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 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
306+ 0.34% |
$15.7K - $17.6K
|
89.7K
$5.37M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
300New |
$15.4K - $17.2K
|
300
$18K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
300+ 0.29% |
$15.4K - $17.2K
|
104K
$6.22M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
293+ 32.38% |
$15.1K - $16.8K
|
1.2K
$71.7K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
292+ 1.93% |
$15K - $16.8K
|
15.4K
$922K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
264New |
$13.6K - $15.2K
|
264
$15.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
261+ 1.05% |
$13.4K - $15K
|
25.1K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
217+ 0.75% |
$11.2K - $12.5K
|
29.2K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
193+ 23.03% |
$9.92K - $11.1K
|
1.03K
$61.7K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
182+ 18.2% |
$9.35K - $10.5K
|
1.18K
$70.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
157New |
$8.07K - $9.02K
|
157
$9.4K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
131+ 2.19% |
$6.73K - $7.52K
|
6.1K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
107+ 1.42% |
$5.5K - $6.15K
|
7.63K
$457K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
101+ 1.35% |
$5.19K - $5.8K
|
7.56K
$453K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
100+ 1.3% |
$5.14K - $5.74K
|
7.77K
$465K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
100+ 0.78% |
$5.14K - $5.74K
|
12.8K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
94New |
$4.83K - $5.4K
|
94
$5.63K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
90New |
$4.63K - $5.17K
|
90
$5.39K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
90+ 0.86% |
$4.63K - $5.17K
|
10.6K
$632K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
89+ 386.96% |
$4.57K - $5.11K
|
112
$6.71K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
85+ 0.13% |
$4.37K - $4.88K
|
66.6K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
78+ 0.17% |
$4.01K - $4.48K
|
46K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
49+ 0.57% |
$2.52K - $2.81K
|
8.67K
$519K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
40New |
$2.06K - $2.3K
|
40
$2.39K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39+ 100.0% |
$2K - $2.24K
|
78
$4.67K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
26New |
$1.34K - $1.49K
|
26
$1.56K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
25+ 20.16% |
$1.28K - $1.44K
|
149
$8.92K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
22+ 100.0% |
$1.13K - $1.26K
|
44
$2.63K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
20+ 0.09% |
$1.03K - $1.15K
|
21.9K
$1.31M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13New |
$668 - $747
|
13
$778
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1- 0.01% |
$51.4 - $57.4
|
8.63K
$517K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-3- 0.01% |
$154 - $172
|
20.6K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-5- 0.09% |
$257 - $287
|
5.73K
$343K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-8- 0.07% |
$411 - $459
|
11.9K
$713K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-13- 0.16% |
$668 - $747
|
8.15K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-18- 0.01% |
$925 - $1.03K
|
249K
$14.9M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-35- 0.61% |
$1.8K - $2.01K
|
5.74K
$344K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39- 50.0% |
$2K - $2.24K
|
39
$2.33K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
SELL
|
- |
-42- 31.82% |
$2.16K - $2.41K
|
90
$5.39K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-54- 1.14% |
$2.78K - $3.1K
|
4.68K
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-62- 0.98% |
$3.19K - $3.56K
|
6.24K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-69- 0.91% |
$3.55K - $3.96K
|
7.49K
$448K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-69- 0.19% |
$3.55K - $3.96K
|
35.8K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-100- 0.48% |
$5.14K - $5.74K
|
20.6K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-113- 0.43% |
$5.81K - $6.49K
|
26.3K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-125- 1.61% |
$6.42K - $7.18K
|
7.65K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-129- 1.33% |
$6.63K - $7.41K
|
9.59K
$574K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-141- 1.79% |
$7.25K - $8.1K
|
7.75K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-143- 1.87% |
$7.35K - $8.21K
|
7.5K
$449K
|