Purchases and Sales Made in Q1 2025 in Ishares Msci Acwi Ex Us ETF (ACWX)
This table provides information about the institutional ownership of Ishares Msci Acwi Ex Us ETF (ACWX) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI EX US ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.7M+ 15313.07% |
$87.4M - $97.7M
|
1.71M
$93.6M
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
163K+ 21.49% |
$8.37M - $9.35M
|
920K
$50.3M
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
96.8KNew |
$4.98M - $5.56M
|
96.8K
$5.29M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
76.7K+ 3865.93% |
$3.94M - $4.4M
|
78.7K
$4.3M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
66.9K+ 98.19% |
$3.44M - $3.84M
|
135K
$7.38M
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
64.5KNew |
$3.31M - $3.7M
|
64.5K
$3.52M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
30.3K+ 20.2% |
$1.56M - $1.74M
|
181K
$9.87M
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
28.2KNew |
$1.45M - $1.62M
|
28.2K
$1.54M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19.9K+ 117.78% |
$1.02M - $1.14M
|
36.8K
$2.01M
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
19.5K+ 2.94% |
$1M - $1.12M
|
683K
$37.3M
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
11.3K+ 56.31% |
$582K - $651K
|
31.4K
$1.72M
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
11KNew |
$564K - $630K
|
11K
$600K
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
9.88K+ 48.3% |
$508K - $567K
|
30.3K
$1.66M
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
8.67KNew |
$446K - $498K
|
8.67K
$474K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
7.41K+ 5.0% |
$381K - $425K
|
156K
$8.5M
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
7.32KNew |
$376K - $421K
|
7.32K
$400K
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.67KNew |
$343K - $383K
|
6.67K
$365K
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
5.86K+ 71.97% |
$301K - $337K
|
14K
$765K
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.39K+ 31.57% |
$277K - $309K
|
22.4K
$1.23M
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
4.42KNew |
$227K - $254K
|
4.42K
$242K
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.88KNew |
$199K - $223K
|
3.88K
$212K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.7KNew |
$190K - $212K
|
3.7K
$202K
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.76K+ 1.2% |
$142K - $159K
|
234K
$12.8M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.48K+ 51.9% |
$128K - $143K
|
7.27K
$397K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.77K+ 6.27% |
$91.1K - $102K
|
30K
$1.64M
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.4K+ 84.85% |
$71.9K - $80.4K
|
3.05K
$167K
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.13K+ 3.15% |
$57.8K - $64.6K
|
36.9K
$2.02M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
935New |
$48K - $53.7K
|
935
$51.1K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
653+ 3.93% |
$33.6K - $37.5K
|
17.3K
$943K
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
600+ 3.2% |
$30.8K - $34.5K
|
19.4K
$1.06M
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
496+ 0.97% |
$25.5K - $28.5K
|
51.4K
$2.81M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
400+ 1.44% |
$20.6K - $23K
|
28.3K
$1.54M
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
339+ 6.45% |
$17.4K - $19.5K
|
5.59K
$306K
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
330+ 2.52% |
$17K - $19K
|
13.4K
$733K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
261+ 1.05% |
$13.4K - $15K
|
25.1K
$1.37M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
157New |
$8.07K - $9.02K
|
157
$8.58K
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
101+ 1.35% |
$5.19K - $5.8K
|
7.56K
$413K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
90+ 0.86% |
$4.63K - $5.17K
|
10.6K
$577K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
89+ 386.96% |
$4.57K - $5.11K
|
112
$6.12K
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-8- 0.07% |
$411 - $459
|
11.9K
$651K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-148- 0.76% |
$7.61K - $8.5K
|
19.4K
$1.06M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-242- 2.78% |
$12.4K - $13.9K
|
8.46K
$462K
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-726- 10.72% |
$37.3K - $41.7K
|
6.05K
$331K
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-734- 1.31% |
$37.7K - $42.2K
|
55.2K
$3.02M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-928- 17.2% |
$47.7K - $53.3K
|
4.47K
$244K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.61K- 1.46% |
$82.5K - $92.2K
|
108K
$5.92M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.94K- 3.75% |
$99.4K - $111K
|
49.6K
$2.71M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.13K- 5.27% |
$110K - $123K
|
38.3K
$2.09M
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.17K- 5.42% |
$112K - $125K
|
37.9K
$2.07M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.68K- 9.26% |
$137K - $154K
|
26.2K
$1.43M
|