Purchases and Sales Made in Q4 2021 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.74K+ 4.52% |
$273K - $294K
|
63.4K
$7.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.59KNew |
$258K - $278K
|
2.59K
$317K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.55K+ 2.92% |
$254K - $274K
|
90.1K
$11M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.55KNew |
$254K - $274K
|
2.55K
$311K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.54K+ 19.13% |
$253K - $272K
|
15.8K
$1.93M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
2.43K+ 0.88% |
$242K - $261K
|
278K
$33.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
2.4KNew |
$239K - $257K
|
2.4K
$293K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.36K+ 10.53% |
$235K - $253K
|
24.8K
$3.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Highlander Partners, L.P.
|
BUY
|
- |
2.36KNew |
$235K - $253K
|
2.36K
$288K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.23K+ 2.68% |
$222K - $239K
|
85.3K
$10.4M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.17KNew |
$216K - $233K
|
2.17K
$265K
|
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.13K+ 65.02% |
$212K - $228K
|
5.41K
$660K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.13KNew |
$212K - $228K
|
2.13K
$260K
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.13KNew |
$212K - $228K
|
2.13K
$260K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.09KNew |
$208K - $224K
|
2.09K
$255K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2.05KNew |
$204K - $220K
|
2.05K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
2KNew |
$199K - $214K
|
2K
$244K
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
2KNew |
$199K - $214K
|
2K
$244K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.94K+ 84.35% |
$193K - $207K
|
4.23K
$516K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.92KNew |
$191K - $206K
|
1.92K
$234K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.91KNew |
$190K - $204K
|
1.91K
$233K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.76K+ 6.67% |
$175K - $188K
|
28.1K
$3.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.73K+ 0.61% |
$172K - $185K
|
284K
$34.7M
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.67KNew |
$166K - $179K
|
1.67K
$203K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.66K+ 69.03% |
$165K - $178K
|
4.06K
$496K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.6K+ 31.82% |
$159K - $172K
|
6.63K
$809K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.58K+ 16.39% |
$157K - $169K
|
11.2K
$1.37M
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.56K+ 26.08% |
$156K - $168K
|
7.56K
$923K
|
|
|
Feb 04, 2022
Q4 2021
|
Mackay Shields LLC
|
BUY
|
- |
1.56K+ 49.43% |
$155K - $167K
|
4.71K
$575K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.53K+ 2.08% |
$153K - $164K
|
75.1K
$9.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 27.6% |
$152K - $164K
|
7.06K
$861K
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.51K+ 1.35% |
$150K - $162K
|
113K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.5KNew |
$149K - $161K
|
1.5K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.5KNew |
$149K - $161K
|
1.5K
$183K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 0.69% |
$137K - $148K
|
201K
$24.6M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.36KNew |
$135K - $146K
|
1.36K
$166K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.33K+ 456.16% |
$133K - $143K
|
1.62K
$198K
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.29KNew |
$128K - $138K
|
1.29K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
1.28KNew |
$127K - $137K
|
1.28K
$156K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.23K+ 43.17% |
$122K - $132K
|
4.08K
$498K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.22K+ 10.03% |
$122K - $131K
|
13.4K
$1.64M
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
1.21K+ 12.41% |
$120K - $130K
|
11K
$1.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.07K+ 28.68% |
$106K - $114K
|
4.78K
$584K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
1.01K+ 1.63% |
$100K - $108K
|
63K
$7.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
983+ 29.24% |
$97.8K - $105K
|
4.35K
$530K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
970+ 3.63% |
$96.5K - $104K
|
27.7K
$3.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
955+ 17.9% |
$95K - $102K
|
6.29K
$768K
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
913+ 0.75% |
$90.9K - $97.9K
|
123K
$15M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
897+ 3.47% |
$89.3K - $96.2K
|
26.7K
$3.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
894+ 5.87% |
$89K - $95.9K
|
16.1K
$1.97M
|