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 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-794- 20.29% |
$73.1K - $84.4K
|
3.12K
$378K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-800- 12.07% |
$73.7K - $85.1K
|
5.83K
$706K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-804- 8.01% |
$74.1K - $85.5K
|
9.23K
$1.12M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-866- 6.4% |
$79.8K - $92.1K
|
12.7K
$1.53M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-879- 4.6% |
$81K - $93.5K
|
18.2K
$2.21M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-904- 1.31% |
$83.3K - $96.1K
|
68K
$8.24M
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-990- 14.9% |
$91.2K - $105K
|
5.66K
$685K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1K- 3.5% |
$92.1K - $106K
|
27.6K
$3.34M
|
|
|
May 13, 2022
Q1 2022
|
Mackay Shields LLC
|
SELL
|
- |
-1.01K- 21.49% |
$93.3K - $108K
|
3.7K
$448K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.01K- 18.71% |
$93.4K - $108K
|
4.41K
$534K
|
|
|
Apr 11, 2022
Q1 2022
|
Sarasin & Partners LLP
|
SELL
|
- |
-1.1K- 0.08% |
$101K - $117K
|
1.3M
$158M
|
|
|
May 10, 2022
Q1 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.1K- 17.49% |
$101K - $117K
|
5.19K
$629K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.1K- 9.26% |
$101K - $117K
|
10.8K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.1K- 10.68% |
$102K - $117K
|
9.23K
$1.12M
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.17K- 4.69% |
$107K - $124K
|
23.7K
$2.87M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.22K- 4.5% |
$112K - $130K
|
25.9K
$3.13M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.25K- 8.46% |
$115K - $133K
|
13.6K
$1.64M
|
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.27K- 3.85% |
$117K - $135K
|
31.6K
$3.83M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.27K- 1.67% |
$117K - $135K
|
75.1K
$9.1M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-1.29K- 3.31% |
$119K - $137K
|
37.7K
$4.57M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.3K- 20.49% |
$120K - $138K
|
5.05K
$612K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 14.36% |
$121K - $140K
|
7.83K
$949K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.33K- 33.34% |
$123K - $142K
|
2.66K
$322K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.34K- 50.0% |
$123K - $142K
|
1.34K
$162K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.36KClosed |
$125K - $145K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.39K- 3.95% |
$128K - $147K
|
33.7K
$4.09M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.41K- 0.49% |
$129K - $149K
|
286K
$34.7M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-1.48K- 36.11% |
$136K - $157K
|
2.62K
$317K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.51K- 2.51% |
$139K - $161K
|
58.7K
$7.12M
|
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.52K- 0.49% |
$140K - $162K
|
311K
$37.7M
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.53K- 1.95% |
$141K - $163K
|
77.3K
$9.36M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.56K- 22.49% |
$144K - $166K
|
5.39K
$653K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.59K- 32.51% |
$146K - $169K
|
3.29K
$399K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-1.61K- 0.08% |
$148K - $171K
|
1.95M
$236M
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-1.64K- 17.1% |
$151K - $174K
|
7.93K
$961K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.68K- 20.83% |
$155K - $179K
|
6.39K
$775K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.84K- 0.2% |
$169K - $195K
|
940K
$114M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-1.88K- 1.11% |
$173K - $200K
|
167K
$20.3M
|
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.89K- 21.22% |
$174K - $201K
|
7.03K
$852K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.91KClosed |
$176K - $203K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.92KClosed |
$177K - $204K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 6.6% |
$177K - $204K
|
27.2K
$3.3M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.94K- 47.44% |
$178K - $206K
|
2.14K
$260K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2K- 16.83% |
$184K - $212K
|
9.87K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-2KClosed |
$184K - $213K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.01K- 17.95% |
$185K - $214K
|
9.19K
$1.11M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.02K- 35.13% |
$186K - $215K
|
3.74K
$453K
|
|
|
Apr 14, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.08K- 91.12% |
$192K - $221K
|
203
$24.6K
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.13KClosed |
$196K - $226K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.25K- 3.71% |
$207K - $239K
|
58.5K
$7.09M
|