Purchases and Sales Made in Q1 2025 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
1.38MNew |
$159M - $171M
|
1.38M
$155M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
6.37KNew |
$734K - $791K
|
6.37K
$718K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.87KNew |
$561K - $604K
|
4.87K
$549K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.62K+ 5.75% |
$532K - $574K
|
85K
$9.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.46K+ 69100.0% |
$398K - $429K
|
3.46K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.62K+ 139.15% |
$301K - $325K
|
4.5K
$507K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.39K+ 15.57% |
$276K - $297K
|
17.8K
$2M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$251K - $270K
|
2.18K
$246K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.86KNew |
$214K - $231K
|
1.86K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.23K+ 54.34% |
$142K - $153K
|
3.5K
$395K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.07K+ 2.54% |
$123K - $133K
|
43.1K
$4.86M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.05K+ 5.78% |
$120K - $130K
|
19.1K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.02K+ 6.36% |
$118K - $127K
|
17.1K
$1.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
894+ 41.5% |
$103K - $111K
|
3.05K
$344K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
795+ 11.95% |
$91.6K - $98.7K
|
7.45K
$840K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
467+ 25.26% |
$53.8K - $58K
|
2.32K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
362+ 1.75% |
$41.7K - $44.9K
|
21.1K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
358+ 1.48% |
$41.2K - $44.4K
|
24.6K
$2.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
229+ 3.04% |
$26.4K - $28.4K
|
7.77K
$876K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
165New |
$19K - $20.5K
|
165
$18.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
106New |
$12.2K - $13.2K
|
106
$11.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
96+ 2.88% |
$11.1K - $11.9K
|
3.43K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
61+ 54.95% |
$7.02K - $7.57K
|
172
$19.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
29+ 0.12% |
$3.34K - $3.6K
|
23.3K
$2.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.07% |
$461 - $497
|
5.46K
$616K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3- 0.03% |
$345 - $372
|
10.2K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-33- 0.48% |
$3.8K - $4.1K
|
6.9K
$777K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-38- 1.05% |
$4.38K - $4.72K
|
3.58K
$403K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-55- 0.11% |
$6.33K - $6.83K
|
48.1K
$5.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-60- 2.13% |
$6.91K - $7.45K
|
2.76K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-68- 1.11% |
$7.83K - $8.44K
|
6.03K
$680K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-74- 92.5% |
$8.52K - $9.19K
|
6
$676
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 4.06% |
$12K - $12.9K
|
2.46K
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-113- 0.31% |
$13K - $14K
|
36.4K
$4.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-130- 3.0% |
$15K - $16.1K
|
4.21K
$474K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-143- 0.24% |
$16.5K - $17.8K
|
58.5K
$6.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-144- 1.73% |
$16.6K - $17.9K
|
8.17K
$921K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-181- 14.13% |
$20.8K - $22.5K
|
1.1K
$124K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-182- 4.65% |
$21K - $22.6K
|
3.73K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-185- 1.52% |
$21.3K - $23K
|
12K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-199- 1.35% |
$22.9K - $24.7K
|
14.5K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-209- 4.85% |
$24.1K - $25.9K
|
4.1K
$463K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-265- 2.45% |
$30.5K - $32.9K
|
10.5K
$1.19M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-330- 51.56% |
$38K - $41K
|
310
$34.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-369- 0.52% |
$42.5K - $45.8K
|
70.4K
$7.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-435- 17.86% |
$50.1K - $54K
|
2K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-522- 10.63% |
$60.1K - $64.8K
|
4.39K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-668- 1.31% |
$76.9K - $82.9K
|
50.3K
$5.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-721- 7.43% |
$83K - $89.5K
|
8.98K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-777- 0.89% |
$89.5K - $96.4K
|
86.2K
$9.71M
|