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 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-279- 4.34% |
$22.9K - $28.3K
|
6.15K
$750K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-282- 10.41% |
$23.1K - $28.6K
|
2.43K
$296K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-288- 0.22% |
$23.6K - $29.2K
|
133K
$16.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-300- 71.94% |
$24.6K - $30.4K
|
117
$14.3K
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-301- 1.37% |
$24.7K - $30.5K
|
21.7K
$2.65M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-319- 4.4% |
$26.1K - $32.3K
|
6.93K
$846K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-322- 9.42% |
$26.4K - $32.7K
|
3.1K
$378K
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-328- 1.76% |
$26.9K - $33.3K
|
18.3K
$2.24M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
SELL
|
- |
-368- 0.91% |
$30.2K - $37.3K
|
40.1K
$4.89M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-380- 0.87% |
$31.1K - $38.5K
|
43.3K
$5.28M
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-405- 11.32% |
$33.2K - $41.1K
|
3.17K
$387K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-407- 0.55% |
$33.3K - $41.3K
|
73.8K
$9.01M
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-434- 1.94% |
$35.6K - $44K
|
21.9K
$2.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-435Closed |
$35.6K - $44.1K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-440- 5.6% |
$36K - $44.6K
|
7.42K
$906K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-440- 4.46% |
$36K - $44.6K
|
9.43K
$1.15M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-451- 1.51% |
$37K - $45.7K
|
29.4K
$3.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-530- 31.36% |
$43.4K - $53.7K
|
1.16K
$142K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-533- 4.86% |
$43.7K - $54K
|
10.4K
$1.27M
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-537- 0.64% |
$44K - $54.5K
|
82.7K
$10.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-557- 9.66% |
$45.6K - $56.5K
|
5.21K
$636K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-571- 6.09% |
$46.8K - $57.9K
|
8.8K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-612- 4.03% |
$50.1K - $62.1K
|
14.6K
$1.78M
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-625- 12.3% |
$51.2K - $63.4K
|
4.46K
$544K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-632- 1.92% |
$51.8K - $64.1K
|
32.3K
$3.94M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-634Closed |
$51.9K - $64.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-695Closed |
$56.9K - $70.5K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-730- 13.08% |
$59.8K - $74K
|
4.85K
$592K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-757- 28.95% |
$62K - $76.8K
|
1.86K
$227K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-763- 3.22% |
$62.5K - $77.4K
|
22.9K
$2.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-781- 4.28% |
$64K - $79.2K
|
17.4K
$2.13M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-825- 7.43% |
$67.6K - $83.7K
|
10.3K
$1.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-853- 35.63% |
$69.9K - $86.5K
|
1.54K
$188K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-855- 4.63% |
$70.1K - $86.7K
|
17.6K
$2.15M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-855- 0.77% |
$70.1K - $86.7K
|
111K
$13.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-860- 23.51% |
$70.5K - $87.2K
|
2.8K
$342K
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-862- 1.17% |
$70.6K - $87.4K
|
72.8K
$8.89M
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-940- 13.86% |
$77K - $95.3K
|
5.84K
$713K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-963- 4.63% |
$78.9K - $97.6K
|
19.9K
$2.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-980- 18.14% |
$80.3K - $99.4K
|
4.42K
$540K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1K- 14.29% |
$81.9K - $101K
|
6K
$732K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.02K- 2.18% |
$83.3K - $103K
|
45.7K
$5.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 0.57% |
$84.9K - $105K
|
181K
$22M
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.07K- 24.67% |
$88K - $109K
|
3.28K
$400K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.08K- 7.5% |
$88.2K - $109K
|
13.3K
$1.62M
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.11K- 10.38% |
$90.5K - $112K
|
9.54K
$1.16M
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.15K- 20.9% |
$94.1K - $116K
|
4.35K
$530K
|
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.21K- 29.73% |
$99.1K - $123K
|
2.86K
$349K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.23K- 1.36% |
$101K - $125K
|
89.3K
$10.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.26K- 24.82% |
$103K - $128K
|
3.83K
$467K
|