$7.56K - $8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-90- 0.74% |
$8.95K - $9.48K
|
12.1K
$1.45M
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
SELL
|
- |
-91- 2.65% |
$9.05K - $9.58K
|
3.34K
$400K
|
|
Nov 12, 2021
Q3 2021
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-96- 0.13% |
$9.55K - $10.1K
|
71.4K
$8.53M
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-100- 1.04% |
$9.94K - $10.5K
|
9.52K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-101- 0.87% |
$10K - $10.6K
|
11.6K
$1.38M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-108- 4.07% |
$10.7K - $11.4K
|
2.55K
$305K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-115- 15.01% |
$11.4K - $12.1K
|
651
$77.9K
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
SELL
|
- |
-124- 2.1% |
$12.3K - $13.1K
|
5.78K
$691K
|
|
Nov 12, 2021
Q3 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-135Closed |
$13.4K - $14.2K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-139- 0.99% |
$13.8K - $14.6K
|
14K
$1.67M
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-149- 2.15% |
$14.8K - $15.7K
|
6.79K
$812K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-153- 0.18% |
$15.2K - $16.1K
|
83.5K
$9.99M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-167- 2.06% |
$16.6K - $17.6K
|
7.95K
$951K
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-175- 8.02% |
$17.4K - $18.4K
|
2.01K
$240K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-187- 0.27% |
$18.6K - $19.7K
|
70.3K
$8.41M
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-200- 2.8% |
$19.9K - $21.1K
|
6.95K
$831K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-202- 0.5% |
$20.1K - $21.3K
|
39.8K
$4.76M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-206- 4.01% |
$20.5K - $21.7K
|
4.94K
$590K
|
|
Nov 03, 2021
Q3 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-217- 3.49% |
$21.6K - $22.8K
|
6K
$717K
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-224- 0.28% |
$22.3K - $23.6K
|
80.4K
$9.62M
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-251- 2.65% |
$25K - $26.4K
|
9.23K
$1.1M
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-266Closed |
$26.5K - $28K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-288- 21.49% |
$28.6K - $30.3K
|
1.05K
$126K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-331- 1.24% |
$32.9K - $34.9K
|
26.3K
$3.15M
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-346- 2.01% |
$34.4K - $36.4K
|
16.8K
$2.01M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-362- 9.72% |
$36K - $38.1K
|
3.36K
$402K
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-366- 9.65% |
$36.4K - $38.5K
|
3.43K
$410K
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-381- 5.89% |
$37.9K - $40.1K
|
6.09K
$729K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-385- 12.38% |
$38.3K - $40.5K
|
2.73K
$326K
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-411- 4.88% |
$40.9K - $43.3K
|
8.01K
$958K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-425- 4.06% |
$42.3K - $44.7K
|
10K
$1.2M
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-433- 5.52% |
$43.1K - $45.6K
|
7.42K
$887K
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-436- 5.5% |
$43.4K - $45.9K
|
7.49K
$896K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-439Closed |
$43.7K - $46.2K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-465- 0.83% |
$46.2K - $49K
|
55.4K
$6.63M
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-467Closed |
$46.4K - $49.2K
|
0
$0
|