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
|
Sage Financial Group Inc
|
SELL
|
- |
-14K- 13.56% |
$718K - $803K
|
89.1K
$5.34M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-14.1K- 1.86% |
$726K - $812K
|
746K
$44.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14.6K- 46.48% |
$752K - $841K
|
16.9K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-15.7K- 9.17% |
$804K - $899K
|
155K
$9.28M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.1K- 26.95% |
$828K - $926K
|
43.7K
$2.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-16.2K- 24.14% |
$830K - $928K
|
50.8K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-16.3K- 4.61% |
$836K - $934K
|
337K
$20.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.8K- 15.53% |
$964K - $1.08M
|
102K
$6.11M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.2K- 5.52% |
$1.04M - $1.16M
|
345K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20.4K- 4.0% |
$1.05M - $1.17M
|
490K
$29.3M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-22.6K- 3.09% |
$1.16M - $1.3M
|
709K
$42.4M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-24K- 3.69% |
$1.23M - $1.38M
|
625K
$37.4M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-31.6K- 77.81% |
$1.62M - $1.81M
|
9.01K
$539K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-32.3K- 36.64% |
$1.66M - $1.86M
|
55.9K
$3.34M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-35.3K- 14.61% |
$1.81M - $2.02M
|
206K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.9K- 4.33% |
$1.95M - $2.18M
|
838K
$50.2M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-38.9K- 35.92% |
$2M - $2.24M
|
69.5K
$4.16M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41.4K- 3.81% |
$2.13M - $2.38M
|
1.05M
$62.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-52.3K- 23.77% |
$2.69M - $3M
|
168K
$10M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-55.3K- 27.31% |
$2.84M - $3.17M
|
147K
$8.8M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-60K- 18.45% |
$3.08M - $3.45M
|
265K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-63.3K- 93.69% |
$3.25M - $3.64M
|
4.26K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-65.2K- 35.07% |
$3.35M - $3.75M
|
121K
$7.23M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-73K- 93.62% |
$3.75M - $4.19M
|
4.97K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-77.3K- 98.2% |
$3.97M - $4.44M
|
1.42K
$85K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-105K- 89.86% |
$5.4M - $6.03M
|
11.9K
$710K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-139K- 87.33% |
$7.13M - $7.97M
|
20.1K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-197K- 90.09% |
$10.1M - $11.3M
|
21.7K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-293K- 61.78% |
$15M - $16.8M
|
181K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-295K- 42.65% |
$15.2M - $16.9M
|
397K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-311K- 22.51% |
$16M - $17.8M
|
1.07M
$64M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-322K- 84.55% |
$16.5M - $18.5M
|
58.8K
$3.52M
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-349K- 61.82% |
$17.9M - $20.1M
|
216K
$12.9M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-395K- 89.96% |
$20.3M - $22.7M
|
44K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-412K- 98.05% |
$21.2M - $23.7M
|
8.22K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-451K- 63.08% |
$23.2M - $25.9M
|
264K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-573K- 97.06% |
$29.4M - $32.9M
|
17.4K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-774K- 76.74% |
$39.8M - $44.4M
|
235K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.58M- 21.08% |
$81.2M - $90.8M
|
5.92M
$354M
|