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 |
|---|---|---|---|---|---|---|---|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
878New |
$87.4K - $94.1K
|
878
$107K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
850New |
$84.6K - $91.1K
|
850
$104K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
845+ 1173.61% |
$84.1K - $90.6K
|
917
$112K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
785+ 17.45% |
$78.1K - $84.2K
|
5.28K
$645K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
757+ 2.26% |
$75.3K - $81.2K
|
34.3K
$4.19M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
754+ 0.9% |
$75K - $80.9K
|
84.2K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
753+ 4.97% |
$74.9K - $80.7K
|
15.9K
$1.94M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
725+ 0.94% |
$72.2K - $77.7K
|
77.6K
$9.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
722+ 1.4% |
$71.9K - $77.4K
|
52.2K
$6.37M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
685+ 19.97% |
$68.2K - $73.5K
|
4.12K
$502K
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
665+ 13.0% |
$66.2K - $71.3K
|
5.78K
$706K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
602+ 9.78% |
$59.9K - $64.6K
|
6.76K
$825K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
601+ 9.35% |
$59.8K - $64.4K
|
7.03K
$858K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
570+ 8.25% |
$56.7K - $61.1K
|
7.48K
$913K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
558+ 7.83% |
$55.5K - $59.8K
|
7.68K
$937K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
520+ 0.65% |
$51.8K - $55.8K
|
81K
$9.88M
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
513+ 108.0% |
$51.1K - $55K
|
988
$121K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
495+ 4.86% |
$49.3K - $53.1K
|
10.7K
$1.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
482+ 14.05% |
$48K - $51.7K
|
3.91K
$478K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
467New |
$46.5K - $50.1K
|
467
$57K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
465New |
$46.3K - $49.9K
|
465
$56.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
464+ 18.0% |
$46.2K - $49.8K
|
3.04K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
430+ 370.69% |
$42.8K - $46.1K
|
546
$66.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
374+ 4.93% |
$37.2K - $40.1K
|
7.97K
$972K
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
BUY
|
- |
338+ 0.83% |
$33.6K - $36.2K
|
41.1K
$5.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
325+ 1.22% |
$32.3K - $34.8K
|
27K
$3.29M
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
320+ 6.38% |
$31.8K - $34.3K
|
5.33K
$651K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
310+ 5.29% |
$30.9K - $33.2K
|
6.17K
$753K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
309+ 0.67% |
$30.8K - $33.1K
|
46.6K
$5.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
257New |
$25.6K - $27.6K
|
257
$31.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
249New |
$24.8K - $26.7K
|
249
$30.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
216+ 170.08% |
$21.5K - $23.2K
|
343
$41.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
201+ 49.63% |
$20K - $21.6K
|
606
$74K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
200+ 0.62% |
$19.9K - $21.4K
|
32.3K
$3.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
200+ 0.25% |
$19.9K - $21.4K
|
81.1K
$9.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
183+ 3.17% |
$18.2K - $19.6K
|
5.96K
$728K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
162+ 1.78% |
$16.1K - $17.4K
|
9.27K
$1.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
160+ 13.95% |
$15.9K - $17.2K
|
1.31K
$160K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
145New |
$14.4K - $15.5K
|
145
$17.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
144+ 0.63% |
$14.3K - $15.4K
|
23.1K
$2.82M
|
|
|
Jan 24, 2022
Q4 2021
|
Northside Capital Management, LLC
|
BUY
|
- |
136+ 0.35% |
$13.5K - $14.6K
|
39.5K
$4.82M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
133+ 1.44% |
$13.2K - $14.3K
|
9.37K
$1.14M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
132New |
$13.1K - $14.2K
|
132
$16.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
115+ 0.41% |
$11.4K - $12.3K
|
28.1K
$3.43M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
111+ 1.93% |
$11K - $11.9K
|
5.87K
$717K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
97+ 3.32% |
$9.65K - $10.4K
|
3.02K
$369K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
95New |
$9.45K - $10.2K
|
95
$11.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
95+ 1.68% |
$9.45K - $10.2K
|
5.76K
$703K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
70New |
$6.97K - $7.51K
|
70
$8.54K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
68+ 0.68% |
$6.77K - $7.29K
|
10.1K
$1.23M
|