Purchases and Sales Made in Q4 2022 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
21.1K+ 504.46% |
$1.63M - $1.89M
|
25.2K
$3.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
20.5KNew |
$1.59M - $1.84M
|
20.5K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
20.3K+ 55.49% |
$1.57M - $1.82M
|
56.9K
$6.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
19.5K+ 4.14% |
$1.51M - $1.75M
|
491K
$59.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
18.1KNew |
$1.41M - $1.63M
|
18.1K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
17.9K+ 68.56% |
$1.39M - $1.6M
|
43.9K
$5.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.7K+ 4.31% |
$1.38M - $1.59M
|
429K
$52.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
17.5KNew |
$1.36M - $1.57M
|
17.5K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
16.1K+ 99.04% |
$1.25M - $1.44M
|
32.3K
$3.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
15KNew |
$1.16M - $1.35M
|
15K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
14.9K+ 142.87% |
$1.15M - $1.34M
|
25.3K
$3.09M
|
|
|
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
14.6KNew |
$1.13M - $1.31M
|
14.6K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.6KNew |
$1.13M - $1.31M
|
14.6K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14KNew |
$1.09M - $1.26M
|
14K
$1.71M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
13.8KNew |
$1.07M - $1.24M
|
13.8K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.6K+ 12.86% |
$1.06M - $1.22M
|
120K
$14.6M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$1.02M - $1.18M
|
13.1K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13K+ 4.48% |
$1.01M - $1.17M
|
304K
$37.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12.3K+ 4.2% |
$952K - $1.1M
|
304K
$37.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
12.1KNew |
$935K - $1.08M
|
12.1K
$1.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.3K+ 279.26% |
$878K - $1.02M
|
15.4K
$1.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
11.1KNew |
$862K - $998K
|
11.1K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
11.1KNew |
$858K - $994K
|
11.1K
$1.35M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.9KNew |
$848K - $982K
|
10.9K
$1.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.9K+ 218.82% |
$848K - $982K
|
15.9K
$1.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
10.4K+ 44.9% |
$807K - $934K
|
33.6K
$4.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.1K+ 89.68% |
$783K - $907K
|
21.4K
$2.61M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
9.88K+ 141.85% |
$766K - $888K
|
16.9K
$2.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.8KNew |
$760K - $880K
|
9.8K
$1.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
9.71K+ 11.36% |
$753K - $872K
|
95.2K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.7K+ 18.76% |
$752K - $871K
|
61.4K
$7.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
9.46K+ 101.06% |
$733K - $850K
|
18.8K
$2.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
8.99KNew |
$697K - $807K
|
8.99K
$1.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Sarasin & Partners LLP
|
BUY
|
- |
8.75K+ 0.64% |
$678K - $786K
|
1.38M
$168M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
8.26KNew |
$640K - $742K
|
8.26K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8.2KNew |
$636K - $737K
|
8.2K
$1M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.72K+ 25.09% |
$598K - $693K
|
38.5K
$4.7M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
7.58KNew |
$588K - $681K
|
7.58K
$925K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.39K+ 7.69% |
$573K - $663K
|
103K
$12.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
7.31K+ 15.05% |
$566K - $656K
|
55.9K
$6.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.28K+ 59.2% |
$564K - $654K
|
19.6K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.23K+ 120.98% |
$561K - $649K
|
13.2K
$1.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
7.13K+ 212.56% |
$552K - $640K
|
10.5K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.12KNew |
$552K - $640K
|
7.12K
$869K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.96KNew |
$540K - $625K
|
6.96K
$850K
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
6.64K+ 8.8% |
$515K - $596K
|
82.2K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
6.56KNew |
$509K - $589K
|
6.56K
$801K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.55KNew |
$508K - $588K
|
6.55K
$800K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.48KNew |
$503K - $582K
|
6.48K
$791K
|
|
|
Feb 10, 2023
Q4 2022
|
Verger Capital Management LLC
|
BUY
|
- |
6.44K+ 2.9% |
$499K - $579K
|
229K
$27.9M
|