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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.96K+ 67.08% |
$230K - $266K
|
7.38K
$901K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
2.85KNew |
$221K - $256K
|
2.85K
$348K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.82KNew |
$218K - $253K
|
2.82K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.81K+ 28.94% |
$218K - $253K
|
12.5K
$1.53M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 32.91% |
$213K - $246K
|
11.1K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.74KNew |
$212K - $246K
|
2.74K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.7KNew |
$209K - $242K
|
2.7K
$329K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.68K+ 362.25% |
$208K - $240K
|
3.42K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.65K+ 11.78% |
$206K - $238K
|
25.2K
$3.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.64KNew |
$205K - $237K
|
2.64K
$322K
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2.49KNew |
$193K - $223K
|
2.49K
$304K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
2.45K+ 46.74% |
$190K - $220K
|
7.68K
$937K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
2.44K+ 1.09% |
$189K - $219K
|
225K
$27.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Highlander Partners, L.P.
|
BUY
|
- |
2.36KNew |
$183K - $212K
|
2.36K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.28K+ 23.61% |
$177K - $205K
|
11.9K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.18K+ 8.18% |
$169K - $196K
|
28.8K
$3.52M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.98K+ 22.07% |
$153K - $178K
|
10.9K
$1.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.81K+ 7.46% |
$140K - $162K
|
26K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.72KNew |
$133K - $154K
|
1.72K
$209K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
1.7K+ 30.38% |
$132K - $153K
|
7.3K
$892K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.56K+ 29.33% |
$121K - $140K
|
6.87K
$838K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.55K+ 15.16% |
$120K - $139K
|
11.8K
$1.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.47K+ 247.23% |
$114K - $132K
|
2.07K
$252K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.43K+ 19.62% |
$111K - $128K
|
8.72K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.42K+ 2.19% |
$110K - $128K
|
66.3K
$8.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.42KNew |
$110K - $127K
|
1.42K
$173K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.36KNew |
$105K - $122K
|
1.36K
$165K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 0.17% |
$104K - $121K
|
800K
$97.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
1.33KNew |
$103K - $120K
|
1.33K
$162K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.32K+ 2.68% |
$102K - $118K
|
50.5K
$6.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.29K+ 3.86% |
$99.8K - $116K
|
34.6K
$4.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.28K+ 2.26% |
$99.4K - $115K
|
58.1K
$7.09M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.26K+ 3.81% |
$97.7K - $113K
|
34.4K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.22K+ 2.54% |
$94.3K - $109K
|
49.2K
$6M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.1KNew |
$85.1K - $98.6K
|
1.1K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.05K+ 10.12% |
$81.2K - $94.1K
|
11.4K
$1.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
975+ 25.46% |
$75.6K - $87.6K
|
4.81K
$586K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
961+ 9.64% |
$74.5K - $86.3K
|
10.9K
$1.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
957+ 0.71% |
$74.2K - $85.9K
|
135K
$16.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
921+ 13.33% |
$71.4K - $82.7K
|
7.83K
$955K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
905+ 2.5% |
$70.2K - $81.3K
|
37.1K
$4.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
900+ 1.29% |
$69.8K - $80.8K
|
70.8K
$8.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
875New |
$67.8K - $78.6K
|
875
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
830+ 2.2% |
$64.3K - $74.5K
|
38.6K
$4.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
772+ 14.47% |
$59.8K - $69.3K
|
6.11K
$746K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
769+ 9.51% |
$59.6K - $69.1K
|
8.86K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
728New |
$56.4K - $65.4K
|
728
$88.9K
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
727+ 26.49% |
$56.4K - $65.3K
|
3.47K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
671+ 6.72% |
$52K - $60.3K
|
10.7K
$1.3M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
626+ 9.05% |
$48.5K - $56.2K
|
7.54K
$920K
|