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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-185- 56.75% |
$8.93K - $10.5K
|
141
$7.35K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-209- 23.12% |
$10.1K - $11.9K
|
695
$36.2K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-240- 2.54% |
$11.6K - $13.6K
|
9.21K
$480K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-241- 0.15% |
$11.6K - $13.7K
|
160K
$8.33M
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
SELL
|
- |
-300- 0.64% |
$14.5K - $17K
|
46.9K
$2.44M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-324- 6.57% |
$15.6K - $18.4K
|
4.61K
$240K
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-334- 1.75% |
$16.1K - $18.9K
|
18.8K
$979K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-375- 0.88% |
$18.1K - $21.3K
|
42.2K
$2.2M
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-381- 8.63% |
$18.4K - $21.6K
|
4.04K
$210K
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-400- 9.05% |
$19.3K - $22.7K
|
4.02K
$210K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-410- 25.77% |
$19.8K - $23.2K
|
1.18K
$61.5K
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-500- 3.85% |
$24.1K - $28.4K
|
12.5K
$650K
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-511- 53.79% |
$24.7K - $29K
|
439
$22.9K
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-521- 1.65% |
$25.1K - $29.5K
|
31.1K
$1.62M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-580- 6.87% |
$28K - $32.9K
|
7.86K
$410K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-588- 7.54% |
$28.4K - $33.3K
|
7.21K
$376K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-600Closed |
$29K - $34K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-643- 1.18% |
$31K - $36.5K
|
53.8K
$2.8M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-694- 0.46% |
$33.5K - $39.3K
|
149K
$7.74M
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-831- 8.78% |
$40.1K - $47.1K
|
8.63K
$450K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-844- 0.61% |
$40.7K - $47.9K
|
138K
$7.21M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.02K- 15.49% |
$49.3K - $57.9K
|
5.57K
$290K
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.06K- 1.55% |
$51.3K - $60.3K
|
67.5K
$3.52M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.17K- 6.44% |
$56.4K - $66.3K
|
17K
$885K
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.22K- 10.45% |
$59K - $69.3K
|
10.5K
$546K
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.23K- 23.51% |
$59.3K - $69.6K
|
4K
$208K
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.24K- 4.16% |
$59.7K - $70.1K
|
28.5K
$1.49M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.25KClosed |
$60.4K - $71K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.29K- 24.01% |
$62.1K - $72.9K
|
4.07K
$212K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.31KClosed |
$63K - $74.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.34K- 2.18% |
$64.6K - $75.9K
|
59.9K
$3.12M
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.36K- 10.01% |
$65.5K - $76.9K
|
12.2K
$636K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.52K- 1.26% |
$73.3K - $86.1K
|
119K
$6.19M
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.75K- 19.42% |
$84.4K - $99.1K
|
7.25K
$378K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.86K- 2.89% |
$89.8K - $105K
|
62.6K
$3.26M
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.86K- 2.89% |
$89.8K - $105K
|
62.6K
$3.26M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.98K- 32.44% |
$95.3K - $112K
|
4.11K
$214K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.15K- 12.56% |
$104K - $122K
|
14.9K
$778K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.2K- 0.85% |
$106K - $125K
|
258K
$13.4M
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.21K- 22.16% |
$107K - $125K
|
7.76K
$404K
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.23K- 19.57% |
$108K - $126K
|
9.17K
$478K
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-2.4K- 8.51% |
$116K - $136K
|
25.8K
$1.34M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.51K- 12.85% |
$121K - $142K
|
17K
$885K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.53K- 3.45% |
$122K - $143K
|
70.8K
$3.69M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.65K- 2.29% |
$128K - $150K
|
113K
$5.89M
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.68K- 35.34% |
$129K - $152K
|
4.9K
$255K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.69K- 5.43% |
$130K - $152K
|
46.8K
$2.44M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.81K- 14.97% |
$135K - $159K
|
15.9K
$831K
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.87K- 19.43% |
$139K - $163K
|
11.9K
$621K
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3KClosed |
$145K - $170K
|
0
$0
|