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 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.41K- 8.94% |
$222K - $256K
|
24.6K
$3M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.51K- 49.36% |
$231K - $267K
|
2.58K
$314K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.59KClosed |
$239K - $276K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.64K- 35.67% |
$243K - $280K
|
4.75K
$580K
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.8K- 4.35% |
$258K - $298K
|
61.5K
$7.51M
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2.88K- 3.2% |
$265K - $306K
|
87.1K
$10.6M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.97K- 16.67% |
$273K - $316K
|
14.8K
$1.81M
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-3K- 2.2% |
$276K - $319K
|
133K
$16.3M
|
|
May 13, 2022
Q1 2022
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-3.06K- 91.28% |
$282K - $325K
|
292
$35.6K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.15K- 6.03% |
$290K - $335K
|
49.1K
$5.99M
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.28K- 5.27% |
$302K - $349K
|
58.9K
$7.19M
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-3.31K- 1.02% |
$305K - $352K
|
320K
$39M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.33K- 60.74% |
$306K - $354K
|
2.15K
$262K
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.51K- 10.29% |
$323K - $373K
|
30.6K
$3.73M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.52KClosed |
$324K - $374K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.65K- 22.35% |
$336K - $388K
|
12.7K
$1.55M
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4K- 4.03% |
$368K - $425K
|
95.1K
$11.6M
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4.08K- 27.68% |
$375K - $433K
|
10.6K
$1.3M
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-4.14KClosed |
$381K - $440K
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.3K- 53.92% |
$396K - $457K
|
3.67K
$448K
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.36K- 14.84% |
$402K - $464K
|
25K
$3.05M
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.38K- 5.43% |
$404K - $466K
|
76.3K
$9.32M
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-4.39K- 89.99% |
$404K - $467K
|
488
$59.6K
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-4.42K- 59.86% |
$407K - $470K
|
2.97K
$362K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.59K- 3.59% |
$423K - $488K
|
123K
$15M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.69KClosed |
$432K - $499K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-4.79K- 12.93% |
$441K - $509K
|
32.3K
$3.94M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.94K- 13.01% |
$455K - $525K
|
33K
$4.03M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5.58KClosed |
$514K - $593K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.63K- 43.71% |
$518K - $599K
|
7.25K
$885K
|
|
May 02, 2022
Q1 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-6.16K- 17.82% |
$568K - $655K
|
28.4K
$3.47M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.29K- 15.07% |
$580K - $669K
|
35.5K
$4.33M
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-6.4K- 0.62% |
$590K - $681K
|
1.03M
$125M
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
SELL
|
- |
-6.43KClosed |
$593K - $684K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.71K- 13.65% |
$618K - $713K
|
42.4K
$5.18M
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-6.82K- 90.15% |
$629K - $726K
|
746
$91.1K
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-6.85KClosed |
$631K - $728K
|
0
$0
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6.92K- 50.5% |
$638K - $736K
|
6.78K
$828K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.93K- 2.69% |
$638K - $736K
|
251K
$30.6M
|
|
Apr 28, 2022
Q1 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-7.01K- 46.9% |
$646K - $745K
|
7.93K
$968K
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-7.05K- 50.16% |
$649K - $750K
|
7.01K
$855K
|
|
May 16, 2022
Q1 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-7.2KClosed |
$663K - $766K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-7.27K- 47.6% |
$670K - $773K
|
8K
$977K
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-7.39K- 57.24% |
$681K - $786K
|
5.52K
$674K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.6K- 33.33% |
$700K - $808K
|
15.2K
$1.85M
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.61K- 27.46% |
$700K - $809K
|
20.1K
$2.45M
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.8K- 10.16% |
$718K - $829K
|
68.9K
$8.41M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.81K- 10.44% |
$720K - $831K
|
67.1K
$8.19M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.85KClosed |
$723K - $835K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-8.34K- 27.22% |
$768K - $886K
|
22.3K
$2.72M
|