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 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
64+ 1.33% |
$6.37K - $6.86K
|
4.88K
$572K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
61+ 0.28% |
$6.07K - $6.54K
|
21.6K
$2.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60New |
$5.97K - $6.43K
|
60
$7.04K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
58+ 1.98% |
$5.77K - $6.22K
|
2.98K
$349K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
56+ 10.61% |
$5.57K - $6K
|
584
$68.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
50+ 0.67% |
$4.98K - $5.36K
|
7.48K
$877K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
39+ 0.61% |
$3.88K - $4.18K
|
6.46K
$757K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
38+ 0.02% |
$3.78K - $4.07K
|
181K
$21.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
35+ 0.37% |
$3.48K - $3.75K
|
9.56K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
35+ 1.44% |
$3.48K - $3.75K
|
2.46K
$288K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
35+ 0.57% |
$3.48K - $3.75K
|
6.16K
$722K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
34+ 0.93% |
$3.38K - $3.65K
|
3.7K
$433K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
33+ 0.1% |
$3.28K - $3.54K
|
33.5K
$3.93M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
33+ 0.64% |
$3.28K - $3.54K
|
5.22K
$612K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30New |
$2.99K - $3.22K
|
30
$3.52K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 2600.0% |
$2.59K - $2.79K
|
27
$3.17K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.23% |
$2.49K - $2.68K
|
10.8K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
24+ 0.84% |
$2.39K - $2.57K
|
2.87K
$337K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
23New |
$2.29K - $2.47K
|
23
$2.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16+ 0.57% |
$1.59K - $1.72K
|
2.84K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
15+ 0.34% |
$1.49K - $1.61K
|
4.36K
$512K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 0.16% |
$1.19K - $1.29K
|
7.43K
$871K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
11+ 0.21% |
$1.09K - $1.18K
|
5.21K
$611K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
9+ 0.13% |
$896 - $965
|
7.12K
$835K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.14% |
$796 - $858
|
5.85K
$686K
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
7+ 0.08% |
$697 - $751
|
9.28K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.67% |
$697 - $751
|
1.06K
$124K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7+ 0.1% |
$697 - $751
|
7.35K
$862K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 1.05% |
$597 - $643
|
575
$67.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.06% |
$498 - $536
|
7.96K
$933K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 1.19% |
$398 - $429
|
339
$39.8K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$199 - $214
|
10K
$1.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2New |
$199 - $214
|
2
$235
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2+ 0.09% |
$199 - $214
|
2.16K
$254K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.76% |
$99.5 - $107
|
133
$15.6K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.03% |
$99.5 - $107
|
3.28K
$385K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 3.03% |
$99.5 - $107
|
34
$3.99K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.04% |
$99.5 - $107
|
97
$11.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.27% |
$99.5 - $107
|
378
$44.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Strid Group, LLC
|
SELL
|
- |
-3- 0.11% |
$299 - $322
|
2.81K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4Closed |
$398 - $429
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10- 1.54% |
$995 - $1.07K
|
641
$75.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-20- 0.08% |
$1.99K - $2.14K
|
24.5K
$2.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-25- 0.81% |
$2.49K - $2.68K
|
3.05K
$358K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28Closed |
$2.79K - $3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
SELL
|
- |
-31- 0.03% |
$3.09K - $3.32K
|
122K
$14.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-36- 0.28% |
$3.58K - $3.86K
|
12.9K
$1.51M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-38- 1.43% |
$3.78K - $4.07K
|
2.62K
$307K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-44- 0.81% |
$4.38K - $4.72K
|
5.4K
$633K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-58- 0.94% |
$5.77K - $6.22K
|
6.14K
$720K
|