Purchases and Sales Made in Q4 2021 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.72K+ 32.87% |
$768K - $828K
|
31.2K
$3.66M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.31K+ 4.0% |
$727K - $784K
|
190K
$22.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
7.15K+ 6.06% |
$712K - $767K
|
125K
$14.7M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7.05K+ 100.64% |
$702K - $756K
|
14.1K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.96K+ 12.95% |
$693K - $746K
|
60.7K
$7.12M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
6.89KNew |
$686K - $739K
|
6.89K
$808K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.84KNew |
$681K - $734K
|
6.84K
$802K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.46K+ 1.35% |
$642K - $692K
|
483K
$56.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
6.43KNew |
$640K - $690K
|
6.43K
$755K
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
6.21KNew |
$618K - $666K
|
6.21K
$728K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
5.72K+ 18.25% |
$569K - $613K
|
37.1K
$4.35M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.67KNew |
$565K - $608K
|
5.67K
$665K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.58KNew |
$555K - $598K
|
5.58K
$654K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
5.56KNew |
$554K - $596K
|
5.56K
$652K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.48KNew |
$545K - $587K
|
5.48K
$642K
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.46K+ 28.94% |
$543K - $585K
|
24.3K
$2.85M
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
5.28K+ 44.17% |
$525K - $566K
|
17.2K
$2.02M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.21KNew |
$518K - $559K
|
5.21K
$611K
|
|
|
Feb 14, 2022
Q4 2021
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
4.88K+ 100.85% |
$486K - $524K
|
9.73K
$1.14M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.77KNew |
$475K - $511K
|
4.77K
$559K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
4.7K+ 174.82% |
$468K - $504K
|
7.39K
$867K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.69KNew |
$467K - $503K
|
4.69K
$550K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.58K+ 70.58% |
$456K - $491K
|
11.1K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
4.37K+ 1.22% |
$434K - $468K
|
362K
$42.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
4.31K+ 163.62% |
$429K - $462K
|
6.94K
$814K
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4.24K+ 83.95% |
$422K - $455K
|
9.3K
$1.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
4.13KNew |
$411K - $443K
|
4.13K
$484K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
4.09K+ 1.5% |
$407K - $439K
|
277K
$32.5M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.99KNew |
$397K - $428K
|
3.99K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.95K+ 136.21% |
$393K - $424K
|
6.85K
$803K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
3.77KNew |
$375K - $405K
|
3.77K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.65K+ 28.78% |
$363K - $392K
|
16.3K
$1.92M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.52KNew |
$350K - $377K
|
3.52K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 18.26% |
$344K - $371K
|
22.4K
$2.63M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.44K+ 3.78% |
$342K - $369K
|
94.4K
$11.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.38K+ 9.47% |
$336K - $362K
|
39K
$4.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.37K+ 83.64% |
$335K - $361K
|
7.39K
$866K
|
|
|
Feb 10, 2022
Q4 2021
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
3.35KNew |
$333K - $359K
|
3.35K
$393K
|
|
|
Jan 20, 2022
Q4 2021
|
Ashford Advisors, LLC
|
BUY
|
- |
3.32K+ 7.94% |
$330K - $356K
|
45.1K
$5.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.2KNew |
$319K - $343K
|
3.2K
$375K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.17K+ 2.92% |
$315K - $340K
|
112K
$13.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.15KNew |
$314K - $338K
|
3.15K
$370K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.05K+ 50.02% |
$303K - $327K
|
9.14K
$1.07M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3KNew |
$299K - $322K
|
3K
$352K
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
2.88KNew |
$286K - $309K
|
2.88K
$338K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.88K+ 9.22% |
$286K - $309K
|
34.1K
$4M
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.82K+ 35.22% |
$281K - $302K
|
10.8K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.8KNew |
$278K - $300K
|
2.8K
$328K
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
2.79KNew |
$277K - $299K
|
2.79K
$327K
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.76K+ 5.99% |
$275K - $296K
|
48.9K
$5.73M
|