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 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
260+ 0.85% |
$30.4K - $32K
|
30.9K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
128+ 2.17% |
$15K - $15.7K
|
6.02K
$734K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
112+ 1.51% |
$13.1K - $13.8K
|
7.54K
$920K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
94+ 0.91% |
$11K - $11.6K
|
10.5K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
81+ 0.09% |
$9.48K - $9.97K
|
86.9K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
78+ 0.91% |
$9.13K - $9.6K
|
8.65K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
75+ 0.91% |
$8.78K - $9.23K
|
8.32K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
44+ 0.21% |
$5.15K - $5.41K
|
21K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
36+ 0.3% |
$4.21K - $4.43K
|
12.2K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
34+ 0.51% |
$3.98K - $4.18K
|
6.73K
$822K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
29+ 9.35% |
$3.39K - $3.57K
|
339
$41.4K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
25+ 0.54% |
$2.93K - $3.08K
|
4.67K
$571K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
25+ 0.07% |
$2.93K - $3.08K
|
35.3K
$4.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.32% |
$1.76K - $1.85K
|
4.77K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$1.17K - $1.23K
|
5.44K
$664K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$1.17K - $1.23K
|
10
$1.22K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8New |
$936 - $984
|
8
$976
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 0.83% |
$819 - $861
|
850
$104K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.74% |
$585 - $615
|
682
$83.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.12% |
$234 - $246
|
180
$22K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.04% |
$117 - $123
|
2.81K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1+ 0.05% |
$117 - $123
|
2.08K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$117 - $123
|
234K
$28.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$117 - $123
|
33.2K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1+ 1.27% |
$117 - $123
|
80
$9.76K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.03% |
$585 - $615
|
16.3K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-18- 0.96% |
$2.11K - $2.21K
|
1.85K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.92% |
$2.93K - $3.08K
|
2.7K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-27- 0.01% |
$3.16K - $3.32K
|
199K
$24.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-41- 0.1% |
$4.8K - $5.04K
|
42K
$5.13M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-50- 1.26% |
$5.85K - $6.15K
|
3.92K
$478K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-57- 1.34% |
$6.67K - $7.01K
|
4.2K
$512K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-63- 2.6% |
$7.37K - $7.75K
|
2.36K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-68- 1.59% |
$7.96K - $8.37K
|
4.2K
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-69- 2.65% |
$8.08K - $8.49K
|
2.54K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-70- 0.43% |
$8.19K - $8.61K
|
16K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-100- 2.26% |
$11.7K - $12.3K
|
4.32K
$528K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-109- 0.74% |
$12.8K - $13.4K
|
14.7K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-115- 2.21% |
$13.5K - $14.1K
|
5.1K
$622K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-133- 0.42% |
$15.6K - $16.4K
|
31.7K
$3.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-156- 2.2% |
$18.3K - $19.2K
|
6.95K
$848K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-185- 0.8% |
$21.7K - $22.8K
|
22.9K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-227- 11.38% |
$26.6K - $27.9K
|
1.77K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-241- 1.77% |
$28.2K - $29.7K
|
13.4K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-255- 11.31% |
$29.8K - $31.4K
|
2K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-290- 1.93% |
$33.9K - $35.7K
|
14.7K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-300- 2.27% |
$35.1K - $36.9K
|
12.9K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-345- 9.95% |
$40.4K - $42.4K
|
3.12K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-405- 6.22% |
$47.4K - $49.8K
|
6.1K
$745K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-430- 0.94% |
$50.3K - $52.9K
|
45.5K
$5.55M
|