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 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-430- 0.94% |
$50.3K - $52.9K
|
45.5K
$5.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-631- 11.36% |
$73.9K - $77.6K
|
4.93K
$598K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-973- 13.98% |
$114K - $120K
|
5.99K
$727K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.06K- 4.73% |
$124K - $131K
|
21.4K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.11K- 20.39% |
$129K - $136K
|
4.31K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 9.09% |
$146K - $154K
|
12.5K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.32K- 8.56% |
$154K - $162K
|
14.1K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.85K- 0.11% |
$216K - $227K
|
1.75M
$213M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.96K- 15.34% |
$229K - $241K
|
10.8K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.16K- 4.64% |
$253K - $266K
|
44.4K
$5.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.21K- 5.15% |
$259K - $272K
|
40.7K
$4.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-2.36K- 0.56% |
$276K - $290K
|
417K
$50.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-3.21K- 12.15% |
$376K - $395K
|
23.2K
$2.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.8K- 50.34% |
$445K - $468K
|
3.75K
$455K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.06K- 26.46% |
$475K - $499K
|
11.3K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.16K- 57.73% |
$487K - $512K
|
3.04K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.85K- 21.35% |
$568K - $597K
|
17.9K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.62K- 43.09% |
$658K - $691K
|
7.42K
$901K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5.95K- 54.77% |
$696K - $731K
|
4.91K
$596K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.81K- 99.93% |
$797K - $838K
|
5
$607
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.26K- 1.04% |
$849K - $893K
|
691K
$83.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-7.49K- 74.38% |
$876K - $921K
|
2.58K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11.3K- 2.73% |
$1.32M - $1.39M
|
402K
$48.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-13.8K- 3.96% |
$1.61M - $1.69M
|
334K
$40.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20.1K- 48.37% |
$2.35M - $2.47M
|
21.5K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-29.5K- 42.45% |
$3.45M - $3.63M
|
40K
$4.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-192K- 53.85% |
$22.5M - $23.6M
|
165K
$20M
|
|
|
Jan 27, 2025
Q4 2024
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-700K- 23.8% |
$81.9M - $86.1M
|
2.24M
$272M
|