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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
18.8KNew |
$967K - $1.08M
|
18.8K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
15.9K+ 11.64% |
$819K - $915K
|
153K
$9.16M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.6K+ 5.41% |
$700K - $782K
|
265K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
13.5K+ 279.45% |
$693K - $775K
|
18.3K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
13.2KNew |
$676K - $756K
|
13.2K
$788K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.8K+ 4.94% |
$659K - $736K
|
272K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
12.7K+ 25.78% |
$651K - $727K
|
61.8K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.5K+ 2.64% |
$641K - $717K
|
485K
$29.1M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
12.2K+ 39.27% |
$629K - $703K
|
43.4K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
12.2K+ 28.69% |
$628K - $702K
|
54.8K
$3.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
11.3K+ 56.31% |
$582K - $651K
|
31.4K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.1K+ 27.02% |
$570K - $637K
|
52.1K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11KNew |
$567K - $633K
|
11K
$660K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
11KNew |
$564K - $630K
|
11K
$657K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3K+ 22.92% |
$530K - $592K
|
55.3K
$3.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
9.88K+ 48.3% |
$508K - $567K
|
30.3K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.7K+ 3.38% |
$498K - $557K
|
296K
$17.7M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
9.63K+ 6.85% |
$495K - $553K
|
150K
$8.99M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.45KNew |
$486K - $543K
|
9.45K
$566K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
9.18KNew |
$472K - $527K
|
9.18K
$550K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
8.67KNew |
$446K - $498K
|
8.67K
$519K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
8.02K+ 182.83% |
$412K - $460K
|
12.4K
$743K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
7.41K+ 5.0% |
$381K - $425K
|
156K
$9.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
7.32KNew |
$376K - $421K
|
7.32K
$438K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
7KNew |
$360K - $402K
|
7K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.99K+ 106.21% |
$359K - $402K
|
13.6K
$813K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
6.89KNew |
$354K - $396K
|
6.89K
$412K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.67KNew |
$343K - $383K
|
6.67K
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
6.59KNew |
$339K - $379K
|
6.59K
$395K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6.51KNew |
$335K - $374K
|
6.51K
$390K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.38K+ 1203.77% |
$328K - $366K
|
6.91K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
6.28K+ 25.72% |
$323K - $361K
|
30.7K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.14K+ 0.71% |
$315K - $353K
|
866K
$51.9M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.01KNew |
$309K - $345K
|
6.01K
$360K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.97KNew |
$307K - $343K
|
5.97K
$357K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
5.86K+ 71.97% |
$301K - $337K
|
14K
$838K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.65KNew |
$291K - $325K
|
5.65K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.53K+ 8.41% |
$284K - $318K
|
71.3K
$4.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.39K+ 31.57% |
$277K - $309K
|
22.4K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
5.2K+ 27.16% |
$267K - $299K
|
24.3K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.17KNew |
$266K - $297K
|
5.17K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.16K+ 1.09% |
$265K - $296K
|
477K
$28.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.68K+ 85.28% |
$241K - $269K
|
10.2K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.64K+ 7.46% |
$238K - $266K
|
66.8K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.48KNew |
$230K - $257K
|
4.48K
$268K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
4.42KNew |
$227K - $254K
|
4.42K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.38KNew |
$225K - $252K
|
4.38K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.38K+ 87.86% |
$225K - $252K
|
9.37K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
4.25KNew |
$218K - $244K
|
4.25K
$254K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.88KNew |
$199K - $223K
|
3.88K
$232K
|