Purchases and Sales Made in Q4 2022 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-125- 6.16% |
$9.69K - $11.2K
|
1.91K
$233K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-149- 4.32% |
$11.6K - $13.4K
|
3.3K
$404K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-165- 0.71% |
$12.8K - $14.8K
|
23.1K
$2.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-167- 3.99% |
$12.9K - $15K
|
4.02K
$491K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-182- 1.02% |
$14.1K - $16.3K
|
17.7K
$2.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-189- 6.31% |
$14.7K - $17K
|
2.81K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-192- 1.87% |
$14.9K - $17.2K
|
10.1K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-201- 3.81% |
$15.6K - $18K
|
5.07K
$620K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-221- 8.45% |
$17.1K - $19.8K
|
2.39K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-225- 7.2% |
$17.4K - $20.2K
|
2.9K
$355K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-230- 7.93% |
$17.8K - $20.7K
|
2.67K
$327K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-244- 3.94% |
$18.9K - $21.9K
|
5.95K
$728K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-267- 4.9% |
$20.7K - $24K
|
5.18K
$633K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-276- 68.66% |
$21.4K - $24.8K
|
126
$15.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-295- 1.43% |
$22.9K - $26.5K
|
20.3K
$2.49M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 5.13% |
$23.3K - $26.9K
|
5.55K
$679K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-307- 1.94% |
$23.8K - $27.6K
|
15.6K
$1.9M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-320- 3.04% |
$24.8K - $28.7K
|
10.2K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-326- 1.5% |
$25.3K - $29.3K
|
21.4K
$2.62M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-335- 3.92% |
$26K - $30.1K
|
8.22K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-341- 7.87% |
$26.4K - $30.6K
|
3.99K
$488K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-360- 2.21% |
$27.9K - $32.3K
|
15.9K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-366- 7.04% |
$28.4K - $32.9K
|
4.83K
$591K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-377- 7.45% |
$29.2K - $33.9K
|
4.68K
$573K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-409- 4.67% |
$31.7K - $36.7K
|
8.34K
$1.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-424- 9.86% |
$32.9K - $38.1K
|
3.88K
$474K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-440- 14.68% |
$34.1K - $39.5K
|
2.56K
$313K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-477- 1.36% |
$37K - $42.8K
|
34.6K
$4.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-480- 4.55% |
$37.2K - $43.1K
|
10.1K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-509- 0.93% |
$39.5K - $45.7K
|
54.3K
$6.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-540- 4.84% |
$41.9K - $48.5K
|
10.6K
$1.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-573- 3.28% |
$44.4K - $51.5K
|
16.9K
$2.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-598- 1.7% |
$46.4K - $53.7K
|
34.5K
$4.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-643- 1.59% |
$49.8K - $57.7K
|
39.7K
$4.85M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-657- 4.2% |
$50.9K - $59K
|
15K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-784- 5.02% |
$60.8K - $70.4K
|
14.8K
$1.82M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-838- 3.1% |
$65K - $75.3K
|
26.2K
$3.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-877- 1.42% |
$68K - $78.8K
|
60.9K
$7.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-907- 22.11% |
$70.3K - $81.4K
|
3.2K
$391K
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-998- 2.18% |
$77.4K - $89.6K
|
44.7K
$5.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1K- 11.7% |
$77.5K - $89.8K
|
7.55K
$923K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.02K- 14.22% |
$78.8K - $91.3K
|
6.13K
$750K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-1.05K- 0.69% |
$81.2K - $94K
|
150K
$18.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.06K- 1.59% |
$81.9K - $94.9K
|
65.5K
$8.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.1K- 24.74% |
$85.2K - $98.7K
|
3.34K
$409K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.19K- 1.77% |
$92.2K - $107K
|
66K
$8.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.22K- 39.61% |
$94.6K - $110K
|
1.86K
$227K
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.23K- 10.75% |
$95.3K - $110K
|
10.2K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.36K- 7.74% |
$105K - $122K
|
16.2K
$1.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.38K- 5.92% |
$107K - $124K
|
21.9K
$2.68M
|