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 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.61K- 8.15% |
$344K - $378K
|
74.5K
$4.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-7.83K- 44.95% |
$408K - $448K
|
9.59K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.14K- 99.39% |
$476K - $523K
|
56
$3.14K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.74K- 7.36% |
$508K - $558K
|
123K
$6.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-10.1K- 49.73% |
$529K - $581K
|
10.3K
$576K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10.5K- 3.28% |
$545K - $599K
|
309K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10.5K- 5.46% |
$546K - $601K
|
181K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 73.34% |
$613K - $674K
|
4.28K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12.6K- 2.72% |
$655K - $720K
|
449K
$25.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-13.1K- 2.49% |
$680K - $747K
|
510K
$28.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-14.2K- 3.86% |
$739K - $812K
|
353K
$19.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-15.6K- 26.77% |
$811K - $892K
|
42.6K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-18.1K- 46.99% |
$945K - $1.04M
|
20.5K
$1.15M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-18.2K- 5.83% |
$946K - $1.04M
|
293K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.7K- 0.69% |
$975K - $1.07M
|
2.71M
$152M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-20.1K- 18.14% |
$1.05M - $1.15M
|
90.6K
$5.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-21.8K- 1.44% |
$1.14M - $1.25M
|
1.49M
$83.6M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-22.1K- 14.18% |
$1.15M - $1.27M
|
134K
$7.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-22.2K- 2.95% |
$1.16M - $1.27M
|
731K
$41.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-25.5K- 63.75% |
$1.33M - $1.46M
|
14.5K
$813K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27.9K- 34.64% |
$1.46M - $1.6M
|
52.7K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-30.3K- 13.53% |
$1.58M - $1.73M
|
194K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-32.5K- 19.31% |
$1.69M - $1.86M
|
136K
$7.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-52.2K- 4.69% |
$2.72M - $2.99M
|
1.06M
$59.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-75.2K- 19.63% |
$3.92M - $4.31M
|
308K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-137K- 22.51% |
$7.13M - $7.84M
|
471K
$26.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-151K- 36.74% |
$7.86M - $8.64M
|
260K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-159K- 10.32% |
$8.27M - $9.09M
|
1.38M
$77.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-202K- 75.13% |
$10.5M - $11.6M
|
66.9K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-222K- 25.5% |
$11.6M - $12.7M
|
649K
$36.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-283K- 73.37% |
$14.7M - $16.2M
|
103K
$5.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-307K- 21.83% |
$16M - $17.6M
|
1.1M
$61.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-1.07M- 92.25% |
$55.8M - $61.3M
|
90K
$5.05M
|