Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
341+ 45.23% |
$15.1K - $18.1K
|
1.1K
$59.1K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
319New |
$14.2K - $17K
|
319
$17.2K
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
BUY
|
- |
275+ 0.49% |
$12.2K - $14.6K
|
56.8K
$3.07M
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
224New |
$9.94K - $11.9K
|
224
$12.1K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
173+ 1.33% |
$7.67K - $9.2K
|
13.1K
$709K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
160+ 1.9% |
$7.1K - $8.51K
|
8.58K
$463K
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
145New |
$6.43K - $7.71K
|
145
$7.83K
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
140+ 1.85% |
$6.21K - $7.45K
|
7.69K
$415K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
131+ 1.89% |
$5.81K - $6.97K
|
7.06K
$381K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
127+ 1.85% |
$5.63K - $6.76K
|
7K
$378K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
125New |
$5.55K - $6.65K
|
125
$6.75K
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
125+ 1.71% |
$5.55K - $6.65K
|
7.44K
$402K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
118+ 0.67% |
$5.23K - $6.28K
|
17.7K
$954K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
113+ 1.57% |
$5.01K - $6.01K
|
7.32K
$395K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
104+ 1.86% |
$4.61K - $5.53K
|
5.69K
$307K
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
91+ 0.13% |
$4.04K - $4.84K
|
67.6K
$3.65M
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
85+ 1.85% |
$3.77K - $4.52K
|
4.68K
$253K
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
73+ 1.35% |
$3.24K - $3.88K
|
5.48K
$296K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70+ 0.04% |
$3.11K - $3.72K
|
160K
$8.64M
|
|
Jul 13, 2022
Q2 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
67+ 0.61% |
$2.97K - $3.56K
|
11K
$596K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
60+ 0.22% |
$2.66K - $3.19K
|
27.6K
$1.49M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
58+ 2.48% |
$2.57K - $3.09K
|
2.4K
$130K
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
45+ 0.83% |
$2K - $2.39K
|
5.47K
$295K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
40+ 1.05% |
$1.77K - $2.13K
|
3.84K
$207K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34+ 0.74% |
$1.51K - $1.81K
|
4.64K
$250K
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30+ 1.93% |
$1.33K - $1.6K
|
1.58K
$85.5K
|
|
Jul 25, 2022
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30+ 1.93% |
$1.33K - $1.6K
|
1.58K
$85.5K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
30+ 1.91% |
$1.33K - $1.6K
|
1.6K
$86.5K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
23+ 1.85% |
$1.02K - $1.22K
|
1.27K
$68.3K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15+ 0.05% |
$665 - $798
|
32.7K
$1.76M
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 1.79% |
$311 - $372
|
399
$21.5K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3+ 0.06% |
$133 - $160
|
5.21K
$281K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
3+ 1.91% |
$133 - $160
|
160
$8.64K
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 3.28% |
$88.7 - $106
|
63
$3.4K
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 2.33% |
$88.7 - $106
|
88
$4.75K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$44.4 - $53.2
|
2
$108
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1- 0.27% |
$44.4 - $53.2
|
374
$20.2K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16- 0.01% |
$710 - $851
|
144K
$7.79M
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-24Closed |
$1.06K - $1.28K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-37- 0.47% |
$1.64K - $1.97K
|
7.88K
$426K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47- 0.72% |
$2.08K - $2.5K
|
6.44K
$347K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-49- 1.03% |
$2.17K - $2.61K
|
4.71K
$254K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55- 12.06% |
$2.44K - $2.93K
|
401
$21.6K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-69- 0.04% |
$3.06K - $3.67K
|
167K
$9.03M
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-80- 1.77% |
$3.55K - $4.26K
|
4.43K
$239K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-91- 0.12% |
$4.04K - $4.84K
|
77.5K
$4.18M
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-134- 1.73% |
$5.94K - $7.13K
|
7.63K
$412K
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-160- 0.75% |
$7.1K - $8.51K
|
21.1K
$1.14M
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-164- 0.27% |
$7.28K - $8.72K
|
61K
$3.29M
|