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 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.33KNew |
$337K - $401K
|
4.33K
$528K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.3KNew |
$335K - $399K
|
4.3K
$525K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.22K+ 60.9% |
$329K - $391K
|
11.2K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4.12K+ 36.26% |
$320K - $382K
|
15.5K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
4.08K+ 22.16% |
$318K - $378K
|
22.5K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
4.08KNew |
$318K - $378K
|
4.08K
$498K
|
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.03K+ 179.62% |
$313K - $373K
|
6.27K
$765K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.86K+ 1.3% |
$300K - $358K
|
301K
$36.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.8K+ 8.77% |
$296K - $352K
|
47.1K
$5.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.56KNew |
$277K - $330K
|
3.56K
$434K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
3.35KNew |
$261K - $311K
|
3.35K
$409K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.18K+ 44.23% |
$247K - $294K
|
10.4K
$1.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.15KNew |
$245K - $292K
|
3.15K
$385K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.11KNew |
$242K - $288K
|
3.11K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.06K+ 41.55% |
$238K - $284K
|
10.4K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.93K+ 6.42% |
$228K - $272K
|
48.6K
$5.93M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.87K+ 6.38% |
$224K - $266K
|
47.9K
$5.85M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.83K+ 58.4% |
$221K - $263K
|
7.69K
$938K
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
2.69K+ 2.41% |
$209K - $249K
|
114K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.62K+ 101.59% |
$204K - $243K
|
5.2K
$634K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.29KNew |
$179K - $213K
|
2.29K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.21K+ 2.49% |
$172K - $205K
|
90.9K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.18K+ 6.62% |
$170K - $202K
|
35.1K
$4.29M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
2.14K+ 14.06% |
$167K - $199K
|
17.4K
$2.12M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.14K+ 6.63% |
$166K - $198K
|
34.4K
$4.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.04K+ 3.89% |
$159K - $189K
|
54.6K
$6.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.02K+ 4.06% |
$157K - $187K
|
51.7K
$6.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.99K+ 9.22% |
$155K - $184K
|
23.6K
$2.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.87K+ 56.52% |
$145K - $173K
|
5.17K
$631K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.79K+ 7.08% |
$139K - $166K
|
27K
$3.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.71KNew |
$133K - $158K
|
1.71K
$208K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.66K+ 15.62% |
$129K - $154K
|
12.3K
$1.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.61K+ 29.74% |
$125K - $149K
|
7.01K
$856K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.55K+ 4.23% |
$120K - $143K
|
38.1K
$4.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.52K+ 6.57% |
$118K - $141K
|
24.6K
$3M
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
1.47K+ 35.41% |
$114K - $136K
|
5.6K
$684K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.44K+ 3.9% |
$112K - $133K
|
38.3K
$4.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.4K+ 5.24% |
$109K - $130K
|
28.1K
$3.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
1.31K+ 1.76% |
$102K - $121K
|
75.5K
$9.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.3K+ 4.12% |
$101K - $121K
|
32.9K
$4.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.29K+ 3.04% |
$100K - $119K
|
43.6K
$5.32M
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
1.26K+ 12.42% |
$98.3K - $117K
|
11.4K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.23K+ 38.25% |
$95.7K - $114K
|
4.44K
$542K
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$93.4K - $111K
|
1.2K
$146K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.1K+ 2.59% |
$85.8K - $102K
|
43.6K
$5.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.06K+ 6.25% |
$82.6K - $98.4K
|
18K
$2.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1K+ 20.61% |
$77.8K - $92.7K
|
5.85K
$714K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
996New |
$77.5K - $92.3K
|
996
$122K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
996New |
$77.5K - $92.3K
|
996
$122K
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
991+ 23.36% |
$77.1K - $91.9K
|
5.23K
$639K
|