Purchases and Sales Made in Q3 2022 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
19.6K+ 4.34% |
$1.52M - $1.82M
|
471K
$57.5M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.4K+ 61.78% |
$1.51M - $1.8M
|
50.9K
$6.21M
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
18.6K+ 203.1% |
$1.44M - $1.72M
|
27.7K
$3.38M
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
18.1K+ 4.02% |
$1.41M - $1.68M
|
468K
$57.1M
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
17.9K+ 61.23% |
$1.39M - $1.66M
|
47.1K
$5.75M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15.8K+ 49.02% |
$1.23M - $1.46M
|
48K
$5.85M
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
15.2K+ 64.93% |
$1.18M - $1.41M
|
38.5K
$4.7M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15K+ 69.34% |
$1.17M - $1.39M
|
36.6K
$4.46M
|
|
Nov 14, 2022
Q3 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
13.7K+ 22.3% |
$1.07M - $1.27M
|
75.2K
$9.18M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
13.3K+ 76.51% |
$1.04M - $1.24M
|
30.8K
$3.75M
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13.1K+ 130.73% |
$1.02M - $1.22M
|
23.2K
$2.83M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
11.2K+ 30.13% |
$875K - $1.04M
|
48.5K
$5.93M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.2K+ 124.83% |
$872K - $1.04M
|
20.2K
$2.46M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.8K+ 3.84% |
$840K - $1M
|
292K
$35.6M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 3.93% |
$829K - $988K
|
282K
$34.4M
|
|
Oct 18, 2022
Q3 2022
|
Nationwide Asset Management LLC
|
BUY
|
- |
10.6K+ 5.36% |
$824K - $982K
|
208K
$25.4M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
10.4KNew |
$813K - $968K
|
10.4K
$1.27M
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.4K+ 312.86% |
$810K - $965K
|
13.7K
$1.68M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.3KNew |
$800K - $953K
|
10.3K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.98KNew |
$777K - $925K
|
9.98K
$1.22M
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
9.72KNew |
$757K - $901K
|
9.72K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
9.6KNew |
$747K - $890K
|
9.6K
$1.17M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.43K+ 3230.48% |
$734K - $874K
|
9.73K
$1.19M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.2K+ 49.61% |
$716K - $853K
|
27.7K
$3.39M
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.52K+ 52.93% |
$663K - $789K
|
24.6K
$3M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.42K+ 27.17% |
$655K - $780K
|
39.4K
$4.81M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
8.39KNew |
$653K - $777K
|
8.39K
$1.02M
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
8.38K+ 274.77% |
$652K - $776K
|
11.4K
$1.39M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
8.31K+ 13.07% |
$647K - $770K
|
71.9K
$8.77M
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
8.25K+ 2.62% |
$642K - $765K
|
323K
$39.5M
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.17K+ 15.42% |
$636K - $758K
|
61.2K
$7.47M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.06KNew |
$628K - $748K
|
8.06K
$984K
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
BUY
|
- |
8.02K+ 16.19% |
$624K - $744K
|
57.6K
$7.03M
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
7.95K+ 8.65% |
$618K - $737K
|
99.8K
$12.2M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7.81K+ 85.03% |
$608K - $724K
|
17K
$2.07M
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
7.48KNew |
$582K - $693K
|
7.48K
$913K
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.19KNew |
$559K - $666K
|
7.19K
$877K
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
7.17KNew |
$558K - $665K
|
7.17K
$875K
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7.1KNew |
$553K - $658K
|
7.1K
$867K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.88K+ 5.88% |
$458K - $545K
|
106K
$12.9M
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
5.8K+ 4.53% |
$451K - $537K
|
134K
$16.3M
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.5K+ 17.03% |
$428K - $510K
|
37.8K
$4.61M
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
BUY
|
- |
5.46K+ 19.08% |
$425K - $506K
|
34.1K
$4.16M
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
5.42K+ 157.07% |
$422K - $503K
|
8.87K
$1.08M
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
5.31K+ 105.03% |
$413K - $492K
|
10.4K
$1.26M
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.27KNew |
$410K - $489K
|
5.27K
$643K
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
5.07K+ 98.58% |
$395K - $470K
|
10.2K
$1.25M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5KNew |
$389K - $463K
|
5K
$610K
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.49K+ 9.58% |
$349K - $416K
|
51.3K
$6.26M
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.36K+ 2.35% |
$339K - $404K
|
190K
$23.2M
|