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 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-185- 47.56% |
$21.3K - $23K
|
204
$25.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-185- 1.52% |
$21.3K - $23K
|
12K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-190- 0.71% |
$21.9K - $23.6K
|
26.5K
$3.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-199- 1.35% |
$22.9K - $24.7K
|
14.5K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-200- 4.89% |
$23K - $24.8K
|
3.89K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-205- 16.02% |
$23.6K - $25.4K
|
1.08K
$134K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-209- 4.85% |
$24.1K - $25.9K
|
4.1K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-209- 7.58% |
$24.1K - $25.9K
|
2.55K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-209- 1.13% |
$24.1K - $25.9K
|
18.2K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-211- 1.97% |
$24.3K - $26.2K
|
10.5K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-233- 7.2% |
$26.8K - $28.9K
|
3K
$375K
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-236- 1.47% |
$27.2K - $29.3K
|
15.8K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-242- 0.38% |
$27.9K - $30K
|
62.8K
$7.84M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-254- 4.76% |
$29.3K - $31.5K
|
5.09K
$635K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-256- 1.42% |
$29.5K - $31.8K
|
17.8K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-265- 2.45% |
$30.5K - $32.9K
|
10.5K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-270- 5.48% |
$31.1K - $33.5K
|
4.66K
$581K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-271- 1.06% |
$31.2K - $33.6K
|
25.2K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-277- 7.37% |
$31.9K - $34.4K
|
3.48K
$435K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-279- 12.16% |
$32.1K - $34.6K
|
2.02K
$252K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-296- 1.22% |
$34.1K - $36.7K
|
24K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-307- 10.53% |
$35.4K - $38.1K
|
2.61K
$326K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-311- 9.06% |
$35.8K - $38.6K
|
3.12K
$390K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-330- 51.56% |
$38K - $41K
|
310
$38.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-336- 2.06% |
$38.7K - $41.7K
|
15.9K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-347- 13.12% |
$40K - $43.1K
|
2.3K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-360- 11.52% |
$41.5K - $44.7K
|
2.76K
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-363- 0.29% |
$41.8K - $45.1K
|
123K
$15.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-369- 0.52% |
$42.5K - $45.8K
|
70.4K
$8.79M
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-370- 2.44% |
$42.6K - $45.9K
|
14.8K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-407- 16.13% |
$46.9K - $50.5K
|
2.12K
$264K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-435- 17.86% |
$50.1K - $54K
|
2K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-446- 0.06% |
$51.4K - $55.4K
|
755K
$94.2M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-452- 2.24% |
$52.1K - $56.1K
|
19.7K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-454- 2.42% |
$52.3K - $56.4K
|
18.3K
$2.28M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-481- 0.32% |
$55.4K - $59.7K
|
151K
$18.8M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-483- 9.63% |
$55.6K - $60K
|
4.53K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-500- 5.88% |
$57.6K - $62.1K
|
8K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-503- 6.24% |
$57.9K - $62.4K
|
7.56K
$944K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-503- 0.48% |
$57.9K - $62.4K
|
104K
$13M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-522- 10.63% |
$60.1K - $64.8K
|
4.39K
$548K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-545- 0.14% |
$62.8K - $67.7K
|
390K
$48.6M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-563- 0.93% |
$64.8K - $69.9K
|
60.2K
$7.52M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-600- 4.53% |
$69.1K - $74.5K
|
12.7K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-622- 10.85% |
$71.6K - $77.2K
|
5.11K
$638K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-668- 1.31% |
$76.9K - $82.9K
|
50.3K
$6.28M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-692- 5.3% |
$79.7K - $85.9K
|
12.4K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-701- 15.82% |
$80.7K - $87K
|
3.73K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-721- 0.59% |
$83K - $89.5K
|
121K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-721- 7.43% |
$83K - $89.5K
|
8.98K
$1.12M
|