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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.42KNew |
$497K - $576K
|
6.42K
$777K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
6.34K+ 3.54% |
$492K - $570K
|
185K
$22.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.32K+ 87.88% |
$490K - $567K
|
13.5K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6.26K+ 0.35% |
$486K - $562K
|
1.82M
$220M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.07K+ 29.62% |
$470K - $545K
|
26.5K
$3.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.01K+ 33.32% |
$466K - $539K
|
24K
$2.91M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
5.85KNew |
$453K - $525K
|
5.85K
$709K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
5.56KNew |
$431K - $499K
|
5.56K
$674K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.54K+ 10.15% |
$430K - $498K
|
60.1K
$7.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.54KNew |
$429K - $497K
|
5.54K
$671K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.5KNew |
$426K - $494K
|
5.5K
$666K
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
5.38K+ 269.0% |
$417K - $483K
|
7.38K
$894K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.37KNew |
$416K - $482K
|
5.37K
$650K
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5.28K+ 1.63% |
$409K - $474K
|
329K
$39.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.15KNew |
$399K - $462K
|
5.15K
$624K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5KNew |
$387K - $449K
|
5K
$605K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.95KNew |
$384K - $445K
|
4.95K
$600K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.94KNew |
$383K - $443K
|
4.94K
$598K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.92KNew |
$381K - $442K
|
4.92K
$596K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.83K+ 46.2% |
$374K - $433K
|
15.3K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.83KNew |
$374K - $433K
|
4.83K
$585K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.75K+ 36.06% |
$368K - $426K
|
17.9K
$2.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
4.73KNew |
$367K - $425K
|
4.73K
$574K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.46KNew |
$346K - $401K
|
4.46K
$541K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.42K+ 42.32% |
$342K - $397K
|
14.9K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 10.03% |
$342K - $396K
|
48.4K
$5.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.32K+ 15.59% |
$335K - $388K
|
32K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.3KNew |
$334K - $386K
|
4.3K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
4.16KNew |
$322K - $373K
|
4.16K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
4.12K+ 15.56% |
$319K - $370K
|
30.6K
$3.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
4.08K+ 69.48% |
$316K - $366K
|
9.94K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.87KNew |
$300K - $348K
|
3.87K
$469K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
3.65K+ 12.08% |
$283K - $328K
|
33.9K
$4.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
3.64KNew |
$282K - $327K
|
3.64K
$441K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
3.64KNew |
$282K - $327K
|
3.64K
$441K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.6KNew |
$279K - $323K
|
3.6K
$436K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.55KNew |
$275K - $318K
|
3.55K
$430K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.5K+ 30.43% |
$271K - $314K
|
15K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.5K+ 30.43% |
$271K - $314K
|
15K
$1.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.45KNew |
$267K - $310K
|
3.45K
$418K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.4K+ 258.48% |
$263K - $305K
|
4.71K
$571K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.39KNew |
$262K - $304K
|
3.39K
$410K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.36K+ 8.54% |
$261K - $302K
|
42.8K
$5.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.16KNew |
$245K - $284K
|
3.16K
$383K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
3.15KNew |
$244K - $283K
|
3.15K
$382K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.11K+ 197.9% |
$241K - $280K
|
4.69K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.1K+ 19.24% |
$240K - $278K
|
19.2K
$2.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
3.08KNew |
$239K - $276K
|
3.08K
$373K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.07K+ 1.02% |
$238K - $276K
|
304K
$36.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.02K+ 6.59% |
$234K - $271K
|
48.8K
$5.92M
|