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 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-768- 2.33% |
$88.4K - $95.3K
|
32.1K
$4.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-777- 0.89% |
$89.5K - $96.4K
|
86.2K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-791- 4.34% |
$91.1K - $98.2K
|
17.5K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-826- 20.83% |
$95.1K - $103K
|
3.14K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-833- 3.94% |
$95.9K - $103K
|
20.3K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-835- 8.73% |
$96.2K - $104K
|
8.73K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-841- 4.71% |
$96.8K - $104K
|
17K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-932- 25.45% |
$107K - $116K
|
2.73K
$341K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-960- 99.9% |
$111K - $119K
|
1
$125
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-984- 24.96% |
$113K - $122K
|
2.96K
$369K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-993- 9.43% |
$114K - $123K
|
9.54K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-997- 2.45% |
$115K - $124K
|
39.8K
$4.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-999- 4.67% |
$115K - $124K
|
20.4K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.07K- 1.3% |
$124K - $133K
|
81.3K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.08K- 10.4% |
$125K - $134K
|
9.33K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 1.54% |
$126K - $135K
|
69.8K
$8.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.1K- 28.05% |
$127K - $137K
|
2.82K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.12K- 3.86% |
$129K - $139K
|
27.8K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.12K- 26.72% |
$129K - $139K
|
3.08K
$384K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.15K- 19.02% |
$132K - $143K
|
4.89K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.22K- 0.38% |
$141K - $152K
|
323K
$40.3M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.27K- 8.09% |
$146K - $158K
|
14.4K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.3K- 34.69% |
$150K - $161K
|
2.45K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.33K- 6.24% |
$153K - $165K
|
20K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.4K- 15.67% |
$161K - $174K
|
7.53K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.41K- 3.17% |
$163K - $176K
|
43.1K
$5.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.45K- 4.6% |
$166K - $179K
|
29.9K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.47K- 14.31% |
$170K - $183K
|
8.82K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.53K- 16.6% |
$176K - $190K
|
7.69K
$961K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.54K- 4.24% |
$177K - $191K
|
34.7K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.58K- 16.9% |
$181K - $196K
|
7.74K
$967K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.58K- 34.96% |
$182K - $196K
|
2.93K
$366K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.68K- 5.28% |
$193K - $208K
|
30K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 15.06% |
$198K - $213K
|
9.68K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.78K- 77.36% |
$205K - $221K
|
522
$65.2K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.82K- 6.33% |
$210K - $226K
|
27K
$3.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-1.83K- 17.21% |
$211K - $227K
|
8.81K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.85K- 88.1% |
$213K - $230K
|
250
$31.2K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.88K- 12.4% |
$216K - $233K
|
13.3K
$1.66M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.02K- 42.98% |
$233K - $251K
|
2.68K
$335K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.06K- 22.59% |
$238K - $256K
|
7.07K
$883K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-2.19K- 1.64% |
$252K - $272K
|
131K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.21K- 2.11% |
$255K - $274K
|
102K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.5K- 68.49% |
$288K - $310K
|
1.15K
$143K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.79K- 0.58% |
$322K - $347K
|
482K
$60.2M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-2.84K- 0.53% |
$327K - $353K
|
533K
$66.5M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.95K- 3.69% |
$340K - $366K
|
77K
$9.61M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.95K- 18.16% |
$340K - $367K
|
13.3K
$1.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.26K- 1.16% |
$375K - $405K
|
277K
$34.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.33K- 12.79% |
$383K - $413K
|
22.7K
$2.83M
|