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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.26K+ 3.39% |
$148K - $155K
|
38.5K
$4.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.21K+ 2.64% |
$142K - $149K
|
47.1K
$5.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.2K+ 9.29% |
$141K - $148K
|
14.1K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.17K+ 3.18% |
$136K - $143K
|
37.8K
$4.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.14K+ 65.37% |
$134K - $141K
|
2.89K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.14K+ 2.88% |
$134K - $141K
|
40.8K
$4.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
1.13K+ 2.45% |
$132K - $138K
|
47K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.12K+ 19.52% |
$131K - $137K
|
6.84K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.11K+ 15.64% |
$129K - $136K
|
8.17K
$949K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.08K+ 29.0% |
$127K - $133K
|
4.82K
$560K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.05K+ 95.64% |
$123K - $130K
|
2.15K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.05K+ 22.9% |
$123K - $129K
|
5.62K
$653K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.05K+ 6.97% |
$122K - $129K
|
16K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.03KNew |
$120K - $126K
|
1.03K
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 3.73% |
$118K - $124K
|
27.9K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
992+ 3.85% |
$116K - $122K
|
26.7K
$3.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
984+ 72.46% |
$115K - $121K
|
2.34K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
971+ 6.74% |
$114K - $119K
|
15.4K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
960+ 96000.0% |
$112K - $118K
|
961
$112K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
925+ 7.63% |
$108K - $114K
|
13.1K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
908+ 5.33% |
$106K - $112K
|
17.9K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
885+ 70.02% |
$104K - $109K
|
2.15K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
840+ 2.13% |
$98.3K - $103K
|
40.4K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
760+ 1.44% |
$89K - $93.5K
|
53.6K
$6.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
746+ 3.94% |
$87.3K - $91.8K
|
19.7K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
734New |
$85.9K - $90.3K
|
734
$85.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
714+ 0.9% |
$83.6K - $87.8K
|
79.9K
$9.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
703New |
$82.3K - $86.5K
|
703
$81.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
658+ 0.73% |
$77K - $81K
|
90.5K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
622+ 6.85% |
$72.8K - $76.5K
|
9.7K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
605+ 7.41% |
$70.8K - $74.4K
|
8.77K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
592+ 2.95% |
$69.3K - $72.8K
|
20.7K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
564+ 13.07% |
$66K - $69.4K
|
4.88K
$567K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
550+ 7.93% |
$64.4K - $67.7K
|
7.49K
$870K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
528+ 4.36% |
$61.8K - $65K
|
12.7K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
523+ 0.19% |
$61.2K - $64.3K
|
275K
$32M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
520New |
$60.9K - $64K
|
520
$60.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
511+ 4.81% |
$59.8K - $62.9K
|
11.1K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
511+ 2.72% |
$59.8K - $62.9K
|
19.3K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
500New |
$58.5K - $61.5K
|
500
$58.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
490+ 13.42% |
$57.4K - $60.3K
|
4.14K
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
482+ 405.04% |
$56.4K - $59.3K
|
601
$69.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
460New |
$53.8K - $56.6K
|
460
$53.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
446+ 22.42% |
$52.2K - $54.9K
|
2.44K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
430+ 3.74% |
$50.3K - $52.9K
|
11.9K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
420+ 3.21% |
$49.2K - $51.7K
|
13.5K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
406+ 7.1% |
$47.5K - $50K
|
6.13K
$712K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
401+ 11.55% |
$46.9K - $49.3K
|
3.87K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
399+ 10.58% |
$46.7K - $49.1K
|
4.17K
$485K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
373New |
$43.7K - $45.9K
|
373
$43.3K
|