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 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
106New |
$12.2K - $13.2K
|
106
$13.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
96+ 2.88% |
$11.1K - $11.9K
|
3.43K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
90+ 2.24% |
$10.4K - $11.2K
|
4.1K
$512K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
83+ 3.39% |
$9.56K - $10.3K
|
2.53K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
80+ 0.84% |
$9.21K - $9.93K
|
9.57K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
78+ 0.56% |
$8.98K - $9.68K
|
13.9K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
70New |
$8.06K - $8.69K
|
70
$8.74K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
61+ 54.95% |
$7.02K - $7.57K
|
172
$21.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
58New |
$6.68K - $7.2K
|
58
$7.24K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
51+ 26.56% |
$5.87K - $6.33K
|
243
$30.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
41+ 18.47% |
$4.72K - $5.09K
|
263
$32.8K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
40+ 1.72% |
$4.61K - $4.97K
|
2.37K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
37+ 1.0% |
$4.26K - $4.59K
|
3.74K
$467K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
37+ 0.51% |
$4.26K - $4.59K
|
7.23K
$902K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
29+ 0.12% |
$3.34K - $3.6K
|
23.3K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
20+ 0.07% |
$2.3K - $2.48K
|
27.3K
$3.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
19+ 8.09% |
$2.19K - $2.36K
|
254
$31.7K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 1.04% |
$1.38K - $1.49K
|
1.17K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12+ 5.91% |
$1.38K - $1.49K
|
215
$26.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
12+ 0.43% |
$1.38K - $1.49K
|
2.81K
$351K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 1.28% |
$1.27K - $1.37K
|
870
$109K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
7New |
$806 - $869
|
7
$874
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7+ 0.28% |
$806 - $869
|
2.51K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5+ 0.02% |
$576 - $621
|
22.9K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.04% |
$576 - $621
|
13.4K
$1.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.07% |
$461 - $497
|
5.46K
$682K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 0.88% |
$345 - $372
|
342
$42.7K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.05% |
$345 - $372
|
5.51K
$688K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1+ 2.5% |
$115 - $124
|
41
$5.12K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1+ 0.03% |
$115 - $124
|
2.98K
$372K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.02% |
$115 - $124
|
5.46K
$682K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1- 0.05% |
$115 - $124
|
2.08K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1- -0.0% |
$115 - $124
|
30.9K
$3.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3- 0.03% |
$345 - $372
|
10.2K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4- 0.07% |
$461 - $497
|
5.44K
$679K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-4- 0.02% |
$461 - $497
|
26.3K
$3.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-8- 0.03% |
$921 - $993
|
27.5K
$3.44M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-8- 22.86% |
$921 - $993
|
27
$3.37K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9- 0.89% |
$1.04K - $1.12K
|
999
$125K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-9- 0.31% |
$1.04K - $1.12K
|
2.91K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-15- 0.22% |
$1.73K - $1.86K
|
6.72K
$839K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-15- 41.67% |
$1.73K - $1.86K
|
21
$2.62K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15- 0.22% |
$1.73K - $1.86K
|
6.93K
$865K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-15- 0.31% |
$1.73K - $1.86K
|
4.86K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-19- 2.59% |
$2.19K - $2.36K
|
715
$89.3K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-21- 3.4% |
$2.42K - $2.61K
|
596
$74.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-24- 1.11% |
$2.76K - $2.98K
|
2.14K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-25- 0.08% |
$2.88K - $3.1K
|
30.6K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-25- 0.08% |
$2.88K - $3.1K
|
31.8K
$3.97M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-26- 0.48% |
$2.99K - $3.23K
|
5.35K
$667K
|