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 |
---|---|---|---|---|---|---|---|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
2+ 0.07% |
$164 - $203
|
2.97K
$360K
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2+ 0.77% |
$164 - $203
|
261
$31.6K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$164 - $203
|
9.23K
$1.12M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.26% |
$81.9 - $101
|
380
$46.1K
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$81.9 - $101
|
7.15K
$867K
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.03% |
$81.9 - $101
|
3.31K
$402K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$81.9 - $101
|
4
$485
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
SELL
|
- |
-1- 0.02% |
$81.9 - $101
|
6.19K
$751K
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$81.9 - $101
|
6.39K
$775K
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3Closed |
$246 - $304
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5- 0.78% |
$410 - $507
|
636
$77.1K
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-10- 25.0% |
$819 - $1.01K
|
30
$3.64K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13- 0.07% |
$1.07K - $1.32K
|
18.6K
$2.25M
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-16- 1.03% |
$1.31K - $1.62K
|
1.54K
$187K
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-24- 0.29% |
$1.97K - $2.43K
|
8.27K
$1M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-26- 0.12% |
$2.13K - $2.64K
|
21.3K
$2.58M
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-36- 0.06% |
$2.95K - $3.65K
|
59.5K
$7.2M
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-37- 0.53% |
$3.03K - $3.75K
|
6.97K
$844K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-45- 3.6% |
$3.69K - $4.56K
|
1.21K
$146K
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-46- 0.1% |
$3.77K - $4.66K
|
46.9K
$5.68M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-50Closed |
$4.1K - $5.07K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-51- 1.65% |
$4.18K - $5.17K
|
3.05K
$369K
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-54- 1.93% |
$4.42K - $5.48K
|
2.74K
$333K
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-64- 1.08% |
$5.24K - $6.49K
|
5.85K
$709K
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-65- 2.33% |
$5.33K - $6.59K
|
2.72K
$330K
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-72- 5.49% |
$5.9K - $7.3K
|
1.24K
$150K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-72- 3.52% |
$5.9K - $7.3K
|
1.97K
$239K
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-76- 2.75% |
$6.23K - $7.71K
|
2.69K
$326K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-79- 2.92% |
$6.47K - $8.01K
|
2.62K
$318K
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-80Closed |
$6.55K - $8.11K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-80- 1.41% |
$6.55K - $8.11K
|
5.59K
$677K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-84- 1.23% |
$6.88K - $8.52K
|
6.76K
$819K
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-90- 3.85% |
$7.37K - $9.13K
|
2.25K
$273K
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100Closed |
$8.19K - $10.1K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-104- 1.6% |
$8.52K - $10.5K
|
6.41K
$777K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-106- 1.27% |
$8.68K - $10.7K
|
8.22K
$996K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-109- 80.74% |
$8.93K - $11.1K
|
26
$3.15K
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-116- 3.74% |
$9.5K - $11.8K
|
2.99K
$362K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-127- 4.63% |
$10.4K - $12.9K
|
2.62K
$317K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-134- 4.39% |
$11K - $13.6K
|
2.92K
$353K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-137- 3.15% |
$11.2K - $13.9K
|
4.22K
$511K
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-148- 2.92% |
$12.1K - $15K
|
4.92K
$596K
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-155- 1.84% |
$12.7K - $15.7K
|
8.25K
$1M
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-191- 2.01% |
$15.6K - $19.4K
|
9.31K
$1.13M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-218- 2.37% |
$17.9K - $22.1K
|
8.97K
$1.09M
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-220- 0.08% |
$18K - $22.3K
|
269K
$32.6M
|
|
Aug 09, 2022
Q2 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-232- 2.11% |
$19K - $23.5K
|
10.8K
$1.31M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-241- 0.49% |
$19.7K - $24.4K
|
49.3K
$5.97M
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-243- 0.95% |
$19.9K - $24.6K
|
25.2K
$3.05M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-249- 4.51% |
$20.4K - $25.2K
|
5.27K
$639K
|