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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-525- 18.68% |
$52.2K - $56.3K
|
2.29K
$277K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-556Closed |
$55.3K - $59.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-583- 51.73% |
$58K - $62.5K
|
544
$65.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-608- 1.1% |
$60.5K - $65.2K
|
54.8K
$6.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-641- 1.79% |
$63.8K - $68.7K
|
35.1K
$4.25M
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-685- 2.13% |
$68.2K - $73.5K
|
31.5K
$3.82M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-700- 1.29% |
$69.7K - $75.1K
|
53.5K
$6.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-700- 1.29% |
$69.7K - $75.1K
|
53.5K
$6.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Sarasin & Partners LLP
|
SELL
|
- |
-711- 0.05% |
$70.8K - $76.2K
|
1.3M
$158M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-744- 7.4% |
$74K - $79.8K
|
9.31K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-764Closed |
$76K - $81.9K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-816- 2.89% |
$81.2K - $87.5K
|
27.4K
$3.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-844- 19.08% |
$84K - $90.5K
|
3.58K
$434K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-849Closed |
$84.5K - $91K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-851- 9.54% |
$84.7K - $91.3K
|
8.07K
$978K
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-855- 2.65% |
$85.1K - $91.7K
|
31.4K
$3.81M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-904- 0.49% |
$90K - $96.9K
|
185K
$22.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-937- 10.65% |
$93.3K - $100K
|
7.86K
$953K
|
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-1K- 12.19% |
$99.5K - $107K
|
7.2K
$873K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.06K- 2.1% |
$105K - $113K
|
49.1K
$5.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.08K- 7.73% |
$107K - $116K
|
12.9K
$1.56M
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.28KClosed |
$127K - $137K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.29K- 26.28% |
$129K - $139K
|
3.63K
$440K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-1.32K- 10.13% |
$131K - $141K
|
11.7K
$1.42M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.4K- 45.16% |
$139K - $150K
|
1.7K
$205K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.4K- 33.8% |
$139K - $150K
|
2.74K
$332K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.45K- 29.32% |
$144K - $155K
|
3.49K
$423K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.47K- 3.69% |
$146K - $158K
|
38.3K
$4.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.5K- 26.81% |
$149K - $161K
|
4.09K
$496K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.5K- 22.78% |
$149K - $161K
|
5.09K
$616K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.52K- 20.27% |
$151K - $163K
|
5.97K
$724K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.55K- 7.98% |
$154K - $166K
|
17.8K
$2.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Nationwide Asset Management LLC
|
SELL
|
- |
-1.6K- 0.82% |
$159K - $172K
|
194K
$23.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.61KClosed |
$160K - $173K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.61K- 13.71% |
$161K - $173K
|
10.2K
$1.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-1.75K- 2.86% |
$174K - $188K
|
59.5K
$7.21M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.81K- 70.36% |
$180K - $194K
|
763
$92.5K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-1.93K- 12.5% |
$192K - $207K
|
13.5K
$1.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.03KClosed |
$202K - $218K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-2.21K- 27.99% |
$219K - $236K
|
5.67K
$688K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.25KClosed |
$224K - $241K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.28K- 0.7% |
$227K - $245K
|
322K
$39.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.39K- 8.1% |
$237K - $256K
|
27.1K
$3.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.43KClosed |
$242K - $261K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-2.55KClosed |
$254K - $273K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.57K- 2.42% |
$256K - $276K
|
103K
$12.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.86K- 53.21% |
$285K - $307K
|
2.52K
$305K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.87K- 3.71% |
$285K - $307K
|
74.5K
$9.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.89K- 14.52% |
$288K - $310K
|
17K
$2.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.95K- 39.53% |
$294K - $316K
|
4.51K
$547K
|