Purchases and Sales Made in Q1 2022 in Ishares Msci Acwi Ex Us ETF (ACWX)
This table provides information about the institutional ownership of Ishares Msci Acwi Ex Us ETF (ACWX) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI EX US ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
10.1K+ 98.96% |
$487K - $572K
|
20.3K
$1.06M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
10KNew |
$484K - $569K
|
10K
$523K
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
8.96KNew |
$432K - $508K
|
8.96K
$467K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
8.85K+ 0.4% |
$427K - $502K
|
2.22M
$116M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.84K+ 64.66% |
$426K - $501K
|
22.5K
$1.17M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
8.82K+ 2.4% |
$426K - $500K
|
376K
$19.6M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
8.5K+ 20.0% |
$410K - $482K
|
51K
$2.66M
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
8.49K+ 16.13% |
$410K - $481K
|
61.1K
$3.18M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.42KNew |
$406K - $478K
|
8.42K
$439K
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.23KNew |
$397K - $467K
|
8.23K
$429K
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.99K+ 5.58% |
$386K - $453K
|
151K
$7.87M
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.98K+ 0.79% |
$385K - $452K
|
1.02M
$53.3M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.46K+ 52.68% |
$360K - $423K
|
21.6K
$1.13M
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
7.19K+ 44.71% |
$347K - $408K
|
23.3K
$1.21M
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7.01KNew |
$338K - $397K
|
7.01K
$365K
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.67K+ 143.38% |
$322K - $378K
|
11.3K
$590K
|
|
Apr 25, 2022
Q1 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
6.64K+ 53.11% |
$320K - $376K
|
19.1K
$997K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
6.64K+ 2.04% |
$320K - $376K
|
332K
$17.3M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.54KNew |
$315K - $371K
|
6.54K
$340K
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.33K+ 14.18% |
$306K - $359K
|
51K
$2.66M
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
6.25K+ 35.3% |
$302K - $354K
|
24K
$1.25M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.09KNew |
$294K - $345K
|
6.09K
$317K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.06KNew |
$292K - $343K
|
6.06K
$316K
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.92KNew |
$286K - $336K
|
5.92K
$308K
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
5.9K+ 15.3% |
$285K - $335K
|
44.5K
$2.32M
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.86K+ 45.05% |
$283K - $332K
|
18.9K
$983K
|
|
Apr 26, 2022
Q1 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
5.84KNew |
$282K - $331K
|
5.84K
$304K
|
|
Apr 25, 2022
Q1 2022
|
Wealth Cmt
|
BUY
|
- |
5.82K+ 15.72% |
$281K - $330K
|
42.9K
$2.23M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.65KNew |
$273K - $320K
|
5.65K
$294K
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.3K+ 62.95% |
$256K - $301K
|
13.7K
$715K
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
5.02KNew |
$242K - $284K
|
5.02K
$261K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.87KNew |
$235K - $276K
|
4.87K
$254K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.76KNew |
$230K - $270K
|
4.76K
$248K
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
4.68K+ 12.45% |
$226K - $265K
|
42.3K
$2.2M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.6KNew |
$222K - $261K
|
4.6K
$239K
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
4.2K+ 37.32% |
$203K - $238K
|
15.4K
$805K
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
4.14KNew |
$200K - $235K
|
4.14K
$216K
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
4.05KNew |
$195K - $230K
|
4.05K
$211K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.01KNew |
$193K - $227K
|
4.01K
$209K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.93KNew |
$190K - $223K
|
3.93K
$205K
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.88K+ 2.51% |
$187K - $220K
|
158K
$8.25M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.8KNew |
$183K - $216K
|
3.8K
$198K
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
3.76K+ 5.81% |
$182K - $213K
|
68.5K
$3.57M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.66K+ 2.23% |
$176K - $207K
|
167K
$8.72M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.64K+ 31.41% |
$176K - $207K
|
15.2K
$794K
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$174K - $204K
|
3.6K
$188K
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.58K+ 3.91% |
$173K - $203K
|
95K
$4.95M
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.57K+ 12.53% |
$172K - $202K
|
32K
$1.67M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.43K+ 44.89% |
$165K - $194K
|
11.1K
$576K
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.31K+ 4.38% |
$160K - $188K
|
78.9K
$4.11M
|