Purchases and Sales Made in Q1 2022 in Ishares Msci Acwi Ex Us ETF (ACWX)
This table provides information about the institutional ownership of Ishares Msci Acwi Ex Us ETF (ACWX) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI EX US ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
146+ 2.19% |
$7.05K - $8.28K
|
6.83K
$357K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
115+ 1.69% |
$5.55K - $6.52K
|
6.93K
$363K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
103+ 9.04% |
$4.97K - $5.84K
|
1.24K
$65K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
95+ 2.4% |
$4.58K - $5.39K
|
4.06K
$213K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
95+ 1.32% |
$4.58K - $5.39K
|
7.31K
$383K
|
|
|
Apr 27, 2022
Q1 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
89+ 1.3% |
$4.3K - $5.05K
|
6.94K
$363K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
63+ 0.15% |
$3.04K - $3.57K
|
42.5K
$2.22M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
56+ 2.45% |
$2.7K - $3.18K
|
2.34K
$123K
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
35+ 0.23% |
$1.69K - $1.98K
|
15.4K
$805K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 4.89% |
$1.21K - $1.42K
|
536
$28K
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
BUY
|
- |
23+ 0.04% |
$1.11K - $1.3K
|
56.5K
$2.96M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
23+ 2300.0% |
$1.11K - $1.3K
|
24
$1.26K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
18+ 0.16% |
$869 - $1.02K
|
11K
$574K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12+ 0.16% |
$579 - $680
|
7.55K
$395K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10+ 0.15% |
$483 - $567
|
6.87K
$360K
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6+ 0.16% |
$290 - $340
|
3.86K
$202K
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
5+ 0.09% |
$241 - $284
|
5.41K
$283K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
4+ 0.1% |
$193 - $227
|
4.05K
$212K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3+ 0.06% |
$145 - $170
|
5.43K
$284K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.13% |
$96.5 - $113
|
1.55K
$81.3K
|
|
|
Aug 23, 2022
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.13% |
$96.5 - $113
|
1.55K
$81.3K
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.13% |
$96.5 - $113
|
1.57K
$82.3K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.02% |
$48.3 - $56.7
|
4.16K
$218K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$48.3 - $56.7
|
1
$52.3
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.02% |
$48.3 - $56.7
|
5.21K
$273K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.01% |
$48.3 - $56.7
|
7.65K
$401K
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.26% |
$48.3 - $56.7
|
392
$20.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.64% |
$48.3 - $56.7
|
157
$8.22K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1+ 0.13% |
$48.3 - $56.7
|
748
$39.1K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-13Closed |
$627 - $737
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14- 0.04% |
$676 - $794
|
34.9K
$1.83M
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-28- 0.44% |
$1.35K - $1.59K
|
6.27K
$328K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-30- 0.21% |
$1.45K - $1.7K
|
14.6K
$762K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-40- 0.61% |
$1.93K - $2.27K
|
6.48K
$339K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-47Closed |
$2.27K - $2.66K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-50- 0.78% |
$2.41K - $2.84K
|
6.37K
$333K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-52Closed |
$2.51K - $2.95K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-63- 50.81% |
$3.04K - $3.57K
|
61
$3.19K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-66- 1.08% |
$3.19K - $3.74K
|
6.02K
$315K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-75- 30.0% |
$3.62K - $4.25K
|
175
$9.16K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-98- 10.77% |
$4.73K - $5.56K
|
812
$42.5K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-115- 1.41% |
$5.55K - $6.52K
|
8.07K
$422K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-120- 2.21% |
$5.79K - $6.8K
|
5.31K
$278K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-125- 2.56% |
$6.03K - $7.09K
|
4.76K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-130Closed |
$6.27K - $7.37K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-139- 0.18% |
$6.71K - $7.88K
|
77.6K
$4.06M
|
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-144- 0.47% |
$6.95K - $8.16K
|
30.3K
$1.58M
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-150- 4.35% |
$7.24K - $8.51K
|
3.3K
$173K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-159- 94.08% |
$7.67K - $9.02K
|
10
$523
|