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 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.85KClosed |
$723K - $835K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-8.34K- 27.22% |
$768K - $886K
|
22.3K
$2.7M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-8.51K- 3.06% |
$783K - $904K
|
269K
$32.6M
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-8.54K- 34.84% |
$786K - $908K
|
16K
$1.93M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.91K- 81.29% |
$821K - $948K
|
2.05K
$249K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-9.04K- 2.5% |
$833K - $962K
|
353K
$42.7M
|
|
|
May 16, 2022
Q1 2022
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-9.73KClosed |
$896K - $1.03M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-10K- 38.85% |
$921K - $1.06M
|
15.7K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-10.6KClosed |
$972K - $1.12M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-10.6K- 13.07% |
$976K - $1.13M
|
70.5K
$8.54M
|
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-11KClosed |
$1.01M - $1.17M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11.1K- 12.98% |
$1.02M - $1.18M
|
74.2K
$8.99M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.2K- 3.79% |
$1.13M - $1.3M
|
310K
$37.6M
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-14.9K- 41.95% |
$1.37M - $1.59M
|
20.6K
$2.5M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-15.1KClosed |
$1.39M - $1.61M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 24.97% |
$1.43M - $1.65M
|
46.7K
$5.66M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.7K- 57.19% |
$1.44M - $1.67M
|
11.7K
$1.42M
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16.2KClosed |
$1.49M - $1.72M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.8K- 6.61% |
$1.73M - $2M
|
265K
$32.2M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-19.5K- 25.91% |
$1.79M - $2.07M
|
55.6K
$6.74M
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-20.2K- 19.48% |
$1.86M - $2.14M
|
83.3K
$10.1M
|
|
|
May 05, 2022
Q1 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-22.2K- 17.7% |
$2.04M - $2.36M
|
103K
$12.5M
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-23.3K- 18.44% |
$2.14M - $2.47M
|
103K
$12.5M
|
|
|
May 16, 2022
Q1 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-27.7K- 61.03% |
$2.55M - $2.95M
|
17.7K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-28.3K- 7.78% |
$2.6M - $3M
|
335K
$40.6M
|
|
|
Aug 15, 2022
Q1 2022
|
Capricorn Investment Group LLC
|
SELL
|
- |
-30.1K- 42.52% |
$2.77M - $3.2M
|
40.7K
$4.93M
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-30.2KClosed |
$2.79M - $3.22M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-30.6KClosed |
$2.82M - $3.25M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31.2KClosed |
$2.87M - $3.32M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32K- 42.92% |
$2.95M - $3.4M
|
42.5K
$5.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-35K- 55.86% |
$3.22M - $3.72M
|
27.7K
$3.35M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.3K- 9.16% |
$3.34M - $3.86M
|
360K
$43.6M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-38.9K- 70.52% |
$3.59M - $4.14M
|
16.3K
$1.97M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-39.9K- 53.88% |
$3.68M - $4.25M
|
34.2K
$4.14M
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-40KClosed |
$3.68M - $4.25M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-40.8K- 62.88% |
$3.76M - $4.34M
|
24.1K
$2.92M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-42.6K- 23.54% |
$3.93M - $4.53M
|
138K
$16.8M
|
|
|
May 12, 2022
Q1 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-43K- 52.45% |
$3.96M - $4.57M
|
39K
$4.72M
|
|
|
May 16, 2022
Q1 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-43.2K- 61.36% |
$3.98M - $4.59M
|
27.2K
$3.3M
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-43.5KClosed |
$4.01M - $4.63M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-44.3K- 5.78% |
$4.08M - $4.71M
|
723K
$87.6M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-44.7K- 93.01% |
$4.12M - $4.76M
|
3.36K
$408K
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-45.1K- 10.65% |
$4.16M - $4.8M
|
379K
$45.9M
|
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-46.6K- 65.8% |
$4.3M - $4.96M
|
24.2K
$2.94M
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-47.1K- 57.12% |
$4.34M - $5.01M
|
35.4K
$4.29M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.6K- 1.36% |
$4.57M - $5.27M
|
3.61M
$437M
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-58.7K- 51.78% |
$5.41M - $6.24M
|
54.7K
$6.63M
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-58.8K- 38.56% |
$5.42M - $6.25M
|
93.7K
$11.4M
|
|
|
May 16, 2022
Q1 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-62.9K- 36.85% |
$5.79M - $6.69M
|
108K
$13.1M
|
|
|
May 11, 2022
Q1 2022
|
Jennison Associates LLC
|
SELL
|
- |
-67.5K- 52.28% |
$6.21M - $7.17M
|
61.6K
$7.46M
|