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
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-28- 1.5% |
$3.22K - $3.48K
|
1.84K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-30- 0.81% |
$3.45K - $3.72K
|
3.68K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-32- 0.32% |
$3.69K - $3.97K
|
10.1K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-33- 0.48% |
$3.8K - $4.1K
|
6.9K
$861K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-38- 1.05% |
$4.38K - $4.72K
|
3.58K
$447K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-42- 0.12% |
$4.84K - $5.21K
|
35.2K
$4.4M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-45- 1.08% |
$5.18K - $5.59K
|
4.13K
$515K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-49- 2.28% |
$5.64K - $6.08K
|
2.1K
$263K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-55- 0.11% |
$6.33K - $6.83K
|
48.1K
$6.01M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-56Closed |
$6.45K - $6.95K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-59- 0.05% |
$6.79K - $7.32K
|
108K
$13.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-60- 2.13% |
$6.91K - $7.45K
|
2.76K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-63- 1.01% |
$7.26K - $7.82K
|
6.17K
$770K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-67- 3.52% |
$7.72K - $8.32K
|
1.84K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-68- 1.11% |
$7.83K - $8.44K
|
6.03K
$753K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-74- 92.5% |
$8.52K - $9.19K
|
6
$749
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-76- 0.41% |
$8.75K - $9.43K
|
18.6K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-81- 23.75% |
$9.33K - $10.1K
|
260
$32.5K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-89- 2.44% |
$10.2K - $11K
|
3.56K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-90- 1.21% |
$10.4K - $11.2K
|
7.37K
$920K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-93- 0.82% |
$10.7K - $11.5K
|
11.2K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-94- 3.07% |
$10.8K - $11.7K
|
2.97K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-95- 4.98% |
$10.9K - $11.8K
|
1.81K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-95- 0.35% |
$10.9K - $11.8K
|
27.1K
$3.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-96- 3.72% |
$11.1K - $11.9K
|
2.48K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-98- 3.47% |
$11.3K - $12.2K
|
2.73K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 3.71% |
$11.5K - $12.4K
|
2.6K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-100- 5.44% |
$11.5K - $12.4K
|
1.74K
$217K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 2.08% |
$11.5K - $12.4K
|
4.72K
$589K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 4.06% |
$12K - $12.9K
|
2.46K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-105- 33.33% |
$12.1K - $13K
|
210
$26.2K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-107- 3.37% |
$12.3K - $13.3K
|
3.07K
$384K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-110- 26.96% |
$12.7K - $13.7K
|
298
$37.2K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-110- 1.61% |
$12.7K - $13.7K
|
6.73K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-113- 0.3% |
$13K - $14K
|
37.7K
$4.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-113- 0.31% |
$13K - $14K
|
36.4K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-115- 4.7% |
$13.2K - $14.3K
|
2.33K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 9.27% |
$14.4K - $15.5K
|
1.22K
$153K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-130- 3.0% |
$15K - $16.1K
|
4.21K
$525K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-143- 0.24% |
$16.5K - $17.8K
|
58.5K
$7.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-144- 1.73% |
$16.6K - $17.9K
|
8.17K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-148- 0.77% |
$17K - $18.4K
|
19.2K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-150- 1.01% |
$17.3K - $18.6K
|
14.7K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-150- 49.83% |
$17.3K - $18.6K
|
151
$18.9K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-157- 0.71% |
$18.1K - $19.5K
|
21.9K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-162- 6.15% |
$18.7K - $20.1K
|
2.47K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-170- 3.34% |
$19.6K - $21.1K
|
4.93K
$615K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-176- 0.74% |
$20.3K - $21.8K
|
23.7K
$2.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-181- 14.13% |
$20.8K - $22.5K
|
1.1K
$137K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-182- 4.65% |
$21K - $22.6K
|
3.73K
$466K
|