Purchases and Sales Made in Q4 2022 in Ishares Msci Acwi ETF (ACWI)

ACWI Quotes by TradingView

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
Beacon Capital Management, Inc.

BUY
 -
29
New
$2.25K - $2.6K
29 $3.51K
Feb 07, 2023 Q4 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
28
+ 0.48%
$2.17K - $2.51K
5.87K $711K
Jan 17, 2023 Q4 2022
Diversified Trust CO

BUY
 -
25
+ 0.08%
$1.94K - $2.25K
33.2K $4.03M
Feb 08, 2023 Q4 2022
St. James Investment Advisors, LLC

Port Jefferson, NY
BUY
 -
24
New
$1.86K - $2.16K
24 $2.91K
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
20
New
$1.55K - $1.8K
20 $2.42K
Feb 14, 2023 Q4 2022
Scs Capital Management LLC

Boston, MA
BUY
 -
17
+ 0.02%
$1.32K - $1.53K
85.2K $10.3M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
11
+ 0.22%
$853 - $988
4.91K $595K
Jan 24, 2023 Q4 2022
Db Fitzpatrick & Co, Inc

BUY
 -
11
+ 0.75%
$853 - $988
1.47K $178K
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
10
+ 0.59%
$775 - $898
1.69K $205K
Feb 13, 2023 Q4 2022
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
9
+ 0.17%
$698 - $808
5.23K $634K
Feb 02, 2023 Q4 2022
Altfest L J & CO Inc

BUY
 -
7
+ 0.12%
$543 - $629
5.87K $712K
Feb 01, 2023 Q4 2022
Portland Global Advisors LLC

BUY
 -
6
+ 0.22%
$465 - $539
2.71K $329K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
6
+ 0.53%
$465 - $539
1.15K $139K
Feb 09, 2023 Q4 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
6
+ 33.33%
$465 - $539
24 $2.91K
Feb 01, 2023 Q4 2022
High Mark Wealth Management LLC

BUY
 -
5
+ 0.86%
$388 - $449
586 $71K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
5
+ 1.43%
$388 - $449
354 $42.9K
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
4
+ 25.0%
$310 - $359
20 $2.42K
Feb 03, 2023 Q4 2022
Sugarloaf Wealth Management, LLC

BUY
 -
4
+ 0.26%
$310 - $359
1.55K $187K
Jan 26, 2023 Q4 2022
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
2
+ 0.95%
$155 - $180
212 $25.7K
Jan 18, 2023 Q4 2022
Winthrop Advisory Group LLC

BUY
 -
2
+ 0.06%
$155 - $180
3.3K $400K
Feb 06, 2023 Q4 2022
Princeton Global Asset Management LLC

BUY
 -
2
+ 0.1%
$155 - $180
1.99K $241K
Feb 13, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
1
+ 0.01%
$77.5 - $89.8
7.54K $914K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1
+ 0.85%
$77.5 - $89.8
118 $14.3K
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
1
+ 0.0%
$77.5 - $89.8
21.6K $2.62M
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
1
+ 5.0%
$77.5 - $89.8
21 $2.54K
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
0
New
$0 - $0
0 $0
Feb 03, 2023 Q4 2022
Tortoise Investment Management, LLC

SELL
 -
-8
- 1.26%
$620 - $718
628 $76.1K
Feb 13, 2023 Q4 2022
Blue Edge Capital, LLC

Richmond, VA
SELL
 -
-9
- 0.31%
$698 - $808
2.93K $355K
Mar 01, 2023 Q4 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-9
- 0.33%
$698 - $808
2.7K $327K
Feb 09, 2023 Q4 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-12
- 0.01%
$930 - $1.08K
90.9K $11M
Feb 03, 2023 Q4 2022
Eagle Strategies LLC

New York, NY
SELL
 -
-17
- 0.65%
$1.32K - $1.53K
2.61K $316K
Feb 10, 2023 Q4 2022
Sei Investments CO

Oaks, PA
SELL
 -
-30
- 0.24%
$2.33K - $2.69K
12.7K $1.53M
Feb 13, 2023 Q4 2022
Gould Capital, LLC

SELL
 -
-30
- 2.28%
$2.33K - $2.69K
1.29K $156K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

SELL
 -
-40
- 0.22%
$3.1K - $3.59K
18.5K $2.24M
Jan 31, 2023 Q4 2022
Friedenthal Financial

SELL
 -
-46
- 1.44%
$3.57K - $4.13K
3.15K $381K
Jan 19, 2023 Q4 2022
Kovitz Investment Group Partners, LLC

SELL
 -
-50
- 0.07%
$3.88K - $4.49K
73.7K $8.94M
Jan 20, 2023 Q4 2022
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-50
- 0.92%
$3.88K - $4.49K
5.39K $653K
Feb 13, 2023 Q4 2022
Bellwether Advisors, LLC

SELL
 -
-57
- 1.16%
$4.42K - $5.12K
4.85K $588K
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

SELL
 -
-60
- 1.16%
$4.65K - $5.39K
5.11K $620K
Feb 10, 2023 Q4 2022
Assetmark, Inc

SELL
 -
-63
- 0.02%
$4.88K - $5.66K
328K $39.8M
Jan 19, 2023 Q4 2022
Morris Financial Concepts, Inc.

SELL
 -
-73
- 26.64%
$5.66K - $6.56K
201 $24.4K
Feb 13, 2023 Q4 2022
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
SELL
 -
-76
- 0.38%
$5.89K - $6.82K
19.8K $2.39M
Feb 01, 2023 Q4 2022
Barber Financial Group, Inc.

SELL
 -
-86
- 3.21%
$6.67K - $7.72K
2.59K $314K
Jan 09, 2023 Q4 2022
Brookstone Capital Management

SELL
 -
-87
- 0.88%
$6.74K - $7.81K
9.83K $1.19M
Jan 27, 2023 Q4 2022
Strid Group, LLC

SELL
 -
-91
- 3.38%
$7.05K - $8.17K
2.6K $315K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

SELL
 -
-92
- 3.1%
$7.13K - $8.26K
2.88K $349K
Feb 06, 2023 Q4 2022
Ifrah Financial Services, Inc.

SELL
 -
-100
- 1.7%
$7.75K - $8.98K
5.78K $700K
Sep 18, 2023 Q4 2022
Cape Ann Savings Bank

Gloucester, MA
SELL
 -
-100
- 2.37%
$7.75K - $8.98K
4.11K $498K
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

SELL
 -
-106
- 9.78%
$8.22K - $9.52K
978 $119K

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