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 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-721- 7.43% |
$83K - $89.5K
|
8.98K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-777- 0.89% |
$89.5K - $96.4K
|
86.2K
$9.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-993- 9.43% |
$114K - $123K
|
9.54K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-999- 4.67% |
$115K - $124K
|
20.4K
$2.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.12K- 26.72% |
$129K - $139K
|
3.08K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.3K- 34.69% |
$150K - $161K
|
2.45K
$273K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.68K- 5.28% |
$193K - $208K
|
30K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.26K- 1.16% |
$375K - $405K
|
277K
$30.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-4.32K- 5.09% |
$498K - $537K
|
80.6K
$8.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.31K- 26.43% |
$726K - $783K
|
17.6K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-7.51K- 80.19% |
$865K - $932K
|
1.86K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-8.3K- 68.09% |
$956K - $1.03M
|
3.89K
$433K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.5K- 36.16% |
$978K - $1.05M
|
15K
$1.67M
|
|
|
Apr 17, 2025
Q1 2025
|
P/E Global LLC
|
SELL
|
- |
-27.9K- 1.25% |
$3.21M - $3.46M
|
2.2M
$245M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-47.4K- 94.56% |
$5.46M - $5.88M
|
2.73K
$304K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-72.4K- 96.78% |
$8.33M - $8.98M
|
2.41K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-115K- 74.67% |
$13.2M - $14.3M
|
39K
$4.34M
|