Purchases and Sales Made in Q2 2022 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.8K+ 75.77% |
$3.26M - $4.03M
|
92.3K
$11.3M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.1K+ 30.48% |
$3.12M - $3.86M
|
163K
$19.9M
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
36.6KNew |
$3M - $3.71M
|
36.6K
$4.47M
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
35.5KNew |
$2.91M - $3.6M
|
35.5K
$4.34M
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
35KNew |
$2.87M - $3.55M
|
35K
$4.27M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
33.3KNew |
$2.73M - $3.38M
|
33.3K
$4.07M
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
33.2K+ 38.1% |
$2.72M - $3.36M
|
120K
$14.7M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32.9K+ 198.47% |
$2.7M - $3.34M
|
49.5K
$6.05M
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
32.6K+ 137.87% |
$2.67M - $3.31M
|
56.3K
$6.87M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
32.5K+ 10.48% |
$2.66M - $3.3M
|
343K
$41.8M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.8K+ 262.34% |
$2.52M - $3.12M
|
42.5K
$5.19M
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
30.6K+ 1697.5% |
$2.5M - $3.1M
|
32.4K
$3.95M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.7K+ 26.11% |
$2.35M - $2.91M
|
139K
$16.9M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
27.8KNew |
$2.28M - $2.82M
|
27.8K
$3.39M
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
25.2KNew |
$2.07M - $2.56M
|
25.2K
$3.08M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.2K+ 70.67% |
$1.98M - $2.45M
|
58.3K
$7.12M
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
22.2KNew |
$1.82M - $2.25M
|
22.2K
$2.71M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.7K+ 146.31% |
$1.78M - $2.2M
|
36.6K
$4.46M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20.5K+ 7.25% |
$1.68M - $2.08M
|
303K
$37M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
20.3KNew |
$1.67M - $2.06M
|
20.3K
$2.48M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.7K+ 1054.7% |
$1.62M - $2M
|
21.6K
$2.64M
|
|
Aug 01, 2022
Q2 2022
|
St. Louis Trust CO
|
BUY
|
- |
19.5K+ 65.26% |
$1.6M - $1.98M
|
49.4K
$6.03M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
18.5K+ 17.88% |
$1.51M - $1.87M
|
122K
$14.9M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
18.3K+ 5.19% |
$1.5M - $1.86M
|
371K
$45.3M
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
BUY
|
- |
17.5K+ 72.67% |
$1.43M - $1.77M
|
41.6K
$5.08M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17.3K+ 4113.3% |
$1.42M - $1.76M
|
17.7K
$2.17M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17.2KNew |
$1.41M - $1.75M
|
17.2K
$2.1M
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
16.7K+ 62.86% |
$1.37M - $1.69M
|
43.3K
$5.29M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
16.7K+ 5.11% |
$1.37M - $1.69M
|
343K
$41.9M
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16.1KNew |
$1.32M - $1.63M
|
16.1K
$1.96M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16K+ 4.46% |
$1.31M - $1.63M
|
376K
$45.9M
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
15.9K+ 16.57% |
$1.3M - $1.61M
|
112K
$13.6M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.6K+ 522.07% |
$1.28M - $1.58M
|
18.5K
$2.26M
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14.9K+ 592.1% |
$1.22M - $1.51M
|
17.4K
$2.13M
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
13.5K+ 141.75% |
$1.11M - $1.37M
|
23.1K
$2.82M
|
|
Aug 15, 2022
Q2 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
13.4KNew |
$1.1M - $1.36M
|
13.4K
$1.63M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
13.4K+ 9.64% |
$1.09M - $1.35M
|
152K
$18.5M
|
|
Jul 21, 2022
Q2 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
13.1K+ 21.48% |
$1.08M - $1.33M
|
74.2K
$9.06M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
12.5K+ 15.03% |
$1.03M - $1.27M
|
96K
$11.7M
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
12.4K+ 1.43% |
$1.02M - $1.26M
|
881K
$108M
|
|
Aug 16, 2022
Q2 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.3K+ 13.42% |
$927K - $1.15M
|
95.6K
$11.7M
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
11.3K+ 136.4% |
$924K - $1.14M
|
19.5K
$2.39M
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10.6KNew |
$865K - $1.07M
|
10.6K
$1.29M
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
10.4K+ 80.01% |
$850K - $1.05M
|
23.3K
$2.85M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.1KNew |
$823K - $1.02M
|
10.1K
$1.23M
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
10K+ 783.68% |
$822K - $1.02M
|
11.3K
$1.38M
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
9.88K+ 35.71% |
$809K - $1M
|
37.5K
$4.58M
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
9.49K+ 9.22% |
$777K - $962K
|
112K
$13.7M
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
9.14KNew |
$749K - $926K
|
9.14K
$1.12M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.97KNew |
$735K - $910K
|
8.97K
$1.1M
|