Purchases and Sales Made in Q3 2024 in Ishares Msci Acwi Ex Us ETF (ACWX)
This table provides information about the institutional ownership of Ishares Msci Acwi Ex Us ETF (ACWX) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI EX US ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.27K+ 18.61% |
$116K - $131K
|
14.5K
$783K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.25K+ 18.86% |
$115K - $130K
|
14.2K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.23KNew |
$113K - $129K
|
2.23K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.77K+ 269.45% |
$90.4K - $102K
|
2.43K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.74K+ 8.2% |
$88.7K - $101K
|
22.9K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.74K+ 6.4% |
$88.7K - $101K
|
28.9K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.68K+ 2.75% |
$85.4K - $96.8K
|
62.6K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.64K+ 20.75% |
$83.6K - $94.8K
|
9.54K
$516K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
1.45K+ 4.19% |
$74K - $83.9K
|
36.1K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.4KNew |
$71.2K - $80.8K
|
1.4K
$75.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.37K+ 0.13% |
$69.8K - $79.1K
|
1.03M
$56M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.29K+ 24.89% |
$65.7K - $74.5K
|
6.46K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.27K+ 98.91% |
$64.7K - $73.3K
|
2.55K
$138K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.21KNew |
$61.7K - $70K
|
1.21K
$65.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.11K+ 8.28% |
$56.4K - $64K
|
14.5K
$784K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.06K+ 0.47% |
$53.8K - $61K
|
228K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.02K+ 16.81% |
$52.1K - $59.1K
|
7.1K
$384K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.02K+ 8.89% |
$52K - $59K
|
12.5K
$676K
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.01K+ 1.47% |
$51.6K - $58.5K
|
69.9K
$3.78M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
904+ 9.72% |
$46.1K - $52.3K
|
10.2K
$553K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
780+ 1.32% |
$39.8K - $45.1K
|
59.9K
$3.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
650+ 1.84% |
$33.1K - $37.6K
|
36K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
591+ 0.25% |
$30.1K - $34.2K
|
233K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
499+ 5.12% |
$25.4K - $28.8K
|
10.2K
$554K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
428+ 4.28% |
$21.8K - $24.7K
|
10.4K
$564K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
424+ 7.89% |
$21.6K - $24.5K
|
5.8K
$314K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
388+ 8.73% |
$19.8K - $22.4K
|
4.83K
$262K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
388+ 0.35% |
$19.8K - $22.4K
|
111K
$5.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
373+ 1.09% |
$19K - $21.6K
|
34.5K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
342+ 1.4% |
$17.4K - $19.8K
|
24.7K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
339+ 1.32% |
$17.3K - $19.6K
|
26K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
304New |
$15.5K - $17.6K
|
304
$16.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
287+ 4.16% |
$14.6K - $16.6K
|
7.19K
$389K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
281+ 3.67% |
$14.3K - $16.2K
|
7.94K
$430K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
280+ 2.44% |
$14.3K - $16.2K
|
11.8K
$637K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
278+ 3.72% |
$14.2K - $16.1K
|
7.74K
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
264+ 21.32% |
$13.5K - $15.3K
|
1.5K
$81.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
231+ 0.34% |
$11.8K - $13.4K
|
68.2K
$3.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
215+ 2.34% |
$11K - $12.4K
|
9.4K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
185+ 2.0% |
$9.43K - $10.7K
|
9.45K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
174+ 1.16% |
$8.87K - $10.1K
|
15.1K
$820K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
145New |
$7.39K - $8.38K
|
145
$7.85K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
117New |
$5.97K - $6.76K
|
117
$6.33K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
115+ 1.61% |
$5.86K - $6.65K
|
7.25K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
111+ 0.31% |
$5.66K - $6.42K
|
36.2K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
109+ 0.28% |
$5.56K - $6.3K
|
39.5K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
95+ 0.66% |
$4.84K - $5.49K
|
14.4K
$780K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
79+ 1.66% |
$4.03K - $4.57K
|
4.83K
$262K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
75+ 1.84% |
$3.82K - $4.34K
|
4.16K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
74New |
$3.77K - $4.28K
|
74
$4.01K
|