Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4.52K- 77.66% |
$179K - $213K
|
1.3K
$68.5K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.05K- 40.61% |
$200K - $238K
|
7.38K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.32K- 24.54% |
$211K - $251K
|
16.4K
$863K
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-5.67K- 15.7% |
$225K - $268K
|
30.5K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.88K- 36.14% |
$234K - $278K
|
10.4K
$548K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.01K- 5.57% |
$239K - $284K
|
102K
$5.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-6.13K- 21.13% |
$243K - $290K
|
22.9K
$1.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-6.24K- 5.74% |
$248K - $295K
|
102K
$5.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-6.85K- 28.56% |
$272K - $323K
|
17.1K
$904K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6.95K- 44.66% |
$276K - $328K
|
8.61K
$454K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-8.36K- 5.59% |
$332K - $395K
|
141K
$7.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-8.48K- 37.36% |
$337K - $401K
|
14.2K
$750K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-9.02K- 50.81% |
$358K - $426K
|
8.74K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-9.15K- 2.12% |
$363K - $432K
|
423K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.24K- 24.02% |
$367K - $436K
|
29.2K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.3K- 29.33% |
$410K - $488K
|
24.9K
$1.31M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-10.9K- 3.29% |
$431K - $513K
|
319K
$16.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-11.9K- 42.96% |
$472K - $562K
|
15.8K
$832K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.1K- 41.94% |
$518K - $616K
|
18.1K
$953K
|
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-13.3K- 10.13% |
$529K - $630K
|
118K
$6.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-13.5K- 5.16% |
$535K - $636K
|
248K
$13.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-15.7K- 73.18% |
$623K - $741K
|
5.75K
$303K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.9K- 31.58% |
$830K - $988K
|
45.3K
$2.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-22.1K- 5.67% |
$878K - $1.05M
|
368K
$19.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-23.2K- 32.22% |
$923K - $1.1M
|
48.9K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24.4K- 32.69% |
$969K - $1.15M
|
50.3K
$2.65M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29K- 12.74% |
$1.15M - $1.37M
|
199K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-31.5K- 7.96% |
$1.25M - $1.49M
|
364K
$19.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-33.6K- 1.78% |
$1.33M - $1.59M
|
1.86M
$98M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-34.6K- 52.46% |
$1.37M - $1.64M
|
31.4K
$1.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-38.2K- 35.11% |
$1.52M - $1.8M
|
70.6K
$3.72M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-38.2K- 3.57% |
$1.52M - $1.8M
|
1.03M
$54.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-40.6K- 50.09% |
$1.61M - $1.92M
|
40.4K
$2.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-42.9K- 12.03% |
$1.7M - $2.03M
|
314K
$16.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-46.3K- 25.44% |
$1.84M - $2.19M
|
136K
$7.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-46.8K- 37.67% |
$1.86M - $2.21M
|
77.5K
$4.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-50K- 39.24% |
$1.98M - $2.36M
|
77.4K
$4.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-55K- 9.99% |
$2.18M - $2.6M
|
495K
$26.1M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-57K- 35.56% |
$2.26M - $2.69M
|
103K
$5.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-58K- 14.04% |
$2.3M - $2.74M
|
355K
$18.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-58.8K- 85.34% |
$2.33M - $2.78M
|
10.1K
$532K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-63.1K- 10.7% |
$2.5M - $2.98M
|
526K
$27.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-65K- 43.18% |
$2.58M - $3.07M
|
85.6K
$4.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-71.4K- 5.84% |
$2.83M - $3.37M
|
1.15M
$60.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-87.1K- 3.69% |
$3.46M - $4.11M
|
2.27M
$120M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-114K- 16.09% |
$4.54M - $5.4M
|
596K
$31.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-135K- 51.41% |
$5.36M - $6.38M
|
128K
$6.73M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-180K- 19.13% |
$7.15M - $8.51M
|
762K
$40.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-199K- 32.71% |
$7.88M - $9.38M
|
409K
$21.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-199K- 49.81% |
$7.91M - $9.41M
|
201K
$10.6M
|