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 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-295- 11.51% |
$34.5K - $36.3K
|
2.27K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-300- 2.27% |
$35.1K - $36.9K
|
12.9K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-308- 1.66% |
$36.1K - $37.9K
|
18.2K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-310- 1.45% |
$36.3K - $38.1K
|
21.1K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-345- 9.95% |
$40.4K - $42.4K
|
3.12K
$386K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-375- 10.54% |
$43.9K - $46.1K
|
3.18K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-392- 16.24% |
$45.9K - $48.2K
|
2.02K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-405- 6.22% |
$47.4K - $49.8K
|
6.1K
$754K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-430- 0.94% |
$50.3K - $52.9K
|
45.5K
$5.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-431- 1.17% |
$50.4K - $53K
|
36.3K
$4.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-450- 3.31% |
$52.7K - $55.4K
|
13.1K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-496- 11.65% |
$58.1K - $61K
|
3.76K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-496- 0.4% |
$58.1K - $61K
|
124K
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-512- 22.54% |
$59.9K - $63K
|
1.76K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-631- 11.36% |
$73.9K - $77.6K
|
4.93K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-639- 5.2% |
$74.8K - $78.6K
|
11.6K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-650- 3.56% |
$76.1K - $80K
|
17.6K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-691- 7.03% |
$80.9K - $85K
|
9.14K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-720- 7.29% |
$84.3K - $88.6K
|
9.16K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-762- 0.4% |
$89.2K - $93.7K
|
192K
$23.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-773- 5.37% |
$90.5K - $95.1K
|
13.6K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-863- 1.39% |
$101K - $106K
|
61.3K
$7.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-906- 15.35% |
$106K - $111K
|
5K
$618K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-919- 3.08% |
$108K - $113K
|
28.9K
$3.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-950- 19.5% |
$111K - $117K
|
3.92K
$485K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-971- 1.22% |
$114K - $119K
|
78.8K
$9.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-972- 2.1% |
$114K - $120K
|
45.3K
$5.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-973- 13.98% |
$114K - $120K
|
5.99K
$740K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.06K- 4.73% |
$124K - $131K
|
21.4K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.11K- 20.39% |
$129K - $136K
|
4.31K
$533K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 8.92% |
$136K - $143K
|
11.8K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Wind River Trust CO
|
SELL
|
- |
-1.25K- 1.02% |
$146K - $154K
|
121K
$15M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 9.09% |
$146K - $154K
|
12.5K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 1.74% |
$147K - $154K
|
70.9K
$8.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.26K- 1.96% |
$148K - $155K
|
63.3K
$7.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.32K- 8.56% |
$154K - $162K
|
14.1K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.51K- 10.37% |
$177K - $186K
|
13.1K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.53K- 20.36% |
$179K - $188K
|
5.99K
$740K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.71K- 0.85% |
$200K - $210K
|
200K
$24.7M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.71K- 17.38% |
$201K - $211K
|
8.15K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.73K- 1.15% |
$203K - $213K
|
149K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.8K- 5.11% |
$211K - $221K
|
33.4K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.85K- 0.11% |
$216K - $227K
|
1.75M
$217M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.93K- 24.27% |
$226K - $237K
|
6.02K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.95K- 31.18% |
$229K - $240K
|
4.31K
$533K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.96K- 15.34% |
$229K - $241K
|
10.8K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.02K- 8.65% |
$236K - $248K
|
21.3K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.1K- 2.56% |
$246K - $258K
|
79.9K
$9.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.12K- 16.89% |
$248K - $260K
|
10.4K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.13K- 5.31% |
$249K - $262K
|
37.9K
$4.69M
|