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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-249- 3.89% |
$19.4K - $23.1K
|
6.16K
$744K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-255- 3.51% |
$19.8K - $23.6K
|
7.01K
$846K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-269- 3.13% |
$20.9K - $24.9K
|
8.33K
$1.01M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-270- 2.92% |
$21K - $25K
|
8.96K
$1.08M
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-271- 8.85% |
$21.1K - $25.1K
|
2.79K
$337K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-276- 2.43% |
$21.5K - $25.6K
|
11.1K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-279- 2.15% |
$21.7K - $25.9K
|
12.7K
$1.53M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-296- 2.28% |
$23K - $27.4K
|
12.7K
$1.53M
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-308- 0.92% |
$24K - $28.6K
|
33.2K
$4.01M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-341- 3.57% |
$26.5K - $31.6K
|
9.2K
$1.11M
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-344- 10.49% |
$26.8K - $31.9K
|
2.94K
$354K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-358- 5.78% |
$27.9K - $33.2K
|
5.84K
$705K
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-400- 2.43% |
$31.1K - $37.1K
|
16.1K
$1.94M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-448- 1.33% |
$34.9K - $41.5K
|
33.3K
$4.03M
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-456- 10.49% |
$35.5K - $42.3K
|
3.89K
$470K
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-473- 1.45% |
$36.8K - $43.8K
|
32.2K
$3.89M
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-476- 54.21% |
$37K - $44.1K
|
402
$48.6K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-481- 2.62% |
$37.4K - $44.6K
|
17.9K
$2.16M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-489- 43.62% |
$38.1K - $45.3K
|
632
$76.3K
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-508- 8.69% |
$39.5K - $47.1K
|
5.34K
$644K
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-572- 3.28% |
$44.5K - $53K
|
16.9K
$2.04M
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-581- 2.68% |
$45.2K - $53.9K
|
21.1K
$2.55M
|
|
Nov 09, 2022
Q3 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-600- 0.85% |
$46.7K - $55.6K
|
69.9K
$8.44M
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-600- 2.05% |
$46.7K - $55.6K
|
28.6K
$3.46M
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-688- 11.22% |
$53.5K - $63.8K
|
5.45K
$658K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-732- 7.76% |
$57K - $67.9K
|
8.7K
$1.05M
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-797- 19.62% |
$62K - $73.9K
|
3.27K
$394K
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-800- 3.55% |
$62.3K - $74.2K
|
21.7K
$2.63M
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-803- 1.28% |
$62.5K - $74.4K
|
61.8K
$7.46M
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-892- 1.9% |
$69.4K - $82.7K
|
46K
$5.55M
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-898- 22.32% |
$69.9K - $83.2K
|
3.13K
$377K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-910- 4.94% |
$70.8K - $84.4K
|
17.5K
$2.11M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-910- 3.62% |
$70.8K - $84.4K
|
24.2K
$2.92M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-932- 8.59% |
$72.5K - $86.4K
|
9.91K
$1.2M
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-957- 18.3% |
$74.5K - $88.7K
|
4.27K
$516K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-964- 0.63% |
$75K - $89.4K
|
151K
$18.3M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-989- 24.99% |
$77K - $91.7K
|
2.97K
$358K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.04K- 38.18% |
$80.9K - $96.3K
|
1.68K
$203K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 4.4% |
$83.3K - $99.2K
|
23.2K
$2.81M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.18K- 2.72% |
$91.5K - $109K
|
42.1K
$5.08M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.21K- 1.54% |
$94.5K - $113K
|
77.8K
$9.39M
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.24K- 10.65% |
$96.8K - $115K
|
10.4K
$1.26M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-1.29K- 76.32% |
$100K - $119K
|
400
$48.3K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.3K- 5.65% |
$101K - $120K
|
21.6K
$2.61M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.38K- 69.83% |
$107K - $128K
|
595
$71.9K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.41K- 9.69% |
$110K - $131K
|
13.2K
$1.59M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.42K- 5.72% |
$110K - $131K
|
23.3K
$2.82M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.43K- 7.38% |
$111K - $132K
|
17.9K
$2.16M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.43K- 4.96% |
$112K - $133K
|
27.5K
$3.32M
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.44K- 4.04% |
$112K - $134K
|
34.2K
$4.13M
|