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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
611+ 2.59% |
$47.4K - $54.9K
|
24.2K
$2.95M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
600+ 13.38% |
$46.5K - $53.9K
|
5.09K
$621K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
594+ 61.24% |
$46K - $53.3K
|
1.56K
$191K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
593+ 6.26% |
$46K - $53.3K
|
10.1K
$1.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
572New |
$44.3K - $51.4K
|
572
$69.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
570+ 14.66% |
$44.2K - $51.2K
|
4.46K
$544K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
538New |
$41.7K - $48.3K
|
538
$65.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
470+ 11.21% |
$36.4K - $42.2K
|
4.66K
$569K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
470+ 10.99% |
$36.4K - $42.2K
|
4.75K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
467New |
$36.2K - $41.9K
|
467
$57K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
450+ 6.92% |
$34.9K - $40.4K
|
6.95K
$848K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
450+ 21.23% |
$34.9K - $40.4K
|
2.57K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
436New |
$33.8K - $39.2K
|
436
$53.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
421+ 2.88% |
$32.6K - $37.8K
|
15K
$1.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
BUY
|
- |
417+ 12.26% |
$32.3K - $37.4K
|
3.82K
$466K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
394New |
$30.5K - $35.4K
|
394
$48.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
387+ 2.73% |
$30K - $34.8K
|
14.5K
$1.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
375+ 8.67% |
$29.1K - $33.7K
|
4.7K
$574K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
328+ 51.9% |
$25.4K - $29.5K
|
960
$117K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
326+ 10.21% |
$25.3K - $29.3K
|
3.52K
$430K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
325+ 0.45% |
$25.2K - $29.2K
|
72.5K
$8.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
322+ 2.42% |
$25K - $28.9K
|
13.6K
$1.66M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
270+ 0.9% |
$20.9K - $24.2K
|
30.1K
$3.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
257New |
$19.9K - $23.1K
|
257
$31.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
253New |
$19.6K - $22.7K
|
253
$30.9K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
236+ 3.83% |
$18.3K - $21.2K
|
6.4K
$781K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
235+ 8.53% |
$18.2K - $21.1K
|
2.99K
$365K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
209+ 3.24% |
$16.2K - $18.8K
|
6.65K
$812K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
203+ 0.53% |
$15.7K - $18.2K
|
38.3K
$4.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
155+ 12.51% |
$12K - $13.9K
|
1.39K
$170K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
146+ 1.36% |
$11.3K - $13.1K
|
10.9K
$1.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
142+ 29.1% |
$11K - $12.8K
|
630
$76.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
136+ 4.17% |
$10.5K - $12.2K
|
3.4K
$415K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
121+ 0.29% |
$9.38K - $10.9K
|
42.2K
$5.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
111+ 0.28% |
$8.6K - $9.97K
|
39.7K
$4.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
95+ 3.4% |
$7.36K - $8.53K
|
2.89K
$352K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87New |
$6.74K - $7.81K
|
87
$10.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
79+ 51.63% |
$6.12K - $7.09K
|
232
$28.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
79+ 0.79% |
$6.12K - $7.09K
|
10.1K
$1.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
77+ 0.75% |
$5.97K - $6.91K
|
10.4K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
76New |
$5.89K - $6.82K
|
76
$9.28K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
76+ 0.71% |
$5.89K - $6.82K
|
10.8K
$1.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
67+ 0.18% |
$5.19K - $6.02K
|
38.4K
$4.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
60New |
$4.65K - $5.39K
|
60
$7.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59+ 0.53% |
$4.57K - $5.3K
|
11.1K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
58New |
$4.5K - $5.21K
|
58
$7.08K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
55+ 0.2% |
$4.26K - $4.94K
|
27.7K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
37+ 0.41% |
$2.87K - $3.32K
|
8.99K
$1.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
29+ 0.78% |
$2.25K - $2.6K
|
3.76K
$459K
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
29+ 0.54% |
$2.25K - $2.6K
|
5.36K
$654K
|