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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.51K- 3.18% |
$117K - $140K
|
45.8K
$5.59M
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.51K- 8.5% |
$117K - $140K
|
16.2K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.51K- 2.69% |
$118K - $140K
|
54.8K
$6.68M
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.52K- 9.69% |
$118K - $141K
|
14.2K
$1.73M
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.73K- 2.37% |
$134K - $160K
|
71.1K
$8.68M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.73K- 56.79% |
$134K - $160K
|
1.32K
$161K
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.88K- 35.96% |
$146K - $174K
|
3.34K
$408K
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.93K- 10.89% |
$150K - $179K
|
15.8K
$1.93M
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.97K- 7.81% |
$153K - $183K
|
23.2K
$2.84M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.01K- 15.16% |
$157K - $187K
|
11.3K
$1.37M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.19K- 4.96% |
$170K - $203K
|
41.9K
$5.12M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.42K- 5.14% |
$188K - $224K
|
44.6K
$5.44M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-2.48K- 7.58% |
$193K - $230K
|
30.2K
$3.69M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.48K- 3.29% |
$193K - $230K
|
73K
$8.92M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.53K- 8.61% |
$197K - $234K
|
26.9K
$3.28M
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2.57K- 31.08% |
$200K - $238K
|
5.7K
$696K
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-2.66K- 4.47% |
$207K - $246K
|
56.8K
$6.93M
|
|
Nov 14, 2022
Q3 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-2.7K- 21.86% |
$210K - $250K
|
9.65K
$1.18M
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.85K- 4.11% |
$222K - $264K
|
66.5K
$8.12M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-2.93K- 14.42% |
$228K - $272K
|
17.4K
$2.12M
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-3.14K- 30.08% |
$244K - $291K
|
7.29K
$890K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.19K- 39.57% |
$249K - $296K
|
4.88K
$595K
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.3K- 35.4% |
$257K - $306K
|
6.02K
$735K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-3.36K- 18.0% |
$262K - $311K
|
15.3K
$1.87M
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-3.49K- 42.99% |
$272K - $324K
|
4.63K
$565K
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-3.64KClosed |
$283K - $337K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3.7K- 6.98% |
$288K - $343K
|
49.3K
$6.02M
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.8K- 4.25% |
$296K - $352K
|
85.5K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-3.84K- 28.69% |
$299K - $356K
|
9.55K
$1.17M
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.88K- 19.87% |
$302K - $360K
|
15.6K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.89K- 44.2% |
$303K - $361K
|
4.91K
$599K
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.99K- 26.57% |
$310K - $370K
|
11K
$1.35M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-4.13K- 49.14% |
$322K - $383K
|
4.28K
$522K
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-4.33K- 2.82% |
$337K - $401K
|
149K
$18.2M
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-4.35K- 7.65% |
$339K - $403K
|
52.5K
$6.41M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.87K- 5.98% |
$379K - $451K
|
76.6K
$9.35M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.29K- 5.5% |
$411K - $490K
|
90.8K
$11.1M
|
|
Oct 28, 2022
Q3 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-6.08K- 64.14% |
$473K - $564K
|
3.4K
$415K
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.6K- 37.17% |
$514K - $612K
|
11.2K
$1.36M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.66K- 71.6% |
$518K - $617K
|
2.64K
$322K
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.33K- 2.28% |
$571K - $680K
|
314K
$38.4M
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-7.35K- 0.38% |
$572K - $681K
|
1.93M
$236M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.38K- 70.43% |
$575K - $684K
|
3.1K
$378K
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-7.46K- 5.6% |
$580K - $691K
|
126K
$15.3M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-7.58K- 0.75% |
$590K - $702K
|
1.01M
$123M
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-7.93K- 23.11% |
$617K - $735K
|
26.4K
$3.22M
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.95K- 11.82% |
$619K - $737K
|
59.3K
$7.24M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.18K- 79.42% |
$637K - $758K
|
2.12K
$259K
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-8.52K- 0.97% |
$663K - $790K
|
872K
$106M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-8.57KClosed |
$667K - $795K
|
0
$0
|