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 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-150- 3.34% |
$17.6K - $18.5K
|
4.34K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-151- 3.98% |
$17.7K - $18.6K
|
3.65K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-156- 2.2% |
$18.3K - $19.2K
|
6.95K
$839K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-157- 0.36% |
$18.4K - $19.3K
|
44.1K
$5.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-160- 2.5% |
$18.7K - $19.7K
|
6.23K
$753K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-162- 0.4% |
$19K - $19.9K
|
40.5K
$4.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-165- 5.98% |
$19.3K - $20.3K
|
2.6K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-169- 8.14% |
$19.8K - $20.8K
|
1.91K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-170- 1.07% |
$19.9K - $20.9K
|
15.6K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-171- 7.26% |
$20K - $21K
|
2.18K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-185- 0.8% |
$21.7K - $22.8K
|
22.9K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-196- 23.44% |
$22.9K - $24.1K
|
640
$77.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-224- 1.59% |
$26.2K - $27.6K
|
13.9K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-227- 11.38% |
$26.6K - $27.9K
|
1.77K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-241- 1.77% |
$28.2K - $29.7K
|
13.4K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-255- 11.31% |
$29.8K - $31.4K
|
2K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-265- 1.72% |
$31K - $32.6K
|
15.2K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-266- 20.88% |
$31.1K - $32.7K
|
1.01K
$122K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-290- 1.93% |
$33.9K - $35.7K
|
14.7K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-293- 7.41% |
$34.3K - $36K
|
3.66K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-295- 11.51% |
$34.5K - $36.3K
|
2.27K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-299- 7.01% |
$35K - $36.8K
|
3.97K
$479K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-300- 2.27% |
$35.1K - $36.9K
|
12.9K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-308- 1.66% |
$36.1K - $37.9K
|
18.2K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-310- 1.45% |
$36.3K - $38.1K
|
21.1K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-345- 9.95% |
$40.4K - $42.4K
|
3.12K
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-375- 10.54% |
$43.9K - $46.1K
|
3.18K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-392- 16.24% |
$45.9K - $48.2K
|
2.02K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-405- 6.22% |
$47.4K - $49.8K
|
6.1K
$737K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-430- 0.94% |
$50.3K - $52.9K
|
45.5K
$5.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-431- 1.17% |
$50.4K - $53K
|
36.3K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-431- 1.48% |
$50.4K - $53K
|
28.8K
$3.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-450- 3.31% |
$52.7K - $55.4K
|
13.1K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-496- 0.4% |
$58.1K - $61K
|
124K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-496- 11.65% |
$58.1K - $61K
|
3.76K
$454K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-512- 22.54% |
$59.9K - $63K
|
1.76K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-631- 11.36% |
$73.9K - $77.6K
|
4.93K
$595K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-639- 5.2% |
$74.8K - $78.6K
|
11.6K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-650- 3.56% |
$76.1K - $80K
|
17.6K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-691- 7.03% |
$80.9K - $85K
|
9.14K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-720- 7.29% |
$84.3K - $88.6K
|
9.16K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-762- 0.4% |
$89.2K - $93.7K
|
192K
$23.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-773- 5.37% |
$90.5K - $95.1K
|
13.6K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-863- 1.39% |
$101K - $106K
|
61.3K
$7.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-893- 1.97% |
$105K - $110K
|
44.5K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-906- 15.35% |
$106K - $111K
|
5K
$604K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-919- 3.08% |
$108K - $113K
|
28.9K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-950- 19.5% |
$111K - $117K
|
3.92K
$474K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-971- 1.22% |
$114K - $119K
|
78.8K
$9.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-972- 2.1% |
$114K - $120K
|
45.3K
$5.48M
|