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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.51K+ 39.04% |
$99.4K - $118K
|
8.92K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.45KNew |
$97.4K - $116K
|
2.45K
$127K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2.45K+ 3.17% |
$97.3K - $116K
|
79.8K
$4.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.4KNew |
$95.2K - $113K
|
2.4K
$124K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.27K+ 29.49% |
$90K - $107K
|
9.95K
$514K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.14K+ 15.06% |
$84.9K - $101K
|
16.3K
$843K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.94KNew |
$77.1K - $91.7K
|
1.94K
$100K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.94KNew |
$77.1K - $91.7K
|
1.94K
$100K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.93K+ 1.4% |
$76.6K - $91.2K
|
140K
$7.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.85K+ 73.35% |
$73.4K - $87.4K
|
4.37K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.82K+ 0.99% |
$72.2K - $86K
|
185K
$9.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.76K+ 10.03% |
$69.9K - $83.2K
|
19.3K
$997K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.75K+ 33.57% |
$69.6K - $82.8K
|
6.98K
$360K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.62KNew |
$64.1K - $76.3K
|
1.62K
$83.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.52K+ 6.01% |
$60.4K - $71.8K
|
26.8K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.47KNew |
$58.1K - $69.2K
|
1.47K
$75.6K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.43K+ 36.1% |
$56.9K - $67.7K
|
5.4K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.31KNew |
$52K - $61.9K
|
1.31K
$67.6K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.16KNew |
$46.1K - $54.8K
|
1.16K
$59.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.14K+ 5.96% |
$45.4K - $54K
|
20.3K
$1.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.13K+ 11.5% |
$44.8K - $53.3K
|
10.9K
$565K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
1.12K+ 1.25% |
$44.3K - $52.7K
|
90.2K
$4.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.06K+ 13.86% |
$41.9K - $49.9K
|
8.68K
$448K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.01K+ 12.89% |
$40K - $47.6K
|
8.82K
$455K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
971New |
$38.5K - $45.9K
|
971
$50.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
900New |
$35.7K - $42.5K
|
900
$46.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
824+ 8.41% |
$32.7K - $38.9K
|
10.6K
$548K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
699+ 0.19% |
$27.7K - $33K
|
371K
$19.1M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
694New |
$27.5K - $32.8K
|
694
$35.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
680+ 4.85% |
$27K - $32.1K
|
14.7K
$759K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
642New |
$25.5K - $30.3K
|
642
$33.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
631New |
$25K - $29.8K
|
631
$32.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
585+ 8.74% |
$23.2K - $27.6K
|
7.28K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
583+ 3.49% |
$23.1K - $27.5K
|
17.3K
$891K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
545New |
$21.6K - $25.7K
|
545
$28.1K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
525+ 0.82% |
$20.8K - $24.8K
|
64.2K
$3.31M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
525+ 0.82% |
$20.8K - $24.8K
|
64.2K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
498New |
$19.8K - $23.5K
|
498
$25.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
433+ 4.46% |
$17.2K - $20.5K
|
10.1K
$524K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
430+ 0.6% |
$17.1K - $20.3K
|
71.8K
$3.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
422+ 0.94% |
$16.7K - $19.9K
|
45.5K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
420New |
$16.7K - $19.8K
|
420
$21.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
402+ 0.84% |
$16K - $19K
|
48.5K
$2.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
351+ 0.81% |
$13.9K - $16.6K
|
43.6K
$2.25M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
348New |
$13.8K - $16.4K
|
348
$18K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
330+ 6.47% |
$13.1K - $15.6K
|
5.43K
$280K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
326New |
$12.9K - $15.4K
|
326
$16.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
326New |
$12.9K - $15.4K
|
326
$16.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
322+ 4.64% |
$12.8K - $15.2K
|
7.26K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
272New |
$10.8K - $12.8K
|
272
$14K
|