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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
272New |
$10.8K - $12.8K
|
272
$14.6K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
237+ 3.06% |
$9.41K - $11.2K
|
7.98K
$428K
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
222+ 0.54% |
$8.81K - $10.5K
|
41.7K
$2.24M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
220+ 50.81% |
$8.73K - $10.4K
|
653
$35K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
210+ 100.0% |
$8.33K - $9.92K
|
420
$22.5K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
150+ 3.39% |
$5.95K - $7.08K
|
4.58K
$245K
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
142+ 1.02% |
$5.64K - $6.71K
|
14.1K
$756K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
140+ 18.3% |
$5.56K - $6.61K
|
905
$48.5K
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
135+ 1.94% |
$5.36K - $6.38K
|
7.11K
$381K
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
119+ 0.84% |
$4.72K - $5.62K
|
14.3K
$764K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
101+ 0.43% |
$4.01K - $4.77K
|
23.7K
$1.27M
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
64+ 0.83% |
$2.54K - $3.02K
|
7.76K
$416K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
50New |
$1.98K - $2.36K
|
50
$2.68K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
46New |
$1.83K - $2.17K
|
46
$2.47K
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
45+ 0.09% |
$1.79K - $2.13K
|
50.7K
$2.72M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
27New |
$1.07K - $1.28K
|
27
$1.45K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
24New |
$953 - $1.13K
|
24
$1.29K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12+ 0.81% |
$476 - $567
|
1.49K
$79.7K
|
|
Feb 15, 2023
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12+ 0.81% |
$476 - $567
|
1.49K
$79.7K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.87% |
$437 - $520
|
1.28K
$68.4K
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 0.75% |
$119 - $142
|
402
$21.5K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.6% |
$79.4 - $94.5
|
335
$18K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2+ 0.04% |
$79.4 - $94.5
|
5.21K
$279K
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.63% |
$39.7 - $47.2
|
161
$8.63K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.27% |
$39.7 - $47.2
|
375
$20.1K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-1- 0.1% |
$39.7 - $47.2
|
959
$51.4K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-26- 0.19% |
$1.03K - $1.23K
|
14K
$749K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-29- 1.81% |
$1.15K - $1.37K
|
1.57K
$84.4K
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 0.66% |
$1.98K - $2.36K
|
7.51K
$402K
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-54- 0.71% |
$2.14K - $2.55K
|
7.51K
$402K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-66- 1.18% |
$2.62K - $3.12K
|
5.53K
$296K
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-74- 0.29% |
$2.94K - $3.5K
|
25.6K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 0.31% |
$2.98K - $3.54K
|
23.9K
$1.28M
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-77- 1.1% |
$3.06K - $3.64K
|
6.95K
$372K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-111- 27.68% |
$4.41K - $5.24K
|
290
$15.5K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-114- 0.15% |
$4.52K - $5.38K
|
75.4K
$4.04M
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-128- 0.23% |
$5.08K - $6.05K
|
56.7K
$3.04M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-150- 2.81% |
$5.95K - $7.08K
|
5.19K
$278K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-151- 0.67% |
$5.99K - $7.13K
|
22.3K
$1.19M
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-186- 52.99% |
$7.38K - $8.78K
|
165
$8.84K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-210- 7.64% |
$8.33K - $9.92K
|
2.54K
$136K
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-221- 2.88% |
$8.77K - $10.4K
|
7.46K
$400K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-240- 0.65% |
$9.53K - $11.3K
|
36.9K
$1.98M
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-300- 3.74% |
$11.9K - $14.2K
|
7.72K
$414K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-385- 22.23% |
$15.3K - $18.2K
|
1.35K
$72.2K
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-395- 2.23% |
$15.7K - $18.7K
|
17.3K
$927K
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-462- 1.72% |
$18.3K - $21.8K
|
26.5K
$1.42M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-469- 6.64% |
$18.6K - $22.2K
|
6.59K
$353K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-500- 13.1% |
$19.8K - $23.6K
|
3.32K
$178K
|