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 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-345- 9.95% |
$40.4K - $42.4K
|
3.12K
$379K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-375- 10.54% |
$43.9K - $46.1K
|
3.18K
$386K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-392- 16.24% |
$45.9K - $48.2K
|
2.02K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-405- 6.22% |
$47.4K - $49.8K
|
6.1K
$740K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-430- 0.94% |
$50.3K - $52.9K
|
45.5K
$5.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-431- 1.17% |
$50.4K - $53K
|
36.3K
$4.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-450- 3.31% |
$52.7K - $55.4K
|
13.1K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-496- 0.4% |
$58.1K - $61K
|
124K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-512- 22.54% |
$59.9K - $63K
|
1.76K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-631- 11.36% |
$73.9K - $77.6K
|
4.93K
$598K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-720- 7.29% |
$84.3K - $88.6K
|
9.16K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-919- 3.08% |
$108K - $113K
|
28.9K
$3.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-971- 1.22% |
$114K - $119K
|
78.8K
$9.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-973- 13.98% |
$114K - $120K
|
5.99K
$727K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.06K- 4.73% |
$124K - $131K
|
21.4K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.11K- 20.39% |
$129K - $136K
|
4.31K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
Wind River Trust CO
|
SELL
|
- |
-1.25K- 1.02% |
$146K - $154K
|
121K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 9.09% |
$146K - $154K
|
12.5K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.26K- 1.96% |
$148K - $155K
|
63.3K
$7.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.32K- 8.56% |
$154K - $162K
|
14.1K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.53K- 20.36% |
$179K - $188K
|
5.99K
$727K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.71K- 0.85% |
$200K - $210K
|
200K
$24.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.71K- 17.38% |
$201K - $211K
|
8.15K
$989K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.85K- 0.11% |
$216K - $227K
|
1.75M
$213M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.96K- 15.34% |
$229K - $241K
|
10.8K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.12K- 16.89% |
$248K - $260K
|
10.4K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.16K- 4.64% |
$253K - $266K
|
44.4K
$5.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.21K- 5.15% |
$259K - $272K
|
40.7K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-2.36K- 0.56% |
$276K - $290K
|
417K
$50.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.83K- 39.49% |
$331K - $348K
|
4.34K
$527K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-3.04K- 7.68% |
$356K - $374K
|
36.5K
$4.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-3.21K- 12.15% |
$376K - $395K
|
23.2K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-3.23K- 11.74% |
$378K - $397K
|
24.3K
$2.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.27K- 1.35% |
$383K - $402K
|
238K
$28.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.8K- 50.34% |
$445K - $468K
|
3.75K
$455K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.81K- 5.69% |
$445K - $468K
|
63K
$7.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.06K- 26.46% |
$475K - $499K
|
11.3K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.13K- 68.72% |
$484K - $508K
|
1.88K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.16K- 57.73% |
$487K - $512K
|
3.04K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.85K- 21.35% |
$568K - $597K
|
17.9K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.62K- 43.09% |
$658K - $691K
|
7.42K
$900K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5.95K- 54.77% |
$696K - $731K
|
4.91K
$596K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.81K- 99.93% |
$797K - $838K
|
5
$607
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.26K- 1.04% |
$849K - $893K
|
691K
$83.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-7.49K- 74.38% |
$876K - $921K
|
2.58K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11.3K- 2.73% |
$1.32M - $1.39M
|
402K
$48.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-13.8K- 3.96% |
$1.61M - $1.69M
|
334K
$40.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20.1K- 48.37% |
$2.35M - $2.47M
|
21.5K
$2.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-26.4K- 71.23% |
$3.08M - $3.24M
|
10.6K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-29.5K- 42.45% |
$3.45M - $3.63M
|
40K
$4.85M
|