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 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 2.86% |
$117 - $123
|
36
$4.45K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$117 - $123
|
234K
$28.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.04% |
$117 - $123
|
2.56K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.03% |
$585 - $615
|
16.3K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-6- 1.87% |
$702 - $738
|
315
$38.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-7- 2.29% |
$819 - $861
|
299
$37K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-10- 0.2% |
$1.17K - $1.23K
|
4.87K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-11- 0.2% |
$1.29K - $1.35K
|
5.37K
$664K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-11- 1.75% |
$1.29K - $1.35K
|
617
$76.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-11- 0.1% |
$1.29K - $1.35K
|
10.7K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-14- 0.52% |
$1.64K - $1.72K
|
2.69K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-16- 0.4% |
$1.87K - $1.97K
|
3.94K
$488K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18- 0.33% |
$2.11K - $2.21K
|
5.44K
$673K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-18- 0.96% |
$2.11K - $2.21K
|
1.85K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-20- 0.16% |
$2.34K - $2.46K
|
12.5K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 0.09% |
$2.81K - $2.95K
|
27.2K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.92% |
$2.93K - $3.08K
|
2.7K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-27- 0.01% |
$3.16K - $3.32K
|
199K
$24.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-32- 1.13% |
$3.75K - $3.94K
|
2.8K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-34- 0.03% |
$3.98K - $4.18K
|
101K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-38- 0.22% |
$4.45K - $4.68K
|
17K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-41- 0.1% |
$4.8K - $5.04K
|
42K
$5.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-43- 0.97% |
$5.03K - $5.29K
|
4.38K
$542K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-45- 0.05% |
$5.27K - $5.54K
|
83.2K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-47- 10.78% |
$5.5K - $5.78K
|
389
$48.1K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-50- 1.26% |
$5.85K - $6.15K
|
3.92K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-52- 1.03% |
$6.09K - $6.4K
|
5K
$618K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-57- 1.34% |
$6.67K - $7.01K
|
4.2K
$519K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-58- 1.14% |
$6.79K - $7.14K
|
5.02K
$620K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-63- 2.6% |
$7.37K - $7.75K
|
2.36K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-68- 1.59% |
$7.96K - $8.37K
|
4.2K
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-68- 1.5% |
$7.96K - $8.37K
|
4.47K
$553K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-69- 2.65% |
$8.08K - $8.49K
|
2.54K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-70- 0.43% |
$8.19K - $8.61K
|
16K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-71- 0.38% |
$8.31K - $8.74K
|
18.7K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-75- 1.32% |
$8.78K - $9.23K
|
5.62K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-76- 1.05% |
$8.9K - $9.35K
|
7.19K
$889K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77- 5.4% |
$9.01K - $9.47K
|
1.35K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-78- 2.69% |
$9.13K - $9.6K
|
2.83K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-82- 9.0% |
$9.6K - $10.1K
|
829
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-84- 0.82% |
$9.83K - $10.3K
|
10.1K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-86- 0.93% |
$10.1K - $10.6K
|
9.2K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-94- 3.88% |
$11K - $11.6K
|
2.33K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-94- 4.87% |
$11K - $11.6K
|
1.84K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-100- 2.26% |
$11.7K - $12.3K
|
4.32K
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-106- 31.09% |
$12.4K - $13K
|
235
$29.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-106- 0.57% |
$12.4K - $13K
|
18.4K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-108- 4.52% |
$12.6K - $13.3K
|
2.28K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-108- 3.29% |
$12.6K - $13.3K
|
3.18K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-109- 0.74% |
$12.8K - $13.4K
|
14.7K
$1.82M
|