Purchases and Sales Made in Q4 2024 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Granger Management LLC
|
BUY
|
- |
959K+ 252.16% |
$112M - $118M
|
1.34M
$163M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
154KNew |
$18M - $18.9M
|
154K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
76.2K+ 134.23% |
$8.92M - $9.38M
|
133K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
67.9KNew |
$7.94M - $8.35M
|
67.9K
$8.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
53.9KNew |
$6.31M - $6.63M
|
53.9K
$6.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
35.1K+ 70.43% |
$4.11M - $4.32M
|
84.9K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
20.5KNew |
$2.39M - $2.52M
|
20.5K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
14.7K+ 7.19% |
$1.73M - $1.81M
|
220K
$26.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.1K+ 3.55% |
$1.66M - $1.74M
|
413K
$50.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 94.4% |
$1.34M - $1.4M
|
23.5K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
11K+ 44.14% |
$1.29M - $1.35M
|
35.9K
$4.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
10.9K+ 8.3% |
$1.28M - $1.34M
|
142K
$17.4M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
9.36KNew |
$1.1M - $1.15M
|
9.36K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
9.32K+ 324.3% |
$1.09M - $1.15M
|
12.2K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9.19KNew |
$1.08M - $1.13M
|
9.19K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.02K+ 52.99% |
$1.06M - $1.11M
|
26K
$3.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.27KNew |
$968K - $1.02M
|
8.27K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.55K+ 71.74% |
$884K - $929K
|
18.1K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.56K+ 10.21% |
$768K - $807K
|
70.8K
$8.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
4.33KNew |
$506K - $532K
|
4.33K
$528K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.05K+ 8.79% |
$474K - $498K
|
50.1K
$6.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.67KNew |
$429K - $451K
|
3.67K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.54K+ 47.99% |
$414K - $436K
|
10.9K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.11K+ 6.5% |
$364K - $383K
|
51K
$6.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.98K+ 81.33% |
$349K - $367K
|
6.65K
$812K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.41KNew |
$282K - $297K
|
2.41K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.4K+ 11.02% |
$281K - $296K
|
24.2K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.39K+ 139.51% |
$279K - $294K
|
4.1K
$500K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.36K+ 3.25% |
$276K - $290K
|
74.8K
$9.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 13.22% |
$239K - $252K
|
17.5K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.79KNew |
$209K - $220K
|
1.79K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.45K+ 66.59% |
$169K - $178K
|
3.62K
$441K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.2K+ 9.29% |
$141K - $148K
|
14.1K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.17K+ 3.18% |
$136K - $143K
|
37.8K
$4.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.11K+ 15.64% |
$129K - $136K
|
8.17K
$997K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.08K+ 29.0% |
$127K - $133K
|
4.82K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.05K+ 95.64% |
$123K - $130K
|
2.15K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.05K+ 6.97% |
$122K - $129K
|
16K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
908+ 5.33% |
$106K - $112K
|
17.9K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
840+ 2.13% |
$98.3K - $103K
|
40.4K
$4.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
746+ 3.94% |
$87.3K - $91.8K
|
19.7K
$2.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
703New |
$82.3K - $86.5K
|
703
$85.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
622+ 6.85% |
$72.8K - $76.5K
|
9.7K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
482+ 405.04% |
$56.4K - $59.3K
|
601
$73.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
446+ 22.42% |
$52.2K - $54.9K
|
2.44K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
339New |
$39.7K - $41.7K
|
339
$41.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
312+ 7.02% |
$36.5K - $38.4K
|
4.76K
$580K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
307+ 2.77% |
$35.9K - $37.8K
|
11.4K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
291+ 24.43% |
$34.1K - $35.8K
|
1.48K
$181K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
267+ 10.47% |
$31.3K - $32.8K
|
2.82K
$344K
|