Purchases and Sales Made in Q1 2022 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
409+ 17.77% |
$37.7K - $43.5K
|
2.71K
$329K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
385+ 0.83% |
$35.5K - $40.9K
|
47K
$5.7M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
374+ 6.09% |
$34.4K - $39.8K
|
6.51K
$789K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
349+ 20.59% |
$32.1K - $37.1K
|
2.04K
$248K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
346+ 1.5% |
$31.9K - $36.8K
|
23.4K
$2.84M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
334+ 5.6% |
$30.8K - $35.5K
|
6.3K
$763K
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
323+ 32.69% |
$29.8K - $34.3K
|
1.31K
$159K
|
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
316+ 0.56% |
$29.1K - $33.6K
|
56.4K
$6.83M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
300+ 5.68% |
$27.6K - $31.9K
|
5.58K
$677K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
292+ 7.19% |
$26.9K - $31.1K
|
4.35K
$527K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
285+ 0.63% |
$26.3K - $30.3K
|
45.6K
$5.52M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
280+ 4.03% |
$25.8K - $29.8K
|
7.22K
$875K
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
272+ 13.6% |
$25.1K - $28.9K
|
2.27K
$275K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
258+ 2.66% |
$23.8K - $27.4K
|
9.98K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
205+ 2.91% |
$18.9K - $21.8K
|
7.26K
$880K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
188+ 2.91% |
$17.3K - $20K
|
6.65K
$805K
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
BUY
|
- |
169+ 5.87% |
$15.6K - $18K
|
3.05K
$369K
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
165+ 2.18% |
$15.2K - $17.5K
|
7.73K
$936K
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
160+ 3.0% |
$14.7K - $17K
|
5.49K
$666K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
158+ 0.59% |
$14.6K - $16.8K
|
26.9K
$3.26M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
135New |
$12.4K - $14.4K
|
135
$16.4K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
113+ 1.52% |
$10.4K - $12K
|
7.54K
$914K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
113+ 32.94% |
$10.4K - $12K
|
456
$55.3K
|
|
|
May 04, 2022
Q1 2022
|
Verger Capital Management LLC
|
BUY
|
- |
108+ 0.07% |
$9.95K - $11.5K
|
160K
$19.3M
|
|
|
May 16, 2022
Q1 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
100+ 5.88% |
$9.21K - $10.6K
|
1.8K
$218K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$9.21K - $10.6K
|
100
$12.1K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
95+ 0.56% |
$8.75K - $10.1K
|
17.1K
$2.07M
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
95+ 3.13% |
$8.75K - $10.1K
|
3.13K
$379K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
80+ 0.54% |
$7.37K - $8.51K
|
14.9K
$1.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
75+ 1.82% |
$6.91K - $7.98K
|
4.21K
$510K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
72+ 6.8% |
$6.63K - $7.66K
|
1.13K
$137K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
65+ 0.45% |
$5.99K - $6.91K
|
14.6K
$1.76M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
65+ 1.79% |
$5.99K - $6.91K
|
3.69K
$447K
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
63+ 2.07% |
$5.8K - $6.7K
|
3.11K
$376K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
61+ 0.82% |
$5.62K - $6.49K
|
7.54K
$914K
|
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
60+ 4.66% |
$5.53K - $6.38K
|
1.35K
$163K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51+ 0.32% |
$4.7K - $5.42K
|
16K
$1.93M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50New |
$4.61K - $5.32K
|
50
$6.06K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
50New |
$4.61K - $5.32K
|
50
$6.06K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
50+ 8.56% |
$4.61K - $5.32K
|
634
$76.8K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
46New |
$4.24K - $4.89K
|
46
$5.57K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
45+ 0.77% |
$4.14K - $4.79K
|
5.92K
$717K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
37+ 0.04% |
$3.41K - $3.93K
|
90.5K
$11M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
34New |
$3.13K - $3.62K
|
34
$4.12K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
29+ 0.02% |
$2.67K - $3.08K
|
182K
$22M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
28+ 0.85% |
$2.58K - $2.98K
|
3.31K
$401K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25New |
$2.3K - $2.66K
|
25
$3.03K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22+ 0.17% |
$2.03K - $2.34K
|
12.9K
$1.56M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
18+ 0.52% |
$1.66K - $1.91K
|
3.48K
$422K
|
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
BUY
|
- |
11+ 0.04% |
$1.01K - $1.17K
|
29.9K
$3.62M
|