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 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.75KNew |
$193K - $215K
|
3.75K
$225K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.7KNew |
$190K - $212K
|
3.7K
$222K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.67KNew |
$189K - $211K
|
3.67K
$220K
|
|
May 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.65KNew |
$188K - $210K
|
3.65K
$219K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.34K+ 23.05% |
$172K - $192K
|
17.8K
$1.07M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
3.28K+ 2.1% |
$168K - $188K
|
159K
$9.54M
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.81K+ 2.48% |
$144K - $161K
|
116K
$6.94M
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.76K+ 1.2% |
$142K - $159K
|
234K
$14M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6K+ 15.85% |
$134K - $149K
|
19K
$1.14M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.5K+ 62.01% |
$128K - $143K
|
6.52K
$390K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.48K+ 51.9% |
$128K - $143K
|
7.27K
$435K
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.43K+ 5.67% |
$125K - $140K
|
45.3K
$2.71M
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
2.41K+ 22.49% |
$124K - $138K
|
13.1K
$784K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
2.4K+ 2.89% |
$124K - $138K
|
85.7K
$5.13M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.37K+ 3.18% |
$122K - $136K
|
76.8K
$4.6M
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
2.34K+ 3.38% |
$120K - $135K
|
71.7K
$4.29M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.3KNew |
$118K - $132K
|
2.3K
$138K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.2K+ 72.64% |
$113K - $126K
|
5.23K
$313K
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.06K+ 17.55% |
$106K - $118K
|
13.8K
$824K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.85KNew |
$94.8K - $106K
|
1.85K
$110K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.77K+ 6.27% |
$91.1K - $102K
|
30K
$1.8M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.77K+ 14.59% |
$91K - $102K
|
13.9K
$832K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.72K+ 8.97% |
$88.3K - $98.7K
|
20.9K
$1.25M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.55K+ 1.56% |
$79.7K - $89K
|
101K
$6.05M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.5K+ 8.18% |
$77K - $86K
|
19.8K
$1.19M
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.4K+ 84.85% |
$71.9K - $80.4K
|
3.05K
$183K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.37K+ 2.23% |
$70.3K - $78.6K
|
62.7K
$3.75M
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
1.23K+ 0.83% |
$63.2K - $70.6K
|
149K
$8.93M
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$61.6K - $68.9K
|
1.2K
$71.8K
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.2K+ 24.08% |
$61.5K - $68.7K
|
6.17K
$369K
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.13K+ 3.15% |
$57.8K - $64.6K
|
36.9K
$2.21M
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.04K+ 17.16% |
$53.4K - $59.7K
|
7.1K
$425K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
941+ 125.13% |
$48.4K - $54K
|
1.69K
$101K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
935New |
$48K - $53.7K
|
935
$56K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
836+ 1.89% |
$43K - $48K
|
45K
$2.69M
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
735+ 4.42% |
$37.8K - $42.2K
|
17.4K
$1.04M
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
727+ 16.29% |
$37.4K - $41.8K
|
5.19K
$311K
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
702New |
$36.1K - $40.3K
|
702
$42K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
700+ 2.81% |
$36K - $40.2K
|
25.6K
$1.53M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
663+ 81.25% |
$34.1K - $38.1K
|
1.48K
$88.5K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
653+ 3.93% |
$33.6K - $37.5K
|
17.3K
$1.03M
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
617+ 1.66% |
$31.7K - $35.4K
|
37.8K
$2.26M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
613+ 5.57% |
$31.5K - $35.2K
|
11.6K
$695K
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
600+ 3.2% |
$30.8K - $34.5K
|
19.4K
$1.16M
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
523+ 6.67% |
$26.9K - $30K
|
8.36K
$501K
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
496+ 0.97% |
$25.5K - $28.5K
|
51.4K
$3.08M
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
413New |
$21.2K - $23.7K
|
413
$24.7K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
400+ 1.44% |
$20.6K - $23K
|
28.3K
$1.69M
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
339+ 6.45% |
$17.4K - $19.5K
|
5.59K
$335K
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
330+ 2.52% |
$17K - $19K
|
13.4K
$803K
|