Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
409K+ 117.21% |
$21.3M - $23.4M
|
758K
$40.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
146K+ 5701.33% |
$7.58M - $8.33M
|
148K
$7.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
61.6K+ 45.85% |
$3.21M - $3.53M
|
196K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
59.5KNew |
$3.1M - $3.4M
|
59.5K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
53.6KNew |
$2.79M - $3.07M
|
53.6K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
44K+ 7.11% |
$2.29M - $2.52M
|
663K
$35.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.3K+ 36.01% |
$2M - $2.19M
|
145K
$7.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
28.9K+ 26.69% |
$1.5M - $1.65M
|
137K
$7.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22.8KNew |
$1.19M - $1.31M
|
22.8K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.8K+ 17.86% |
$1.19M - $1.3M
|
150K
$8.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.94K+ 138.29% |
$466K - $512K
|
15.4K
$825K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
8.44K+ 1.04% |
$440K - $483K
|
824K
$44.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
8.14KNew |
$424K - $466K
|
8.14K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.3KNew |
$328K - $360K
|
6.3K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
5.17K+ 22.79% |
$269K - $296K
|
27.9K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.97KNew |
$259K - $285K
|
4.97K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.78KNew |
$249K - $274K
|
4.78K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.4K+ 35.22% |
$229K - $252K
|
16.9K
$905K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.19K+ 8.56% |
$166K - $183K
|
40.5K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.05K+ 1.34% |
$159K - $175K
|
231K
$12.4M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
3K+ 58.25% |
$156K - $172K
|
8.15K
$437K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
975+ 1.45% |
$50.8K - $55.8K
|
68.1K
$3.65M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
670+ 50.99% |
$34.9K - $38.4K
|
1.98K
$106K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
630+ 6.01% |
$32.8K - $36.1K
|
11.1K
$595K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
530New |
$27.6K - $30.3K
|
530
$28.4K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
468+ 9.78% |
$24.4K - $26.8K
|
5.25K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
415+ 2.17% |
$21.6K - $23.8K
|
19.6K
$1.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
283New |
$14.7K - $16.2K
|
283
$15.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
270+ 3.76% |
$14.1K - $15.5K
|
7.46K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
248+ 1.48% |
$12.9K - $14.2K
|
17.1K
$914K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
73+ 0.36% |
$3.8K - $4.18K
|
20.6K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
64+ 0.77% |
$3.33K - $3.66K
|
8.39K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
57+ 0.75% |
$2.97K - $3.26K
|
7.69K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
51New |
$2.66K - $2.92K
|
51
$2.73K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
50+ 0.98% |
$2.61K - $2.86K
|
5.16K
$277K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
16+ 0.1% |
$834 - $916
|
15.5K
$832K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
12+ 0.1% |
$625 - $687
|
11.7K
$627K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-50- 9.35% |
$2.61K - $2.86K
|
485
$26K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-146- 2.14% |
$7.61K - $8.36K
|
6.68K
$358K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-233- 0.26% |
$12.1K - $13.3K
|
88.2K
$4.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-239- 0.43% |
$12.5K - $13.7K
|
55.9K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.23K- 2.5% |
$63.9K - $70.3K
|
47.9K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.38K- 1.24% |
$71.8K - $79K
|
110K
$5.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.39K- 3.0% |
$72.4K - $79.5K
|
45K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.02K- 30.65% |
$105K - $116K
|
4.58K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.58K- 20.97% |
$134K - $147K
|
9.71K
$520K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-2.58K- 8.88% |
$134K - $147K
|
26.4K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.69K- 2.46% |
$140K - $154K
|
107K
$5.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.01K- 42.63% |
$209K - $230K
|
5.4K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.1K- 7.36% |
$213K - $235K
|
51.5K
$2.76M
|