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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-572- 16.7% |
$22.7K - $27K
|
2.85K
$147K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-738- 6.65% |
$29.3K - $34.9K
|
10.4K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-762- 13.08% |
$30.2K - $36K
|
5.06K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-798- 2.77% |
$31.7K - $37.7K
|
28K
$1.44M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-886- 6.08% |
$35.2K - $41.8K
|
13.7K
$706K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-951- 8.64% |
$37.7K - $44.9K
|
10.1K
$519K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-952- 0.22% |
$37.8K - $45K
|
432K
$22.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-1K- 14.08% |
$39.7K - $47.2K
|
6.1K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.07K- 2.48% |
$42.6K - $50.7K
|
42.3K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.1K- 50.18% |
$43.7K - $52K
|
1.09K
$56.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.2K- 30.38% |
$47.6K - $56.7K
|
2.75K
$142K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.21K- 17.08% |
$47.9K - $57K
|
5.85K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 2.27% |
$48.7K - $57.9K
|
52.8K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.24K- 1.44% |
$49K - $58.3K
|
84.3K
$4.35M
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.25K- 5.54% |
$49.7K - $59.1K
|
21.3K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.35K- 1.74% |
$53.5K - $63.7K
|
76.1K
$3.93M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.38K- 6.7% |
$54.6K - $64.9K
|
19.1K
$988K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.55K- 2.71% |
$61.4K - $73.1K
|
55.6K
$2.87M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.57K- 9.83% |
$62.3K - $74.1K
|
14.4K
$743K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.88K- 1.81% |
$74.5K - $88.6K
|
102K
$5.26M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.92K- 15.51% |
$76.2K - $90.7K
|
10.5K
$540K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.93K- 93.06% |
$76.6K - $91.2K
|
144
$7.43K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.02K- 70.16% |
$80.1K - $95.3K
|
858
$44.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.07K- 14.88% |
$82.3K - $98K
|
11.9K
$612K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.17K- 15.68% |
$86.1K - $102K
|
11.7K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.18K- 3.98% |
$86.6K - $103K
|
52.6K
$2.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.19K- 1.45% |
$86.9K - $103K
|
149K
$7.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.21K- 0.22% |
$87.6K - $104K
|
1.02M
$52.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.31K- 2.06% |
$91.6K - $109K
|
110K
$5.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-2.47K- 1.1% |
$98.1K - $117K
|
223K
$11.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.5K- 15.13% |
$99.2K - $118K
|
14K
$724K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.69K- 2.89% |
$107K - $127K
|
90.2K
$4.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.91K- 10.91% |
$115K - $137K
|
23.7K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.96K- 1.78% |
$118K - $140K
|
163K
$8.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.99K- 40.1% |
$119K - $141K
|
4.46K
$230K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.15K- 11.07% |
$125K - $149K
|
25.3K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.31K- 33.57% |
$131K - $156K
|
6.55K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.35K- 4.06% |
$133K - $158K
|
79.3K
$4.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.37K- 25.02% |
$134K - $159K
|
10.1K
$521K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.37K- 45.85% |
$134K - $159K
|
3.98K
$205K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.49K- 30.54% |
$138K - $165K
|
7.93K
$409K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.49K- 37.84% |
$139K - $165K
|
5.74K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-3.82K- 17.62% |
$152K - $180K
|
17.9K
$921K
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
SELL
|
- |
-3.86K- 4.9% |
$153K - $182K
|
74.9K
$3.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-3.87K- 29.26% |
$154K - $183K
|
9.36K
$483K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-4.03K- 6.01% |
$160K - $190K
|
63K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.16K- 9.72% |
$165K - $196K
|
38.6K
$1.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.18K- 6.65% |
$166K - $197K
|
58.7K
$3.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.27K- 8.75% |
$170K - $202K
|
44.6K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.41K- 9.79% |
$175K - $208K
|
40.7K
$2.1M
|