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
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
224+ 0.24% |
$18.4K - $22.7K
|
95.3K
$11.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
BUY
|
- |
176+ 5.68% |
$14.4K - $17.8K
|
3.27K
$399K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
158+ 6.03% |
$12.9K - $16K
|
2.78K
$339K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
157+ 1.6% |
$12.9K - $15.9K
|
10K
$1.22M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
154+ 1.04% |
$12.6K - $15.6K
|
15K
$1.83M
|
|
|
Jul 12, 2022
Q2 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
140+ 0.35% |
$11.5K - $14.2K
|
39.6K
$4.84M
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
136+ 1.37% |
$11.1K - $13.8K
|
10.1K
$1.23M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
116+ 0.73% |
$9.5K - $11.8K
|
16.1K
$1.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
113+ 116.49% |
$9.26K - $11.5K
|
210
$25.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
106New |
$8.68K - $10.7K
|
106
$12.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
105+ 0.62% |
$8.6K - $10.6K
|
17K
$2.07M
|
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
100+ 1.01% |
$8.19K - $10.1K
|
10K
$1.22M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
91+ 0.89% |
$7.46K - $9.23K
|
10.3K
$1.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
87+ 0.42% |
$7.13K - $8.82K
|
20.7K
$2.53M
|
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
87+ 1.51% |
$7.13K - $8.82K
|
5.87K
$716K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
83+ 0.64% |
$6.8K - $8.42K
|
13K
$1.59M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
79+ 3.44% |
$6.47K - $8.01K
|
2.37K
$290K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
76+ 0.38% |
$6.23K - $7.71K
|
19.8K
$2.42M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
74+ 1.84% |
$6.06K - $7.5K
|
4.09K
$500K
|
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
69+ 5.12% |
$5.65K - $7K
|
1.42K
$173K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
59+ 0.97% |
$4.83K - $5.98K
|
6.13K
$749K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
53New |
$4.34K - $5.37K
|
53
$6.47K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
52+ 0.71% |
$4.26K - $5.27K
|
7.36K
$899K
|
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
49+ 0.93% |
$4.01K - $4.97K
|
5.33K
$650K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
46+ 1.07% |
$3.77K - $4.66K
|
4.33K
$528K
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
BUY
|
- |
43+ 1.37% |
$3.52K - $4.36K
|
3.17K
$387K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
36+ 0.97% |
$2.95K - $3.65K
|
3.73K
$456K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
36+ 0.58% |
$2.95K - $3.65K
|
6.2K
$756K
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
34+ 0.1% |
$2.79K - $3.45K
|
33.5K
$4.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
28+ 1.84% |
$2.29K - $2.84K
|
1.55K
$189K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.98% |
$2.05K - $2.54K
|
2.58K
$315K
|
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
24+ 0.9% |
$1.97K - $2.43K
|
2.71K
$330K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20+ 0.07% |
$1.64K - $2.03K
|
27.6K
$3.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
19+ 0.14% |
$1.56K - $1.93K
|
13.3K
$1.62M
|
|
|
Jul 08, 2022
Q2 2022
|
New Capital Management LP
|
BUY
|
- |
16+ 0.13% |
$1.31K - $1.62K
|
12.4K
$1.52M
|
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
BUY
|
- |
16+ 0.53% |
$1.31K - $1.62K
|
3.06K
$374K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.46% |
$1.23K - $1.52K
|
3.31K
$403K
|
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
12+ 0.36% |
$983 - $1.22K
|
3.33K
$406K
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11+ 0.02% |
$901 - $1.12K
|
46.2K
$5.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
11+ 0.21% |
$901 - $1.12K
|
5.22K
$637K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 0.8% |
$737 - $913
|
1.14K
$139K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
8+ 0.19% |
$655 - $811
|
4.14K
$505K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.14% |
$655 - $811
|
5.87K
$716K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
7+ 0.08% |
$574 - $710
|
9.29K
$1.13M
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 1.04% |
$492 - $608
|
581
$70.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 8.33% |
$410 - $507
|
65
$7.93K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 1.17% |
$328 - $406
|
345
$42.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.15% |
$328 - $406
|
2.61K
$318K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3+ 0.06% |
$246 - $304
|
5.31K
$648K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 1.5% |
$164 - $203
|
135
$16.5K
|