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 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
34.2K+ 15.76% |
$1.78M - $1.96M
|
251K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
33.9KNew |
$1.77M - $1.94M
|
33.9K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
31.6K+ 11275.71% |
$1.64M - $1.81M
|
31.9K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
30.8K+ 4.73% |
$1.6M - $1.76M
|
681K
$38.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
28.9K+ 26.69% |
$1.5M - $1.65M
|
137K
$7.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
28.8K+ 54.84% |
$1.5M - $1.65M
|
81.4K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28K+ 3.2% |
$1.46M - $1.6M
|
903K
$50.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.8K+ 81.26% |
$1.4M - $1.54M
|
59.8K
$3.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.6KNew |
$1.34M - $1.47M
|
25.6K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
25.3KNew |
$1.32M - $1.45M
|
25.3K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.1K+ 10.62% |
$1.26M - $1.38M
|
252K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
23.8KNew |
$1.24M - $1.36M
|
23.8K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22.8KNew |
$1.19M - $1.31M
|
22.8K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.8K+ 17.86% |
$1.19M - $1.3M
|
150K
$8.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
21.9KNew |
$1.14M - $1.26M
|
21.9K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
20.6KNew |
$1.07M - $1.18M
|
20.6K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
20.6KNew |
$1.07M - $1.18M
|
20.6K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.3KNew |
$1.06M - $1.16M
|
20.3K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
20K+ 8.82% |
$1.04M - $1.15M
|
247K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
19.6K+ 4.91% |
$1.02M - $1.12M
|
418K
$23.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
19.4K+ 520.46% |
$1.01M - $1.11M
|
23.2K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
19.2K+ 473.55% |
$1M - $1.1M
|
23.2K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
18.5K+ 12.14% |
$963K - $1.06M
|
171K
$9.59M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
18.4K+ 1.2% |
$957K - $1.05M
|
1.56M
$87.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
18.1K+ 82.1% |
$941K - $1.03M
|
40K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.6KNew |
$919K - $1.01M
|
17.6K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
17.2KNew |
$895K - $984K
|
17.2K
$965K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.8K+ 69.5% |
$876K - $963K
|
41K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
16.6KNew |
$865K - $950K
|
16.6K
$932K
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
15.8KNew |
$821K - $902K
|
15.8K
$885K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
14KNew |
$730K - $802K
|
14K
$787K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
14KNew |
$727K - $799K
|
14K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.9K+ 12.76% |
$726K - $797K
|
123K
$6.91M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
13.8KNew |
$718K - $789K
|
13.8K
$774K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
13.8KNew |
$716K - $787K
|
13.8K
$772K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
13.1KNew |
$681K - $749K
|
13.1K
$735K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13K+ 20.29% |
$679K - $746K
|
77.2K
$4.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13K+ 2.83% |
$677K - $744K
|
473K
$26.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.8K+ 14.02% |
$667K - $733K
|
104K
$5.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
12.5KNew |
$649K - $714K
|
12.5K
$700K
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
12.1KNew |
$630K - $693K
|
12.1K
$680K
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.9KNew |
$621K - $682K
|
11.9K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$588K - $647K
|
11.3K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
11.2K+ 96.27% |
$584K - $642K
|
22.9K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
11.2K+ 302.73% |
$584K - $642K
|
14.9K
$837K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11KNew |
$574K - $631K
|
11K
$619K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.7K+ 8.73% |
$558K - $614K
|
134K
$7.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
10.7KNew |
$557K - $612K
|
10.7K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.6KNew |
$550K - $604K
|
10.6K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.5K+ 113.7% |
$547K - $601K
|
19.7K
$1.11M
|