Purchases and Sales Made in Q1 2022 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
16.5K+ 16.46% |
$1.52M - $1.76M
|
117K
$14.3M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
15.9KNew |
$1.47M - $1.69M
|
15.9K
$1.94M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14K+ 5.66% |
$1.29M - $1.49M
|
261K
$31.9M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.8K+ 18.45% |
$1.27M - $1.47M
|
88.7K
$10.8M
|
|
|
May 13, 2022
Q1 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
13.8KNew |
$1.27M - $1.46M
|
13.8K
$1.68M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.7KNew |
$1.27M - $1.46M
|
13.7K
$1.68M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
13.7K+ 28.72% |
$1.26M - $1.46M
|
61.5K
$7.5M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12.4K+ 155.83% |
$1.14M - $1.32M
|
20.4K
$2.48M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12KNew |
$1.1M - $1.27M
|
12K
$1.46M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
11.8K+ 2.19% |
$1.09M - $1.25M
|
549K
$67M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
11.5K+ 32.47% |
$1.06M - $1.23M
|
47.1K
$5.74M
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$1.05M - $1.21M
|
11.4K
$1.39M
|
|
|
May 13, 2022
Q1 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
11K+ 17.34% |
$1.02M - $1.17M
|
74.7K
$9.11M
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
9.5KNew |
$875K - $1.01M
|
9.5K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.39K+ 76.94% |
$865K - $999K
|
21.6K
$2.64M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
8.32K+ 3.8% |
$766K - $885K
|
227K
$27.7M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
8.27KNew |
$762K - $879K
|
8.27K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.06KNew |
$742K - $857K
|
8.06K
$984K
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
7.79K+ 12.81% |
$718K - $829K
|
68.6K
$8.38M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
7.6K+ 48.02% |
$700K - $808K
|
23.4K
$2.86M
|
|
|
Apr 29, 2022
Q1 2022
|
Chico Wealth Ria
|
BUY
|
- |
7.18KNew |
$661K - $763K
|
7.18K
$876K
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
6.94KNew |
$639K - $738K
|
6.94K
$847K
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
6.42K+ 5.23% |
$591K - $682K
|
129K
$15.8M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.34K+ 8.17% |
$584K - $674K
|
83.9K
$10.2M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.08KNew |
$560K - $646K
|
6.08K
$742K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.62K+ 28.42% |
$517K - $597K
|
25.4K
$3.1M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.53K+ 49.94% |
$509K - $588K
|
16.6K
$2.03M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.33K+ 2.33% |
$491K - $567K
|
234K
$28.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.13K+ 17.71% |
$472K - $545K
|
34.1K
$4.16M
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$468K - $540K
|
5.08K
$620K
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.38KNew |
$403K - $465K
|
4.38K
$534K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.28KNew |
$394K - $455K
|
4.28K
$523K
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.18K+ 18.64% |
$385K - $444K
|
26.6K
$3.25M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.64K+ 4.56% |
$336K - $387K
|
83.5K
$10.2M
|
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
BUY
|
- |
3.58KNew |
$329K - $380K
|
3.58K
$437K
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3.18K+ 56.13% |
$293K - $339K
|
8.86K
$1.08M
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
3.18KNew |
$293K - $338K
|
3.18K
$389K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.05KNew |
$281K - $325K
|
3.05K
$373K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
3.05KNew |
$281K - $324K
|
3.05K
$372K
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
3.01K+ 79.78% |
$277K - $320K
|
6.78K
$828K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.01K+ 3.19% |
$277K - $320K
|
97.4K
$11.9M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
3K+ 4.75% |
$276K - $319K
|
66K
$8.06M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
2.99KNew |
$275K - $317K
|
2.99K
$364K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.88K+ 17.25% |
$265K - $306K
|
19.5K
$2.39M
|
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.74K+ 11.27% |
$253K - $292K
|
27.1K
$3.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
2.59K+ 8348.39% |
$238K - $275K
|
2.62K
$320K
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.56KNew |
$236K - $272K
|
2.56K
$312K
|
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.54KNew |
$234K - $270K
|
2.54K
$310K
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.51K+ 35.71% |
$231K - $267K
|
9.54K
$1.16M
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.43K+ 51.37% |
$223K - $258K
|
7.15K
$873K
|