Purchases and Sales Made in Q3 2022 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
990New |
$77.1K - $91.8K
|
990
$120K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
970+ 27.6% |
$75.5K - $89.9K
|
4.49K
$542K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
871+ 0.35% |
$67.8K - $80.7K
|
247K
$29.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
853+ 2.13% |
$66.4K - $79.1K
|
40.9K
$4.94M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
838+ 8.15% |
$65.2K - $77.7K
|
11.1K
$1.34M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
820+ 3.67% |
$63.8K - $76K
|
23.2K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
811New |
$63.1K - $75.2K
|
811
$98K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
752+ 14.39% |
$58.5K - $69.7K
|
5.98K
$722K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
750+ 7.53% |
$58.4K - $69.5K
|
10.7K
$1.29M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
740+ 0.78% |
$57.6K - $68.6K
|
96.1K
$11.6M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
739New |
$57.5K - $68.5K
|
739
$89.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
674+ 12.98% |
$52.5K - $62.5K
|
5.87K
$708K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
672+ 89.6% |
$52.3K - $62.3K
|
1.42K
$172K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
500+ 8.33% |
$38.9K - $46.4K
|
6.5K
$785K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
477+ 1.38% |
$37.1K - $44.2K
|
35K
$4.23M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
470+ 5.2% |
$36.6K - $43.6K
|
9.52K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
463+ 8.28% |
$36K - $42.9K
|
6.06K
$732K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
463New |
$36K - $42.9K
|
463
$55.9K
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
438+ 7.47% |
$34.1K - $40.6K
|
6.31K
$762K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
419+ 1.54% |
$32.6K - $38.8K
|
27.7K
$3.34M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
386+ 4.03% |
$30K - $35.8K
|
9.97K
$1.2M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
350+ 28.62% |
$27.2K - $32.4K
|
1.57K
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
347+ 13.11% |
$27K - $32.2K
|
2.99K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
300+ 2.1% |
$23.3K - $27.8K
|
14.6K
$1.76M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
BUY
|
- |
296+ 3.29% |
$23K - $27.4K
|
9.29K
$1.12M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
249New |
$19.4K - $23.1K
|
249
$30.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
189+ 0.71% |
$14.7K - $17.5K
|
26.6K
$3.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
174+ 0.67% |
$13.5K - $16.1K
|
26.1K
$3.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
140+ 0.39% |
$10.9K - $13K
|
35.7K
$4.32M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
BUY
|
- |
116+ 3.55% |
$9.03K - $10.8K
|
3.39K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
116+ 2.91% |
$9.03K - $10.8K
|
4.1K
$495K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
116+ 1.38% |
$9.03K - $10.8K
|
8.55K
$1.03M
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
91+ 3.04% |
$7.08K - $8.44K
|
3.08K
$372K
|
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
66+ 0.77% |
$5.14K - $6.12K
|
8.63K
$1.04M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
60New |
$4.67K - $5.56K
|
60
$7.25K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
50+ 0.78% |
$3.89K - $4.64K
|
6.44K
$778K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
47+ 44.34% |
$3.66K - $4.36K
|
153
$18.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
44+ 3.11% |
$3.42K - $4.08K
|
1.46K
$176K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
39+ 0.18% |
$3.04K - $3.62K
|
21.9K
$2.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25+ 0.66% |
$1.95K - $2.32K
|
3.83K
$463K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
23+ 0.39% |
$1.79K - $2.13K
|
5.88K
$710K
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
BUY
|
- |
19+ 0.6% |
$1.48K - $1.76K
|
3.19K
$385K
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
18New |
$1.4K - $1.67K
|
18
$2.17K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17+ 0.26% |
$1.32K - $1.58K
|
6.56K
$792K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13+ 4.98% |
$1.01K - $1.21K
|
274
$33.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13+ 0.1% |
$1.01K - $1.21K
|
13.3K
$1.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 300.0% |
$934 - $1.11K
|
16
$1.93K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7+ 0.27% |
$545 - $649
|
2.62K
$316K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 1.16% |
$311 - $371
|
349
$42.2K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.33% |
$311 - $371
|
1.21K
$146K
|