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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
9.96KNew |
$519K - $570K
|
9.96K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
9.14K+ 36.06% |
$476K - $523K
|
34.5K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.14K+ 307.67% |
$476K - $523K
|
12.1K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.13K+ 10.09% |
$475K - $522K
|
99.6K
$5.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.94K+ 138.29% |
$466K - $512K
|
15.4K
$865K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
8.67K+ 3.73% |
$452K - $497K
|
241K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
8.62KNew |
$449K - $494K
|
8.62K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
8.44K+ 1.04% |
$440K - $483K
|
824K
$46.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.27KNew |
$431K - $473K
|
8.27K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.24K+ 5.81% |
$429K - $472K
|
150K
$8.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.2KNew |
$427K - $469K
|
8.2K
$460K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
8.15K+ 48.72% |
$424K - $466K
|
24.9K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
8.14KNew |
$424K - $466K
|
8.14K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.11KNew |
$423K - $464K
|
8.11K
$455K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.1K+ 42.53% |
$422K - $464K
|
27.1K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.87K+ 0.99% |
$410K - $451K
|
800K
$44.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
7.56KNew |
$394K - $433K
|
7.56K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.13KNew |
$371K - $408K
|
7.13K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
6.77KNew |
$353K - $388K
|
6.77K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.67K+ 18.42% |
$348K - $382K
|
42.9K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.67K+ 60.83% |
$347K - $382K
|
17.6K
$990K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.37K+ 2.27% |
$332K - $365K
|
287K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
6.3K+ 17.43% |
$328K - $361K
|
42.4K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.3KNew |
$328K - $360K
|
6.3K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.22K+ 28.65% |
$324K - $356K
|
27.9K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
6.1KNew |
$318K - $349K
|
6.1K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8K+ 54.72% |
$302K - $332K
|
16.4K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.68K+ 4.19% |
$296K - $325K
|
141K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.59K+ 2.6% |
$291K - $320K
|
220K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.49KNew |
$286K - $314K
|
5.49K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
5.41KNew |
$282K - $310K
|
5.41K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.37K+ 2.39% |
$280K - $307K
|
230K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5.35KNew |
$279K - $307K
|
5.35K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
5.17K+ 22.79% |
$269K - $296K
|
27.9K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
5.13KNew |
$267K - $294K
|
5.13K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.07K+ 179.48% |
$264K - $290K
|
7.89K
$443K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.97KNew |
$259K - $285K
|
4.97K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.8KNew |
$250K - $275K
|
4.8K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.78KNew |
$249K - $274K
|
4.78K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.65K+ 1.66% |
$242K - $266K
|
285K
$16M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.51KNew |
$235K - $258K
|
4.51K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.4K+ 35.22% |
$229K - $252K
|
16.9K
$949K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
4.39KNew |
$228K - $251K
|
4.39K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.38KNew |
$228K - $251K
|
4.38K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.11K+ 3.19% |
$214K - $236K
|
133K
$7.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
4.1KNew |
$213K - $234K
|
4.1K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.03KNew |
$210K - $230K
|
4.03K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.97KNew |
$207K - $227K
|
3.97K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.85K+ 73.21% |
$201K - $220K
|
9.11K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.83K+ 3.4% |
$200K - $219K
|
116K
$6.54M
|