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 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-109- 20.04% |
$10K - $11.6K
|
435
$53.1K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-110- 6.11% |
$10.1K - $11.7K
|
1.69K
$206K
|
|
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-110- 78.57% |
$10.1K - $11.7K
|
30
$3.66K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-120- 0.71% |
$11.1K - $12.8K
|
16.9K
$2.06M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-120- 0.65% |
$11.1K - $12.8K
|
18.5K
$2.26M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-129- 23.63% |
$11.9K - $13.7K
|
417
$50.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-132Closed |
$12.2K - $14K
|
0
$0
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-136- 1.35% |
$12.5K - $14.5K
|
9.91K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-138- 1.28% |
$12.7K - $14.7K
|
10.6K
$1.3M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-145- 0.18% |
$13.4K - $15.4K
|
80.8K
$9.86M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-145Closed |
$13.4K - $15.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-151- 1.59% |
$13.9K - $16.1K
|
9.37K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-157- 6.38% |
$14.5K - $16.7K
|
2.3K
$281K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-161- 3.57% |
$14.8K - $17.1K
|
4.35K
$531K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-169- 3.24% |
$15.6K - $18K
|
5.04K
$615K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-172- 2.9% |
$15.8K - $18.3K
|
5.77K
$704K
|
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-190- 6.23% |
$17.5K - $20.2K
|
2.86K
$349K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-200- 0.37% |
$18.4K - $21.3K
|
53.3K
$6.51M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200Closed |
$18.4K - $21.3K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 1.07% |
$18.4K - $21.3K
|
18.6K
$2.27M
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-200- 0.37% |
$18.4K - $21.3K
|
53.3K
$6.51M
|
|
|
Apr 08, 2022
Q1 2022
|
New Capital Management LP
|
SELL
|
- |
-205- 1.62% |
$18.9K - $21.8K
|
12.4K
$1.52M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-261- 1.79% |
$24K - $27.8K
|
14.4K
$1.75M
|
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-264- 7.38% |
$24.3K - $28.1K
|
3.32K
$405K
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-265- 8.77% |
$24.4K - $28.2K
|
2.76K
$336K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-265- 1.23% |
$24.4K - $28.2K
|
21.3K
$2.6M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-282Closed |
$26K - $30K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-300Closed |
$27.6K - $31.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-302- 0.91% |
$27.8K - $32.1K
|
32.9K
$4.02M
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-331Closed |
$30.5K - $35.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-358Closed |
$33K - $38.1K
|
0
$0
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-377- 3.51% |
$34.7K - $40.1K
|
10.4K
$1.26M
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-395- 16.6% |
$36.4K - $42K
|
1.98K
$242K
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-400- 0.82% |
$36.8K - $42.5K
|
48.5K
$5.91M
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-400- 26.67% |
$36.8K - $42.5K
|
1.1K
$134K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-442- 4.14% |
$40.7K - $47K
|
10.2K
$1.25M
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-451- 0.95% |
$41.5K - $48K
|
46.9K
$5.73M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-465Closed |
$42.8K - $49.4K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-467Closed |
$43K - $49.7K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-514- 1.14% |
$47.3K - $54.7K
|
44.6K
$5.44M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-558- 17.43% |
$51.4K - $59.3K
|
2.64K
$323K
|
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
SELL
|
- |
-613- 1.49% |
$56.5K - $65.2K
|
40.4K
$4.94M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-657- 2.34% |
$60.5K - $69.9K
|
27.4K
$3.35M
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-675Closed |
$62.2K - $71.8K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-735- 7.27% |
$67.7K - $78.2K
|
9.37K
$1.14M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-745- 12.47% |
$68.6K - $79.2K
|
5.23K
$638K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-749- 15.71% |
$69K - $79.6K
|
4.02K
$491K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-750- 6.41% |
$69.1K - $79.8K
|
11K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-788- 5.61% |
$72.6K - $83.8K
|
13.3K
$1.62M
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-794- 20.29% |
$73.1K - $84.4K
|
3.12K
$381K
|