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 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.13K- 1.79% |
$109K - $122K
|
117K
$7M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.13K- 5.27% |
$110K - $123K
|
38.3K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.17K- 5.42% |
$112K - $125K
|
37.9K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.17K- 1.49% |
$112K - $125K
|
144K
$8.62M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.48K- 10.56% |
$127K - $142K
|
21K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.5K- 24.15% |
$129K - $144K
|
7.86K
$470K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.58K- 34.77% |
$133K - $148K
|
4.84K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.68K- 9.26% |
$137K - $154K
|
26.2K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.68K- 11.53% |
$138K - $154K
|
20.6K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.73K- 33.27% |
$140K - $157K
|
5.47K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.8K- 12.28% |
$144K - $161K
|
20K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.83K- 1.87% |
$145K - $162K
|
148K
$8.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.89K- 1.15% |
$149K - $166K
|
248K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.09K- 6.46% |
$159K - $177K
|
44.7K
$2.67M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.14K- 32.19% |
$161K - $180K
|
6.62K
$396K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 1.17% |
$171K - $192K
|
282K
$16.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.43K- 42.97% |
$176K - $197K
|
4.55K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.61K- 79.93% |
$185K - $207K
|
905
$54.2K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.83K- 30.4% |
$197K - $220K
|
8.76K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.22K- 12.83% |
$217K - $243K
|
28.7K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-4.28K- 31.38% |
$220K - $246K
|
9.36K
$560K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.4K- 36.66% |
$226K - $253K
|
7.6K
$455K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.45K- 4.19% |
$229K - $255K
|
102K
$6.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.97K- 3.31% |
$256K - $286K
|
145K
$8.69M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.5K- 2.95% |
$283K - $316K
|
181K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-5.94K- 41.59% |
$305K - $341K
|
8.35K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.35K- 7.79% |
$326K - $365K
|
75.1K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.76K- 38.34% |
$347K - $388K
|
10.9K
$651K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7K- 3.86% |
$360K - $402K
|
174K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.11K- 1.58% |
$365K - $408K
|
442K
$26.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.12K- 2.31% |
$366K - $409K
|
301K
$18M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-7.54K- 5.63% |
$387K - $433K
|
126K
$7.57M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-7.94K- 31.57% |
$408K - $456K
|
17.2K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-8.07K- 51.23% |
$415K - $463K
|
7.68K
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-8.09K- 8.92% |
$416K - $464K
|
82.5K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.44K- 5.97% |
$434K - $485K
|
133K
$7.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.69K- 4.44% |
$447K - $499K
|
187K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-8.77K- 38.36% |
$451K - $504K
|
14.1K
$844K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-8.93K- 0.78% |
$459K - $513K
|
1.14M
$68M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-9.29K- 0.62% |
$477K - $533K
|
1.48M
$88.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-9.31K- 7.99% |
$479K - $535K
|
107K
$6.42M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-9.39K- 6.92% |
$483K - $539K
|
126K
$7.57M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-9.53K- 9.69% |
$490K - $547K
|
88.8K
$5.32M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.97K- 0.94% |
$512K - $573K
|
1.05M
$63M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-10.2K- 23.47% |
$522K - $583K
|
33.1K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-10.5K- 72.71% |
$541K - $604K
|
3.95K
$236K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-10.6K- 3.6% |
$543K - $607K
|
283K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-12.3K- 82.42% |
$631K - $706K
|
2.62K
$157K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-12.3K- 20.67% |
$632K - $706K
|
47.2K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.7K- 7.07% |
$704K - $786K
|
180K
$10.8M
|