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 |
---|---|---|---|---|---|---|---|
Jan 18, 2022
Q4 2021
|
Roth Financial Partners LLC
|
SELL
|
- |
-72- 0.37% |
$7.17K - $7.72K
|
19.2K
$2.3M
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-75- 1.12% |
$7.46K - $8.04K
|
6.65K
$795K
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-82- 21.47% |
$8.16K - $8.79K
|
300
$35.9K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-86- 0.46% |
$8.56K - $9.22K
|
18.8K
$2.25M
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
SELL
|
- |
-88- 0.29% |
$8.76K - $9.44K
|
29.9K
$3.57M
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-88- 4.38% |
$8.76K - $9.44K
|
1.92K
$230K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-94- 5.69% |
$9.35K - $10.1K
|
1.56K
$186K
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-96- 1.14% |
$9.55K - $10.3K
|
8.3K
$992K
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-98- 2.03% |
$9.75K - $10.5K
|
4.72K
$565K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-100Closed |
$9.95K - $10.7K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-105- 0.87% |
$10.4K - $11.3K
|
12K
$1.43M
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-147- 1.04% |
$14.6K - $15.8K
|
14K
$1.68M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-154- 35.32% |
$15.3K - $16.5K
|
282
$33.7K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-167- 0.99% |
$16.6K - $17.9K
|
16.7K
$1.99M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-185- 5.07% |
$18.4K - $19.8K
|
3.46K
$414K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-188- 0.64% |
$18.7K - $20.2K
|
29.1K
$3.48M
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-217Closed |
$21.6K - $23.3K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-222Closed |
$22.1K - $23.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-223- 1.84% |
$22.2K - $23.9K
|
11.9K
$1.42M
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-233Closed |
$23.2K - $25K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-248- 9.11% |
$24.7K - $26.6K
|
2.47K
$296K
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-248- 0.69% |
$24.7K - $26.6K
|
35.9K
$4.29M
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-250- 4.23% |
$24.9K - $26.8K
|
5.67K
$678K
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-251- 7.32% |
$25K - $26.9K
|
3.18K
$380K
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-251Closed |
$25K - $26.9K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-266- 0.61% |
$26.5K - $28.5K
|
43.1K
$5.15M
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-271- 6.16% |
$27K - $29.1K
|
4.13K
$494K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-285- 0.63% |
$28.4K - $30.6K
|
45.3K
$5.42M
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-292- 0.97% |
$29.1K - $31.3K
|
29.9K
$3.58M
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-295- 10.83% |
$29.4K - $31.6K
|
2.43K
$291K
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-301- 4.47% |
$30K - $32.3K
|
6.43K
$769K
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
SELL
|
- |
-309- 9.24% |
$30.8K - $33.1K
|
3.03K
$363K
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-317- 1.5% |
$31.5K - $34K
|
20.8K
$2.49M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-324Closed |
$32.2K - $34.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-327- 10.89% |
$32.5K - $35.1K
|
2.68K
$320K
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-329- 0.71% |
$32.7K - $35.3K
|
46.3K
$5.54M
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-350- 2.49% |
$34.8K - $37.5K
|
13.7K
$1.64M
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-396- 28.59% |
$39.4K - $42.5K
|
989
$118K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-431Closed |
$42.9K - $46.2K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-435- 6.41% |
$43.3K - $46.6K
|
6.36K
$760K
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-443- 20.34% |
$44.1K - $47.5K
|
1.74K
$208K
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-445- 6.97% |
$44.3K - $47.7K
|
5.94K
$710K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-460- 2.41% |
$45.8K - $49.3K
|
18.6K
$2.23M
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-466- 10.31% |
$46.4K - $50K
|
4.05K
$485K
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-475- 5.9% |
$47.3K - $50.9K
|
7.57K
$905K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-476- 3.86% |
$47.4K - $51K
|
11.9K
$1.42M
|
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
SELL
|
- |
-481- 3.67% |
$47.9K - $51.6K
|
12.6K
$1.51M
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-499- 3.73% |
$49.7K - $53.5K
|
12.9K
$1.54M
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-500- 7.2% |
$49.8K - $53.6K
|
6.45K
$771K
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-525- 18.68% |
$52.2K - $56.3K
|
2.29K
$273K
|