Purchases and Sales Made in Q3 2024 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
159+ 2.05% |
$17.1K - $19.1K
|
7.9K
$965K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
157+ 4.41% |
$16.8K - $18.8K
|
3.72K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
151+ 2.84% |
$16.2K - $18.1K
|
5.46K
$666K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
150+ 1.54% |
$16.1K - $18K
|
9.86K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
146+ 18.74% |
$15.7K - $17.5K
|
925
$113K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
142+ 0.22% |
$15.2K - $17K
|
64.5K
$7.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
139+ 19.94% |
$14.9K - $16.7K
|
836
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
125+ 211.86% |
$13.4K - $15K
|
184
$22.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
93+ 0.14% |
$9.97K - $11.1K
|
65.1K
$7.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
91+ 0.85% |
$9.76K - $10.9K
|
10.9K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
89+ 0.13% |
$9.54K - $10.7K
|
67.6K
$8.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
87+ 2.75% |
$9.33K - $10.4K
|
3.25K
$397K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 0.32% |
$9.22K - $10.3K
|
27.2K
$3.32M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
70+ 0.44% |
$7.51K - $8.39K
|
16.1K
$1.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
69+ 1.0% |
$7.4K - $8.27K
|
6.96K
$850K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
68+ 3.78% |
$7.29K - $8.15K
|
1.87K
$228K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
68+ 36.76% |
$7.29K - $8.15K
|
253
$30.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
58+ 1.1% |
$6.22K - $6.95K
|
5.34K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
57+ 190.0% |
$6.11K - $6.83K
|
87
$10.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
54+ 32.34% |
$5.79K - $6.47K
|
221
$27K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
49+ 0.41% |
$5.25K - $5.87K
|
12.1K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
46+ 1.52% |
$4.93K - $5.51K
|
3.07K
$375K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
45+ 1.59% |
$4.83K - $5.39K
|
2.87K
$351K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
45+ 0.71% |
$4.83K - $5.39K
|
6.41K
$782K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
42+ 0.61% |
$4.5K - $5.03K
|
6.89K
$841K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
38+ 1.81% |
$4.08K - $4.55K
|
2.14K
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
35+ 1.25% |
$3.75K - $4.19K
|
2.83K
$345K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
34+ 11.07% |
$3.65K - $4.07K
|
341
$41.6K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
26+ 0.38% |
$2.79K - $3.12K
|
6.92K
$845K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23+ 0.55% |
$2.47K - $2.76K
|
4.24K
$518K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23+ 0.16% |
$2.47K - $2.76K
|
14.8K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11+ 0.2% |
$1.18K - $1.32K
|
5.53K
$675K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 4.05% |
$1.07K - $1.2K
|
257
$31.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
10New |
$1.07K - $1.2K
|
10
$1.22K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7+ 350.0% |
$751 - $839
|
9
$1.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 0.98% |
$322 - $360
|
310
$37.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 6.67% |
$214 - $240
|
32
$3.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2+ 0.02% |
$214 - $240
|
10.2K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.24% |
$214 - $240
|
848
$104K
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
1+ 0.02% |
$107 - $120
|
4.65K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1+ 0.94% |
$107 - $120
|
107
$13.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1- 0.03% |
$107 - $120
|
2.91K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$107 - $120
|
5.11K
$624K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-5- 0.07% |
$536 - $599
|
7.27K
$887K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5- 0.05% |
$536 - $599
|
10.7K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 1.13% |
$643 - $719
|
527
$64.3K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-8- 2.43% |
$858 - $959
|
321
$39.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-8- 0.33% |
$858 - $959
|
2.42K
$296K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-15- 0.27% |
$1.61K - $1.8K
|
5.45K
$665K
|