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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.48K+ 15.18% |
$181K - $199K
|
26.4K
$1.48M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.41KNew |
$177K - $195K
|
3.41K
$191K
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
3.4K+ 22.15% |
$177K - $195K
|
18.8K
$1.05M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.31K+ 46.97% |
$172K - $190K
|
10.4K
$582K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.26K+ 78.41% |
$170K - $187K
|
7.42K
$417K
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.19K+ 0.28% |
$166K - $183K
|
1.14M
$64.3M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.19K+ 8.56% |
$166K - $183K
|
40.5K
$2.27M
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.05K+ 1.34% |
$159K - $175K
|
231K
$13M
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
3K+ 58.25% |
$156K - $172K
|
8.15K
$458K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.84K+ 13.34% |
$148K - $162K
|
24.1K
$1.35M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.67K+ 54.86% |
$139K - $153K
|
7.53K
$423K
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
2.63K+ 54.34% |
$137K - $150K
|
7.46K
$419K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.59K+ 27.2% |
$135K - $149K
|
12.1K
$681K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.55K+ 22.94% |
$133K - $146K
|
13.6K
$766K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.51K+ 58.87% |
$131K - $144K
|
6.78K
$381K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.12K+ 665.2% |
$111K - $122K
|
2.44K
$137K
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.06K+ 1.47% |
$107K - $118K
|
142K
$7.98M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.05K+ 12.01% |
$107K - $118K
|
19.2K
$1.08M
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2K+ 17.62% |
$104K - $115K
|
13.3K
$750K
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.83K+ 2.92% |
$95.3K - $105K
|
64.4K
$3.62M
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.77K+ 1.66% |
$92.4K - $102K
|
108K
$6.09M
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.45K+ 2.43% |
$75.6K - $83.1K
|
61.3K
$3.44M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.32K+ 27.37% |
$68.9K - $75.8K
|
6.16K
$346K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.27KNew |
$65.9K - $72.4K
|
1.27K
$71K
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.06K+ 0.73% |
$55.1K - $60.6K
|
146K
$8.21M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.05KNew |
$54.7K - $60.1K
|
1.05K
$59K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.02KNew |
$52.9K - $58.1K
|
1.02K
$57K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
986+ 26.06% |
$51.4K - $56.5K
|
4.77K
$268K
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
978New |
$51K - $56K
|
978
$54.9K
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
975+ 1.43% |
$50.8K - $55.8K
|
69.2K
$3.88M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
975+ 1.45% |
$50.8K - $55.8K
|
68.1K
$3.82M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
925+ 5.01% |
$48.2K - $53K
|
19.4K
$1.09M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
905New |
$47.2K - $51.8K
|
905
$50.8K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
752New |
$39.2K - $43.1K
|
752
$42.2K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
745+ 1.47% |
$38.8K - $42.7K
|
51.4K
$2.89M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
670+ 50.99% |
$34.9K - $38.4K
|
1.98K
$111K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
639+ 1.42% |
$33.3K - $36.6K
|
45.7K
$2.57M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
630+ 6.01% |
$32.8K - $36.1K
|
11.1K
$624K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
617+ 7.81% |
$32.1K - $35.3K
|
8.51K
$478K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
581New |
$30.3K - $33.3K
|
581
$32.6K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
530New |
$27.6K - $30.3K
|
530
$29.8K
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
517+ 3.21% |
$26.9K - $29.6K
|
16.6K
$934K
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
490+ 0.74% |
$25.5K - $28.1K
|
66.5K
$3.73M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
468+ 9.78% |
$24.4K - $26.8K
|
5.25K
$295K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
439+ 5487.5% |
$22.9K - $25.1K
|
447
$25.1K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
420+ 9.64% |
$21.9K - $24K
|
4.78K
$268K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
415+ 2.17% |
$21.6K - $23.8K
|
19.6K
$1.1M
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
401+ 1.16% |
$20.9K - $23K
|
34.9K
$1.96M
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
396+ 5.46% |
$20.6K - $22.7K
|
7.65K
$429K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
386New |
$20.1K - $22.1K
|
386
$21.7K
|