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 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.52K- 4.88% |
$405K - $437K
|
68.5K
$8.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.55K- 28.09% |
$409K - $441K
|
9.1K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.67K- 9.67% |
$422K - $455K
|
34.3K
$4.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.7K- 28.68% |
$426K - $459K
|
9.2K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.77K- 18.42% |
$434K - $468K
|
16.7K
$2.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-4.02K- 2.54% |
$463K - $499K
|
155K
$19.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-4.04K- 17.25% |
$466K - $502K
|
19.4K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.07K- 2.45% |
$468K - $505K
|
162K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.09K- 1.22% |
$471K - $507K
|
330K
$41.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.09K- 50.02% |
$471K - $507K
|
4.08K
$510K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-4.32K- 5.09% |
$498K - $537K
|
80.6K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.32KClosed |
$498K - $537K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-4.46K- 12.41% |
$514K - $554K
|
31.5K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-4.68K- 52.43% |
$539K - $581K
|
4.25K
$530K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.74K- 59.6% |
$546K - $589K
|
3.21K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.11K- 20.52% |
$588K - $634K
|
19.8K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.49K- 13.47% |
$632K - $681K
|
35.3K
$4.4M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.9K- 0.85% |
$679K - $732K
|
685K
$85.5M
|
|
|
May 14, 2025
Q1 2025
|
Birnam Oak Advisors, LP
New York, NY |
SELL
|
- |
-6K- 2.14% |
$691K - $745K
|
275K
$34.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.09K- 1.41% |
$701K - $755K
|
427K
$53.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-6.1K- 0.35% |
$702K - $757K
|
1.75M
$218M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.27K- 25.17% |
$722K - $778K
|
18.6K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.3K- 6.25% |
$726K - $783K
|
94.6K
$11.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.31K- 26.43% |
$726K - $783K
|
17.6K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-6.59K- 42.59% |
$759K - $818K
|
8.89K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-6.78K- 5.58% |
$780K - $841K
|
115K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-6.8K- 39.66% |
$783K - $844K
|
10.3K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.01K- 7.84% |
$808K - $871K
|
82.4K
$10.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-7.37K- 16.59% |
$849K - $915K
|
37.1K
$4.63M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.42K- 16.15% |
$855K - $921K
|
38.5K
$4.81M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-7.51K- 80.19% |
$865K - $932K
|
1.86K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-7.74K- 23.13% |
$891K - $960K
|
25.7K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-8.3K- 68.09% |
$956K - $1.03M
|
3.89K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.5K- 36.16% |
$978K - $1.05M
|
15K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-9.4K- 10.15% |
$1.08M - $1.17M
|
83.2K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.48K- 72.17% |
$1.09M - $1.18M
|
3.65K
$456K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-9.5K- 82.61% |
$1.09M - $1.18M
|
2K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.53K- 3.49% |
$1.1M - $1.18M
|
263K
$32.9M
|
|
|
May 15, 2025
Q1 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-9.71K- 19.69% |
$1.12M - $1.21M
|
39.6K
$4.94M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9.71K- 26.0% |
$1.12M - $1.21M
|
27.6K
$3.45M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-9.89K- 10.23% |
$1.14M - $1.23M
|
86.8K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10.2K- 74.52% |
$1.17M - $1.26M
|
3.47K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.2K- 31.74% |
$1.18M - $1.27M
|
22K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-11.3K- 75.5% |
$1.3M - $1.4M
|
3.67K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.3K- 5.91% |
$1.31M - $1.41M
|
181K
$22.6M
|
|
|
May 14, 2025
Q1 2025
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-11.4K- 49.65% |
$1.32M - $1.42M
|
11.6K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 6.27% |
$1.34M - $1.44M
|
174K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-11.8K- 37.97% |
$1.35M - $1.46M
|
19.2K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11.8K- 1.52% |
$1.36M - $1.47M
|
767K
$95.7M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-12.3K- 5.21% |
$1.42M - $1.53M
|
225K
$28M
|