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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$223K - $257K
|
2.42K
$293K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.34KNew |
$216K - $249K
|
2.34K
$284K
|
|
|
May 11, 2022
Q1 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.24KNew |
$207K - $238K
|
2.24K
$272K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
2.11K+ 18.25% |
$194K - $224K
|
13.7K
$1.66M
|
|
|
May 13, 2022
Q1 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
2.1KNew |
$193K - $223K
|
2.1K
$254K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.09KNew |
$193K - $222K
|
2.09K
$254K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.06K+ 18.99% |
$189K - $219K
|
12.9K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
2KNew |
$184K - $213K
|
2K
$242K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.96K+ 2.32% |
$180K - $208K
|
86.2K
$10.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 25.07% |
$177K - $205K
|
9.61K
$1.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.91K+ 11.06% |
$175K - $203K
|
19.1K
$2.32M
|
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.83K+ 902.46% |
$169K - $195K
|
2.04K
$247K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
1.77K+ 28.77% |
$163K - $189K
|
7.94K
$962K
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.77K+ 25.72% |
$163K - $189K
|
8.67K
$1.05M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
1.74K+ 18.55% |
$160K - $185K
|
11.1K
$1.35M
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
1.67K+ 24.92% |
$154K - $178K
|
8.37K
$1.01M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.64K+ 28.83% |
$151K - $174K
|
7.31K
$886K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.58K+ 4.6% |
$145K - $168K
|
35.9K
$4.35M
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.57K+ 4.22% |
$145K - $167K
|
38.8K
$4.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.52K+ 4.06% |
$140K - $162K
|
39.1K
$4.73M
|
|
|
Aug 05, 2022
Q1 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.51K+ 2.38% |
$139K - $161K
|
64.9K
$7.86M
|
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.41K+ 10.42% |
$130K - $150K
|
15K
$1.81M
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.33K+ 19.72% |
$123K - $142K
|
8.09K
$981K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.28K+ 3.33% |
$118K - $136K
|
39.6K
$4.8M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.28K+ 4.53% |
$117K - $136K
|
29.4K
$3.56M
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1.15K+ 27.99% |
$106K - $123K
|
5.28K
$640K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.14K+ 2.59% |
$105K - $121K
|
45.1K
$5.46M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.05K+ 4.96% |
$97.1K - $112K
|
22.3K
$2.7M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
992New |
$91.4K - $105K
|
992
$120K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
981+ 110.1% |
$90.4K - $104K
|
1.87K
$227K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
980+ 8.17% |
$90.3K - $104K
|
13K
$1.57M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
972+ 13.22% |
$89.5K - $103K
|
8.33K
$1.01M
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
928+ 12.41% |
$85.5K - $98.7K
|
8.41K
$1.02M
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
915+ 42.17% |
$84.3K - $97.3K
|
3.09K
$374K
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
867+ 5.37% |
$79.9K - $92.2K
|
17K
$2.06M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
793+ 1.45% |
$73K - $84.3K
|
55.6K
$6.74M
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
695New |
$64K - $73.9K
|
695
$84.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
643+ 1.79% |
$59.2K - $68.4K
|
36.5K
$4.42M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
640+ 0.35% |
$59K - $68.1K
|
185K
$22.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
583+ 1.35% |
$53.7K - $62K
|
43.6K
$5.29M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
574+ 25.02% |
$52.9K - $61K
|
2.87K
$348K
|
|
|
Apr 15, 2022
Q1 2022
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
540+ 0.07% |
$49.7K - $57.4K
|
789K
$95.6M
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
523+ 10.93% |
$48.2K - $55.6K
|
5.31K
$643K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
514+ 1.59% |
$47.3K - $54.7K
|
32.9K
$3.98M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
511+ 24.41% |
$47.1K - $54.3K
|
2.6K
$316K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500New |
$46.1K - $53.2K
|
500
$60.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
498New |
$45.9K - $53K
|
498
$60.4K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
495+ 2.27% |
$45.6K - $52.6K
|
22.3K
$2.71M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
485+ 1.38% |
$44.7K - $51.6K
|
35.6K
$4.31M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
421New |
$38.8K - $44.8K
|
421
$51K
|