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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
9.32K+ 324.3% |
$1.09M - $1.15M
|
12.2K
$1.49M
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9.19KNew |
$1.08M - $1.13M
|
9.19K
$1.12M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.05K+ 5.56% |
$1.06M - $1.11M
|
172K
$21M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.02K+ 52.99% |
$1.06M - $1.11M
|
26K
$3.18M
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.92KNew |
$1.04M - $1.1M
|
8.92K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
8.69K+ 116.05% |
$1.02M - $1.07M
|
16.2K
$1.97M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.62KNew |
$1.01M - $1.06M
|
8.62K
$1.05M
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
8.5KNew |
$995K - $1.05M
|
8.5K
$1.04M
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
8.35K+ 4.49% |
$978K - $1.03M
|
194K
$23.7M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.34K+ 28.73% |
$976K - $1.03M
|
37.4K
$4.56M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.27KNew |
$968K - $1.02M
|
8.27K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.22K+ 1.91% |
$962K - $1.01M
|
439K
$53.6M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.96KNew |
$931K - $979K
|
7.96K
$972K
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.81K+ 184.43% |
$914K - $960K
|
12K
$1.47M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.72KNew |
$903K - $950K
|
7.72K
$943K
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.63KNew |
$894K - $939K
|
7.63K
$932K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.58K+ 51.24% |
$887K - $932K
|
22.4K
$2.73M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.55K+ 71.74% |
$884K - $929K
|
18.1K
$2.21M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
7.41K+ 9.03% |
$867K - $911K
|
89.5K
$10.9M
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
7.08K+ 89.6% |
$829K - $871K
|
15K
$1.83M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.61KNew |
$774K - $813K
|
6.61K
$808K
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.56K+ 10.21% |
$768K - $807K
|
70.8K
$8.65M
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6.47K+ 2.8% |
$757K - $795K
|
237K
$28.9M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
6.45K+ 71.87% |
$755K - $793K
|
15.4K
$1.88M
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5.9K+ 31.06% |
$690K - $725K
|
24.9K
$3.04M
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.88K+ 1.54% |
$688K - $723K
|
388K
$47.4M
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
5.72KNew |
$670K - $704K
|
5.72K
$699K
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 1.64% |
$653K - $686K
|
345K
$42.1M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.48KNew |
$641K - $674K
|
5.48K
$669K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.25KNew |
$615K - $646K
|
5.25K
$641K
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.17K+ 28.88% |
$605K - $635K
|
23K
$2.81M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.12K+ 56.71% |
$599K - $630K
|
14.1K
$1.73M
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
5.07KNew |
$594K - $624K
|
5.07K
$619K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
4.95KNew |
$579K - $609K
|
4.95K
$605K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.85K+ 5.34% |
$568K - $597K
|
95.7K
$11.7M
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
4.8K+ 5.47% |
$562K - $591K
|
92.6K
$11.3M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.7K+ 5.11% |
$550K - $578K
|
96.7K
$11.8M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.51KNew |
$528K - $554K
|
4.51K
$550K
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
4.33KNew |
$506K - $532K
|
4.33K
$528K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.28K+ 113.22% |
$501K - $527K
|
8.06K
$985K
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.27K+ 43.68% |
$500K - $526K
|
14.1K
$1.72M
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.19K+ 2.2% |
$490K - $515K
|
195K
$23.8M
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.05K+ 8.79% |
$474K - $498K
|
50.1K
$6.12M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.88K+ 13.91% |
$455K - $478K
|
31.8K
$3.88M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.77KNew |
$441K - $464K
|
3.77K
$460K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.68KNew |
$431K - $453K
|
3.68K
$450K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.67KNew |
$429K - $451K
|
3.67K
$448K
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
3.64KNew |
$427K - $448K
|
3.64K
$445K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.62K+ 447.84% |
$424K - $446K
|
4.43K
$541K
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.54K+ 47.99% |
$414K - $436K
|
10.9K
$1.33M
|