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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.37KNew |
$273K - $294K
|
2.37K
$296K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.37K+ 100.98% |
$272K - $294K
|
4.71K
$588K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.29K+ 3.89% |
$263K - $284K
|
61.1K
$7.62M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.28KNew |
$263K - $283K
|
2.28K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.28KNew |
$263K - $283K
|
2.28K
$285K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
2.22K+ 2.87% |
$256K - $276K
|
79.7K
$9.95M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.22K+ 11.49% |
$255K - $275K
|
21.5K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.21K+ 5.75% |
$255K - $275K
|
40.7K
$5.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$251K - $270K
|
2.18K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.17K+ 3.63% |
$249K - $269K
|
61.9K
$7.73M
|
|
|
May 06, 2025
Q1 2025
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
2.17K+ 4.6% |
$249K - $269K
|
49.2K
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.03K+ 3.86% |
$233K - $251K
|
54.5K
$6.8M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.95K+ 47.1% |
$225K - $242K
|
6.09K
$760K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 10.95% |
$221K - $238K
|
19.4K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.91K+ 66.03% |
$220K - $237K
|
4.81K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.89KNew |
$218K - $235K
|
1.89K
$236K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.86KNew |
$214K - $231K
|
1.86K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.83K+ 1.11% |
$211K - $227K
|
166K
$20.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.8KNew |
$207K - $223K
|
1.8K
$225K
|
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
1.78K+ 0.98% |
$205K - $221K
|
183K
$22.9M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.77KNew |
$203K - $219K
|
1.77K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.73K+ 14.36% |
$199K - $215K
|
13.8K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.68KNew |
$193K - $208K
|
1.68K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.59K+ 11.29% |
$183K - $197K
|
15.6K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.59K+ 16.92% |
$183K - $197K
|
11K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.53K+ 19.9% |
$176K - $190K
|
9.23K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.5K+ 27.45% |
$173K - $187K
|
6.98K
$872K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 27.92% |
$167K - $180K
|
6.64K
$830K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.25K+ 15.3% |
$144K - $155K
|
9.4K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.23K+ 54.34% |
$142K - $153K
|
3.5K
$437K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.07K+ 2.54% |
$123K - $133K
|
43.1K
$5.38M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.05K+ 5.78% |
$120K - $130K
|
19.1K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.02K+ 6.36% |
$118K - $127K
|
17.1K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.01K+ 0.51% |
$117K - $126K
|
200K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
988+ 9.57% |
$114K - $123K
|
11.3K
$1.41M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
987+ 5.01% |
$114K - $123K
|
20.7K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
967+ 5.7% |
$111K - $120K
|
17.9K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
894+ 41.5% |
$103K - $111K
|
3.05K
$381K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
873+ 3233.33% |
$101K - $108K
|
900
$112K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
795+ 11.95% |
$91.6K - $98.7K
|
7.45K
$930K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
734New |
$84.5K - $91.1K
|
734
$91.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
721+ 11.77% |
$83K - $89.5K
|
6.85K
$855K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
655+ 9.95% |
$75.4K - $81.3K
|
7.24K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
634+ 5.7% |
$73K - $78.7K
|
11.8K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
632New |
$72.8K - $78.5K
|
632
$78.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
618+ 10.99% |
$71.2K - $76.7K
|
6.24K
$779K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
600+ 5.15% |
$69.1K - $74.5K
|
12.2K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
591New |
$68.1K - $73.4K
|
591
$73.8K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
584+ 1.44% |
$67.3K - $72.5K
|
41.1K
$5.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
570+ 38.46% |
$65.6K - $70.8K
|
2.05K
$256K
|