Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.9K+ 8.67% |
$477K - $565K
|
150K
$8.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9K+ 31.84% |
$476K - $564K
|
49.3K
$2.7M
|
|
|
Oct 26, 2022
Q3 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
11.5K+ 104.64% |
$462K - $547K
|
22.6K
$1.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
11.4K+ 3.05% |
$454K - $538K
|
384K
$21M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
10.9KNew |
$437K - $518K
|
10.9K
$599K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10.8K+ 61.34% |
$432K - $512K
|
28.5K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
10.1K+ 3.4% |
$405K - $480K
|
308K
$16.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.97KNew |
$399K - $472K
|
9.97K
$546K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.8KNew |
$392K - $464K
|
9.8K
$537K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9.52K+ 19.47% |
$380K - $451K
|
58.4K
$3.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.49K+ 5.93% |
$379K - $450K
|
170K
$9.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
9.42KNew |
$377K - $446K
|
9.42K
$516K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.23KNew |
$329K - $390K
|
8.23K
$450K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.21KNew |
$328K - $389K
|
8.21K
$449K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.09KNew |
$323K - $383K
|
8.09K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.96KNew |
$318K - $377K
|
7.96K
$436K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.85K+ 7.78% |
$314K - $372K
|
109K
$5.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.7K+ 6.81% |
$308K - $365K
|
121K
$6.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.65K+ 27.73% |
$306K - $362K
|
35.2K
$1.93M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.21KNew |
$288K - $341K
|
7.21K
$394K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
7K+ 18.41% |
$280K - $332K
|
45K
$2.47M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.95K+ 126.84% |
$278K - $329K
|
12.4K
$680K
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.81KNew |
$272K - $323K
|
6.81K
$373K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.69KNew |
$267K - $317K
|
6.69K
$366K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
6.62K+ 13.62% |
$265K - $314K
|
55.2K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.23KNew |
$249K - $295K
|
6.23K
$341K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.52KNew |
$221K - $262K
|
5.52K
$302K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.96K+ 9.85% |
$198K - $235K
|
55.4K
$3.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.88K+ 56.88% |
$195K - $231K
|
13.5K
$737K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
4.46KNew |
$178K - $211K
|
4.46K
$244K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
- |
3.84K+ 16.63% |
$153K - $182K
|
26.9K
$1.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.82KNew |
$153K - $181K
|
3.82K
$209K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.26K+ 72.77% |
$130K - $155K
|
7.75K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.14K+ 7.49% |
$126K - $149K
|
45.1K
$2.47M
|
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
3.02K+ 2.23% |
$121K - $143K
|
138K
$7.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.97K+ 44.11% |
$119K - $141K
|
9.72K
$532K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.93KNew |
$117K - $139K
|
2.93K
$160K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.89K+ 14.8% |
$116K - $137K
|
22.4K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.78K+ 2.82% |
$111K - $132K
|
102K
$5.56M
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.63K+ 24.78% |
$105K - $124K
|
13.2K
$724K
|
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
2.41KNew |
$96.4K - $114K
|
2.41K
$132K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.4K+ 369.23% |
$95.9K - $114K
|
3.05K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.35K+ 1.2% |
$94K - $111K
|
198K
$10.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.19KNew |
$87.6K - $104K
|
2.19K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.74K+ 1.07% |
$69.7K - $82.5K
|
164K
$8.98M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 2.31% |
$67.5K - $79.9K
|
74.7K
$4.09M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.57K+ 65.38% |
$62.7K - $74.3K
|
3.97K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.43K+ 9.3% |
$57K - $67.5K
|
16.7K
$916K
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
1.28K+ 11.89% |
$51.3K - $60.8K
|
12.1K
$661K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.24K+ 1.81% |
$49.7K - $58.9K
|
70.1K
$3.84M
|