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 21, 2022
Q3 2022
|
Gen Trust, LLC
|
BUY
|
- |
2+ 0.02% |
$156 - $185
|
9.28K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$77.8 - $92.7
|
2.63K
$317K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1New |
$77.8 - $92.7
|
1
$121
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$77.8 - $92.7
|
1
$121
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.03% |
$77.8 - $92.7
|
3.35K
$404K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$77.8 - $92.7
|
2.78K
$336K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$77.8 - $92.7
|
10K
$1.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- -0.0% |
$77.8 - $92.7
|
73.8K
$8.91M
|
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
SELL
|
- |
-3- 0.11% |
$233 - $278
|
2.69K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4- 0.14% |
$311 - $371
|
2.77K
$335K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-13- 17.33% |
$1.01K - $1.21K
|
62
$7.49K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-14- 0.14% |
$1.09K - $1.3K
|
10.3K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-15- 0.17% |
$1.17K - $1.39K
|
8.95K
$1.08M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-16- 0.48% |
$1.25K - $1.48K
|
3.3K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-21- 0.62% |
$1.63K - $1.95K
|
3.34K
$404K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-22- 1.33% |
$1.71K - $2.04K
|
1.63K
$197K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-25- 2.16% |
$1.95K - $2.32K
|
1.14K
$137K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-26- 96.3% |
$2.02K - $2.41K
|
1
$121
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-31- 0.74% |
$2.41K - $2.87K
|
4.18K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-45- 0.21% |
$3.5K - $4.17K
|
21.2K
$2.57M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-50- 1.83% |
$3.89K - $4.64K
|
2.68K
$324K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-58- 2.19% |
$4.51K - $5.38K
|
2.59K
$312K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
SELL
|
- |
-75- 0.48% |
$5.84K - $6.95K
|
15.7K
$1.89M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-78- 5.03% |
$6.07K - $7.23K
|
1.47K
$178K
|
|
|
Nov 15, 2022
Q3 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-78- 0.38% |
$6.07K - $7.23K
|
20.6K
$2.49M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-85- 2.85% |
$6.62K - $7.88K
|
2.9K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-90- 1.48% |
$7K - $8.34K
|
6K
$724K
|
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-93- 0.86% |
$7.24K - $8.62K
|
10.7K
$1.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-100- 3.23% |
$7.78K - $9.27K
|
3K
$362K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-112- 6.8% |
$8.72K - $10.4K
|
1.53K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-112- 0.05% |
$8.72K - $10.4K
|
211K
$25.5M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-121- 0.25% |
$9.42K - $11.2K
|
49.2K
$5.94M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-126- 1.7% |
$9.81K - $11.7K
|
7.3K
$881K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-129- 2.57% |
$10K - $12K
|
4.9K
$592K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-131- 1.59% |
$10.2K - $12.1K
|
8.09K
$977K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-134- 3.1% |
$10.4K - $12.4K
|
4.19K
$506K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-134- 1.9% |
$10.4K - $12.4K
|
6.91K
$834K
|
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-135- 1.45% |
$10.5K - $12.5K
|
9.18K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-135- 0.82% |
$10.5K - $12.5K
|
16.3K
$1.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-149- 2.86% |
$11.6K - $13.8K
|
5.06K
$611K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-150- 2.69% |
$11.7K - $13.9K
|
5.44K
$656K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-177- 4.63% |
$13.8K - $16.4K
|
3.65K
$441K
|
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
SELL
|
- |
-186- 1.49% |
$14.5K - $17.2K
|
12.3K
$1.48M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-205- 7.03% |
$16K - $19K
|
2.71K
$327K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-219- 1.36% |
$17K - $20.3K
|
15.9K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-220- 9.78% |
$17.1K - $20.4K
|
2.03K
$245K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-220- 2.01% |
$17.1K - $20.4K
|
10.7K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-233- 2.16% |
$18.1K - $21.6K
|
10.6K
$1.27M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-243- 0.14% |
$18.9K - $22.5K
|
169K
$20.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-245- 40.9% |
$19.1K - $22.7K
|
354
$42.8K
|