Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8.54K+ 4.95% |
$339K - $403K
|
181K
$9.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.29K+ 15.35% |
$329K - $391K
|
62.3K
$3.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
8.19K+ 82.14% |
$325K - $387K
|
18.2K
$980K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
8.16K+ 1.18% |
$324K - $385K
|
702K
$37.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.08K+ 8.07% |
$321K - $382K
|
108K
$5.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.99KNew |
$317K - $377K
|
7.99K
$431K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.95KNew |
$316K - $376K
|
7.95K
$429K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
7.58KNew |
$301K - $358K
|
7.58K
$409K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
7.1K+ 5.8% |
$282K - $335K
|
129K
$6.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.09KNew |
$281K - $335K
|
7.09K
$383K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7KNew |
$278K - $331K
|
7K
$378K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
6.94KNew |
$275K - $328K
|
6.94K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
6.83KNew |
$271K - $323K
|
6.83K
$369K
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.69K+ 59.14% |
$265K - $316K
|
18K
$971K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
6.56KNew |
$260K - $310K
|
6.56K
$354K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.53K+ 9.31% |
$259K - $308K
|
76.6K
$4.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.51KNew |
$258K - $307K
|
6.51K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6.39KNew |
$254K - $302K
|
6.39K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.08KNew |
$241K - $287K
|
6.08K
$328K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.08KNew |
$241K - $287K
|
6.08K
$328K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.03K+ 197.54% |
$239K - $285K
|
9.08K
$490K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.69KNew |
$226K - $269K
|
5.69K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
5.6KNew |
$222K - $264K
|
5.6K
$302K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.45KNew |
$216K - $257K
|
5.45K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.36K+ 43.33% |
$213K - $253K
|
17.7K
$957K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
5.31K+ 90.45% |
$211K - $251K
|
11.2K
$603K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
5.27K+ 18.21% |
$209K - $249K
|
34.2K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.99KNew |
$198K - $236K
|
4.99K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.99KNew |
$198K - $235K
|
4.99K
$269K
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.84KNew |
$192K - $229K
|
4.84K
$261K
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.83KNew |
$192K - $228K
|
4.83K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.79KNew |
$190K - $226K
|
4.79K
$259K
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
BUY
|
- |
4.76KNew |
$189K - $225K
|
4.76K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
4.72KNew |
$187K - $223K
|
4.72K
$255K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.72KNew |
$187K - $223K
|
4.72K
$255K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.68KNew |
$186K - $221K
|
4.68K
$253K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
4.67KNew |
$185K - $221K
|
4.67K
$252K
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
4.53KNew |
$180K - $214K
|
4.53K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.52KNew |
$180K - $214K
|
4.52K
$244K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.51KNew |
$179K - $213K
|
4.51K
$243K
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
4.43KNew |
$176K - $209K
|
4.43K
$239K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.08KNew |
$162K - $193K
|
4.08K
$220K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
4.01KNew |
$159K - $190K
|
4.01K
$217K
|
|
|
Feb 13, 2023
Q4 2022
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
4K+ 12.58% |
$159K - $189K
|
35.8K
$1.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.74K+ 4.95% |
$148K - $176K
|
79.3K
$4.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3.61K+ 3605.0% |
$143K - $170K
|
3.71K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.41K+ 41.53% |
$135K - $161K
|
11.6K
$627K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.93KNew |
$116K - $138K
|
2.93K
$158K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.93K+ 41.38% |
$116K - $138K
|
10K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.61KNew |
$104K - $123K
|
2.61K
$141K
|