Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
460+ 3.25% |
$24.8K - $26.6K
|
14.6K
$796K
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
437+ 0.51% |
$23.6K - $25.3K
|
85.5K
$4.67M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
396+ 0.58% |
$21.4K - $22.9K
|
68.6K
$3.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
366+ 6.4% |
$19.7K - $21.2K
|
6.09K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
360+ 7.88% |
$19.4K - $20.9K
|
4.93K
$269K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
347+ 2.8% |
$18.7K - $20.1K
|
12.8K
$696K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
325+ 10.4% |
$17.5K - $18.8K
|
3.45K
$188K
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
319+ 7.37% |
$17.2K - $18.5K
|
4.65K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
319+ 8.75% |
$17.2K - $18.5K
|
3.97K
$216K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
286New |
$15.4K - $16.6K
|
286
$15.6K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
270New |
$14.6K - $15.6K
|
270
$14.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
265+ 0.07% |
$14.3K - $15.3K
|
375K
$20.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
218+ 0.39% |
$11.8K - $12.6K
|
56.5K
$3.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
217+ 3.1% |
$11.7K - $12.6K
|
7.22K
$394K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
200+ 28.17% |
$10.8K - $11.6K
|
910
$49.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
197+ 0.13% |
$10.6K - $11.4K
|
149K
$8.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
175+ 1.0% |
$9.44K - $10.1K
|
17.7K
$966K
|
|
|
Jan 31, 2022
Q4 2021
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
150+ 2.24% |
$8.09K - $8.69K
|
6.85K
$374K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
130+ 0.93% |
$7.01K - $7.53K
|
14.2K
$772K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
130New |
$7.01K - $7.53K
|
130
$7.09K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
128+ 2.04% |
$6.9K - $7.41K
|
6.42K
$350K
|
|
|
Feb 11, 2022
Q4 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
115+ 3.1% |
$6.2K - $6.66K
|
3.82K
$208K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
112+ 1.51% |
$6.04K - $6.49K
|
7.54K
$411K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
105+ 2.01% |
$5.66K - $6.08K
|
5.34K
$291K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
102+ 2.18% |
$5.5K - $5.91K
|
4.77K
$260K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
100+ 1.41% |
$5.39K - $5.79K
|
7.21K
$393K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
100+ 1.24% |
$5.39K - $5.79K
|
8.18K
$446K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
83+ 7.1% |
$4.48K - $4.81K
|
1.25K
$68.3K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
77+ 1.5% |
$4.15K - $4.46K
|
5.22K
$285K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
69+ 1.68% |
$3.72K - $4K
|
4.17K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
67+ 0.09% |
$3.61K - $3.88K
|
77.7K
$4.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
58+ 1.08% |
$3.13K - $3.36K
|
5.4K
$295K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
55New |
$2.97K - $3.19K
|
55
$3K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
50New |
$2.7K - $2.9K
|
50
$2.73K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
39+ 0.53% |
$2.1K - $2.26K
|
7.43K
$406K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
39+ 0.93% |
$2.1K - $2.26K
|
4.22K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
35+ 0.65% |
$1.89K - $2.03K
|
5.43K
$296K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
34+ 0.73% |
$1.83K - $1.97K
|
4.71K
$257K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23+ 1.5% |
$1.24K - $1.33K
|
1.55K
$84.7K
|
|
|
Aug 24, 2022
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23+ 1.5% |
$1.24K - $1.33K
|
1.55K
$84.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
19+ 0.03% |
$1.02K - $1.1K
|
61.3K
$3.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
17+ 1.51% |
$917 - $985
|
1.14K
$62.2K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16+ 0.18% |
$863 - $927
|
9K
$491K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
13+ 0.12% |
$701 - $753
|
11.1K
$608K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
13New |
$701 - $753
|
13
$709
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
11+ 1.49% |
$593 - $637
|
747
$40.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 1.56% |
$324 - $348
|
391
$21.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
5+ 0.12% |
$270 - $290
|
4.16K
$227K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 0.06% |
$162 - $174
|
5.22K
$285K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
2+ 1.3% |
$108 - $116
|
156
$8.51K
|