Purchases and Sales Made in Q2 2022 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.33K- 7.79% |
$109K - $134K
|
15.7K
$1.91M
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.39K- 2.03% |
$114K - $141K
|
67.2K
$8.21M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.48K- 3.24% |
$121K - $150K
|
44.1K
$5.38M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.49K- 1.21% |
$122K - $151K
|
122K
$14.9M
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.5KClosed |
$123K - $152K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.53K- 21.69% |
$125K - $155K
|
5.51K
$672K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.57K- 35.92% |
$129K - $159K
|
2.81K
$342K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.74KClosed |
$142K - $176K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.8K- 86.04% |
$147K - $183K
|
292
$35.6K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.81K- 14.32% |
$148K - $184K
|
10.8K
$1.32M
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.81K- 0.41% |
$149K - $184K
|
444K
$54.1M
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.83K- 2.26% |
$150K - $185K
|
79K
$9.64M
|
|
Aug 15, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.88K- 5.3% |
$154K - $190K
|
33.5K
$4.09M
|
|
Jul 13, 2022
Q2 2022
|
Sarasin & Partners LLP
|
SELL
|
- |
-1.95K- 0.15% |
$160K - $198K
|
1.3M
$159M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.99K- 21.6% |
$163K - $202K
|
7.24K
$883K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-2KClosed |
$164K - $203K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.04KClosed |
$167K - $206K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.04K- 6.18% |
$167K - $207K
|
31K
$3.78M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-2.05KClosed |
$168K - $208K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.05KClosed |
$168K - $208K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.08KClosed |
$170K - $211K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.08K- 7.65% |
$170K - $211K
|
25.1K
$3.07M
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.09K- 4.93% |
$171K - $212K
|
40.3K
$4.92M
|
|
Aug 12, 2022
Q2 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-2.1KClosed |
$172K - $213K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.1KClosed |
$172K - $213K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.14KClosed |
$176K - $217K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.15KClosed |
$176K - $218K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.16KClosed |
$177K - $219K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.16K- 10.06% |
$177K - $219K
|
19.3K
$2.36M
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.16KClosed |
$177K - $219K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.2KClosed |
$180K - $223K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-2.21KClosed |
$181K - $224K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.27KClosed |
$186K - $230K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.32K- 45.99% |
$190K - $236K
|
2.73K
$333K
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.34KClosed |
$192K - $237K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.35K- 7.43% |
$192K - $238K
|
29.2K
$3.57M
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.35KClosed |
$193K - $238K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Highlander Partners, L.P.
|
SELL
|
- |
-2.36KClosed |
$193K - $239K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.46K- 48.85% |
$202K - $250K
|
2.58K
$315K
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.47K- 3.74% |
$202K - $250K
|
63.6K
$7.76M
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.47KClosed |
$203K - $251K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-2.52K- 8.87% |
$207K - $256K
|
25.9K
$3.16M
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.55K- 0.67% |
$209K - $258K
|
376K
$45.9M
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-2.58K- 14.15% |
$211K - $261K
|
15.6K
$1.91M
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.59KClosed |
$212K - $262K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.65K- 3.95% |
$217K - $269K
|
64.4K
$7.86M
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.67K- 10.66% |
$219K - $270K
|
22.4K
$2.73M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.68K- 9.78% |
$220K - $272K
|
24.7K
$3.02M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.68K- 4.57% |
$220K - $272K
|
56K
$6.84M
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.72K- 5.62% |
$223K - $276K
|
45.7K
$5.58M
|