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 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-467Closed |
$46.4K - $49.2K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-475Closed |
$47.2K - $50K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-485Closed |
$48.2K - $51.1K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-493- 0.8% |
$49K - $51.9K
|
61.2K
$7.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-515- 0.56% |
$51.2K - $54.2K
|
90.9K
$10.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-562- 1.03% |
$55.9K - $59.2K
|
54.2K
$6.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-562- 1.03% |
$55.9K - $59.2K
|
54.2K
$6.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-585- 11.86% |
$58.2K - $61.6K
|
4.35K
$513K
|
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-591- 5.99% |
$58.8K - $62.2K
|
9.27K
$1.09M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-595- 0.71% |
$59.2K - $62.6K
|
83K
$9.8M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-615- 14.42% |
$61.2K - $64.8K
|
3.65K
$431K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-620- 1.94% |
$61.7K - $65.3K
|
31.3K
$3.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-634- 2.05% |
$63K - $66.8K
|
30.2K
$3.57M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-645- 1.73% |
$64.1K - $67.9K
|
36.6K
$4.31M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-660- 1.49% |
$65.6K - $69.5K
|
43.6K
$5.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-665Closed |
$66.1K - $70K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-770- 4.95% |
$76.6K - $81.1K
|
14.8K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
SELL
|
- |
-794- 7.69% |
$79K - $83.6K
|
9.53K
$1.12M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-951- 6.77% |
$94.6K - $100K
|
13.1K
$1.55M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-995- 10.03% |
$98.9K - $105K
|
8.93K
$1.05M
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-1K- 10.21% |
$99.4K - $105K
|
8.8K
$1.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 35.71% |
$99.4K - $105K
|
1.8K
$212K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.06K- 15.73% |
$105K - $111K
|
5.67K
$669K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.07K- 4.74% |
$106K - $113K
|
21.5K
$2.54M
|
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
SELL
|
- |
-1.08K- 2.58% |
$107K - $114K
|
40.7K
$4.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.08K- 4.41% |
$108K - $114K
|
23.5K
$2.77M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-1.1K- 5.94% |
$109K - $116K
|
17.4K
$2.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.12K- 4.76% |
$112K - $118K
|
22.5K
$2.65M
|
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.15K- 3.08% |
$114K - $121K
|
36.2K
$4.27M
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.18K- 1.1% |
$118K - $125K
|
106K
$12.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.2K- 4.67% |
$119K - $126K
|
24.5K
$2.89M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-1.28K- 7.63% |
$127K - $134K
|
15.5K
$1.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.31K- 1.72% |
$130K - $138K
|
74.9K
$8.84M
|
|
|
Oct 19, 2021
Q3 2021
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.37K- 2.21% |
$136K - $144K
|
60.6K
$7.15M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.37K- 4.01% |
$137K - $145K
|
32.9K
$3.89M
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.42K- 24.33% |
$141K - $149K
|
4.4K
$519K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.47K- 9.16% |
$146K - $155K
|
14.6K
$1.72M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.51K- 1.93% |
$150K - $159K
|
76.4K
$9.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.56K- 7.56% |
$155K - $164K
|
19.1K
$2.25M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.56K- 2.12% |
$155K - $165K
|
72.2K
$8.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.7K- 0.16% |
$169K - $179K
|
1.05M
$123M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.96K- 6.27% |
$195K - $206K
|
29.3K
$3.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-2KClosed |
$199K - $211K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2KClosed |
$199K - $211K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-2.02K- 13.4% |
$200K - $212K
|
13K
$1.54M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.14K- 89.99% |
$213K - $225K
|
238
$28.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.34K- 6.65% |
$232K - $246K
|
32.8K
$3.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.49KClosed |
$248K - $262K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.69K- 3.35% |
$267K - $283K
|
77.4K
$9.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.86K- 5.39% |
$284K - $301K
|
50.2K
$5.92M
|