Purchases and Sales Made in Q4 2024 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 2024. 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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-973- 13.98% |
$114K - $120K
|
5.99K
$724K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.06K- 4.73% |
$124K - $131K
|
21.4K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.11K- 20.39% |
$129K - $136K
|
4.31K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 8.92% |
$136K - $143K
|
11.8K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Wind River Trust CO
|
SELL
|
- |
-1.25K- 1.02% |
$146K - $154K
|
121K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 9.09% |
$146K - $154K
|
12.5K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 1.74% |
$147K - $154K
|
70.9K
$8.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.26K- 1.96% |
$148K - $155K
|
63.3K
$7.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.32K- 8.56% |
$154K - $162K
|
14.1K
$1.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.41K- 23.21% |
$165K - $173K
|
4.67K
$564K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.51K- 10.37% |
$177K - $186K
|
13.1K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.53K- 20.36% |
$179K - $188K
|
5.99K
$724K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.71K- 0.85% |
$200K - $210K
|
200K
$24.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.71K- 17.38% |
$201K - $211K
|
8.15K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.73K- 1.15% |
$203K - $213K
|
149K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.8K- 5.11% |
$211K - $221K
|
33.4K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.85K- 0.11% |
$216K - $227K
|
1.75M
$212M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.93K- 24.27% |
$226K - $237K
|
6.02K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.95K- 31.18% |
$229K - $240K
|
4.31K
$521K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.96K- 15.34% |
$229K - $241K
|
10.8K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.02K- 8.65% |
$236K - $248K
|
21.3K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.1K- 2.56% |
$246K - $258K
|
79.9K
$9.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.12K- 16.89% |
$248K - $260K
|
10.4K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.13K- 5.31% |
$249K - $262K
|
37.9K
$4.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.16K- 4.64% |
$253K - $266K
|
44.4K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.21K- 5.15% |
$259K - $272K
|
40.7K
$4.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-2.36K- 0.56% |
$276K - $290K
|
417K
$50.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.65K- 2.13% |
$310K - $326K
|
122K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.68K- 0.68% |
$314K - $330K
|
390K
$47.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.83K- 39.49% |
$331K - $348K
|
4.34K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-2.9K- 3.36% |
$339K - $357K
|
83.3K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-3.04K- 7.68% |
$356K - $374K
|
36.5K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.13K- 1.41% |
$366K - $384K
|
218K
$26.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-3.21K- 12.15% |
$376K - $395K
|
23.2K
$2.81M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-3.23K- 11.74% |
$378K - $397K
|
24.3K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.27K- 1.35% |
$383K - $402K
|
238K
$28.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.73K- 60.4% |
$436K - $459K
|
2.45K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.8K- 50.34% |
$445K - $468K
|
3.75K
$453K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.81K- 5.69% |
$445K - $468K
|
63K
$7.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.06K- 26.46% |
$475K - $499K
|
11.3K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.13K- 68.72% |
$484K - $508K
|
1.88K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.16K- 57.73% |
$487K - $512K
|
3.04K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Brandywine Managers, LLC
Hockessin, DE |
SELL
|
- |
-4.17K- 1.19% |
$488K - $513K
|
346K
$41.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.85K- 21.35% |
$568K - $597K
|
17.9K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.62K- 43.09% |
$658K - $691K
|
7.42K
$897K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5.95K- 54.77% |
$696K - $731K
|
4.91K
$593K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.81K- 99.93% |
$797K - $838K
|
5
$604
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.26K- 1.04% |
$849K - $893K
|
691K
$83.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-7.49K- 74.38% |
$876K - $921K
|
2.58K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.81K- 7.2% |
$914K - $960K
|
101K
$12.2M
|