Purchases and Sales Made in Q4 2022 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
133KNew |
$10.3M - $12M
|
133K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
130K+ 79.27% |
$10.1M - $11.7M
|
295K
$36M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
125K+ 40.29% |
$9.72M - $11.3M
|
436K
$53.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
112K+ 33.68% |
$8.65M - $10M
|
443K
$54M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
110KNew |
$8.53M - $9.88M
|
110K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
109K+ 97.83% |
$8.46M - $9.8M
|
221K
$26.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
105K+ 6655.37% |
$8.16M - $9.45M
|
107K
$13M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
96.3K+ 11.96% |
$7.47M - $8.65M
|
902K
$110M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
95.9K+ 3023.27% |
$7.43M - $8.61M
|
99.1K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Sycale Advisors (Ny) LLC
New York, NY |
BUY
|
- |
92.5KNew |
$7.17M - $8.31M
|
92.5K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91.4K+ 188.01% |
$7.08M - $8.2M
|
140K
$17.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
89.7K+ 1278.36% |
$6.95M - $8.05M
|
96.7K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85.7K+ 147.03% |
$6.64M - $7.69M
|
144K
$17.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
85.7K+ 1194.45% |
$6.64M - $7.69M
|
92.8K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
75.6K+ 269.15% |
$5.86M - $6.79M
|
104K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
73.5K+ 77.38% |
$5.7M - $6.6M
|
169K
$20.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
72.9KNew |
$5.65M - $6.55M
|
72.9K
$8.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
67.4K+ 16.76% |
$5.22M - $6.05M
|
469K
$57.3M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
64.3KNew |
$4.99M - $5.78M
|
64.3K
$7.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
62.2K+ 160.18% |
$4.82M - $5.59M
|
101K
$12.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
58.5K+ 27.41% |
$4.54M - $5.25M
|
272K
$33.2M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
58.2K+ 13.11% |
$4.51M - $5.23M
|
502K
$61.3M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55.4K+ 31.06% |
$4.3M - $4.98M
|
234K
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
51.7K+ 18.34% |
$4M - $4.64M
|
333K
$40.7M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.6K+ 30.55% |
$4M - $4.63M
|
220K
$26.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
50.6K+ 1627.04% |
$3.92M - $4.54M
|
53.7K
$6.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
49.7K+ 86.37% |
$3.85M - $4.46M
|
107K
$13.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
48K+ 41.86% |
$3.72M - $4.31M
|
163K
$19.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
42.2K+ 10.94% |
$3.27M - $3.79M
|
428K
$52.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.2K+ 96.72% |
$3.27M - $3.79M
|
85.8K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
38.8K+ 19.25% |
$3M - $3.48M
|
240K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
38.5K+ 214.97% |
$2.98M - $3.46M
|
56.4K
$6.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
38.5K+ 80.25% |
$2.98M - $3.45M
|
86.4K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
37.1K+ 110.82% |
$2.88M - $3.33M
|
70.6K
$8.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
36.9K+ 14.77% |
$2.86M - $3.32M
|
287K
$35M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
35.1KNew |
$2.72M - $3.15M
|
35.1K
$4.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
33.7KNew |
$2.61M - $3.02M
|
33.7K
$4.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
32.4K+ 124.27% |
$2.51M - $2.91M
|
58.5K
$7.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.4K+ 32.88% |
$2.44M - $2.82M
|
127K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
29KNew |
$2.25M - $2.61M
|
29K
$3.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
28.1K+ 165.08% |
$2.18M - $2.52M
|
45.1K
$5.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
27.5K+ 240.39% |
$2.13M - $2.47M
|
38.9K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
26.5K+ 35.24% |
$2.05M - $2.38M
|
102K
$12.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
25.5K+ 166.62% |
$1.98M - $2.29M
|
40.8K
$4.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
24.7K+ 7.85% |
$1.91M - $2.22M
|
339K
$41.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22.6K+ 874.27% |
$1.75M - $2.03M
|
25.2K
$3.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
22.4K+ 4.41% |
$1.74M - $2.01M
|
530K
$64.7M
|
|
|
Mar 11, 2024
Q4 2022
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
21.9K+ 4.95% |
$1.7M - $1.97M
|
464K
$56.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
21.7K+ 30.94% |
$1.68M - $1.95M
|
91.7K
$11.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21.6KNew |
$1.68M - $1.94M
|
21.6K
$2.64M
|