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 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.39K- 52.71% |
$108K - $125K
|
1.25K
$152K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.4K- 5.11% |
$109K - $126K
|
26.1K
$3.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.42K- 8.39% |
$110K - $127K
|
15.5K
$1.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-1.56K- 56.16% |
$121K - $140K
|
1.22K
$149K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.57K- 6.74% |
$121K - $141K
|
21.7K
$2.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.58K- 1.06% |
$122K - $142K
|
148K
$18M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.62K- 17.65% |
$126K - $146K
|
7.58K
$925K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.65K- 6.71% |
$128K - $148K
|
22.9K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
SELL
|
- |
-1.71K- 4.17% |
$132K - $153K
|
39.2K
$4.79M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.77K- 20.35% |
$137K - $159K
|
6.93K
$845K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.82K- 27.75% |
$141K - $163K
|
4.74K
$578K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91K- 6.9% |
$148K - $172K
|
25.8K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.98K- 5.78% |
$153K - $177K
|
32.2K
$3.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-2.1K- 22.62% |
$163K - $189K
|
7.19K
$877K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-2.14K- 12.33% |
$166K - $193K
|
15.3K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 1.73% |
$168K - $195K
|
123K
$15.1M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.27K- 10.33% |
$176K - $204K
|
19.7K
$2.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-2.31K- 10.3% |
$179K - $207K
|
20.1K
$2.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.35K- 33.1% |
$182K - $211K
|
4.75K
$580K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.5K- 2.37% |
$194K - $225K
|
103K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.5K- 2.37% |
$194K - $225K
|
103K
$12.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.58K- 3.32% |
$200K - $232K
|
75.2K
$9.18M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.6K- 38.49% |
$202K - $234K
|
4.16K
$507K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.61K- 7.6% |
$203K - $235K
|
31.7K
$3.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.81K- 89.21% |
$218K - $253K
|
340
$41.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.92K- 11.69% |
$226K - $262K
|
22K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.97K- 53.86% |
$230K - $266K
|
2.54K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.25K- 31.15% |
$252K - $291K
|
7.18K
$876K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.3K- 58.27% |
$255K - $296K
|
2.36K
$288K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.36K- 3.55% |
$260K - $302K
|
91.2K
$11.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.44K- 12.8% |
$267K - $309K
|
23.4K
$2.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3.57K- 7.23% |
$277K - $320K
|
45.8K
$5.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.58K- 19.53% |
$277K - $321K
|
14.7K
$1.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-3.68K- 39.65% |
$285K - $330K
|
5.6K
$683K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.68K- 7.24% |
$286K - $331K
|
47.2K
$5.76M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.86K- 50.21% |
$299K - $347K
|
3.83K
$467K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.9K- 7.41% |
$302K - $350K
|
48.6K
$5.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.7K- 9.15% |
$364K - $422K
|
46.6K
$5.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.85K- 18.36% |
$376K - $435K
|
21.5K
$2.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.3K- 0.39% |
$410K - $475K
|
1.35M
$164M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.33K- 6.95% |
$413K - $478K
|
71.3K
$8.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-5.34K- 0.28% |
$414K - $480K
|
1.93M
$235M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.39K- 0.96% |
$418K - $484K
|
557K
$68M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.53K- 12.4% |
$429K - $497K
|
39.1K
$4.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.8K- 17.62% |
$449K - $520K
|
27.1K
$3.31M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
SELL
|
- |
-6.44K- 52.55% |
$499K - $578K
|
5.82K
$710K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-6.91K- 32.72% |
$536K - $621K
|
14.2K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.44K- 32.95% |
$577K - $668K
|
15.1K
$1.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Nationwide Asset Management LLC
|
SELL
|
- |
-7.9K- 3.8% |
$612K - $709K
|
200K
$24.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.95K- 16.91% |
$616K - $714K
|
39.1K
$4.77M
|