Purchases and Sales Made in Q2 2025 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
241K+ 6875.79% |
$24.9M - $31M
|
244K
$32.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
201K+ 17.89% |
$20.8M - $25.9M
|
1.33M
$175M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
193K+ 1366.36% |
$20M - $24.8M
|
207K
$27.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
86.3K+ 29.66% |
$8.94M - $11.1M
|
377K
$49.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67.5K+ 1887.5% |
$6.99M - $8.68M
|
71.1K
$9.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
59.3K+ 832.76% |
$6.14M - $7.63M
|
66.4K
$8.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
48.2KNew |
$5M - $6.2M
|
48.2K
$6.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
46.3KNew |
$4.8M - $5.96M
|
46.3K
$6.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
41.4K+ 1065.01% |
$4.29M - $5.33M
|
45.3K
$5.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
36.7KNew |
$3.8M - $4.72M
|
36.7K
$4.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
27.8K+ 15.92% |
$2.88M - $3.57M
|
202K
$26.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
27.8K+ 1198.45% |
$2.88M - $3.57M
|
30.1K
$3.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
20.1KNew |
$2.09M - $2.59M
|
20.1K
$2.65M
|
|
|
Jul 10, 2025
Q2 2025
|
P/E Global LLC
|
BUY
|
- |
14K+ 0.64% |
$1.45M - $1.8M
|
2.22M
$292M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
12.6K+ 1.37% |
$1.31M - $1.62M
|
934K
$123M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
12.5K+ 15.46% |
$1.29M - $1.6M
|
93K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
12.3KNew |
$1.27M - $1.58M
|
12.3K
$1.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
11.5K+ 2.95% |
$1.2M - $1.49M
|
403K
$53.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
11.1K+ 365.32% |
$1.15M - $1.43M
|
14.2K
$1.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.73K+ 290.83% |
$904K - $1.12M
|
11.7K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.61KNew |
$788K - $979K
|
7.61K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
7.47K+ 4.25% |
$773K - $960K
|
183K
$24.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
7.27K+ 40.53% |
$753K - $935K
|
25.2K
$3.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.01KNew |
$623K - $773K
|
6.01K
$792K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.96K+ 5.81% |
$618K - $767K
|
109K
$14.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
4.61KNew |
$477K - $593K
|
4.61K
$607K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.89K+ 25.04% |
$403K - $500K
|
19.4K
$2.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.84K+ 0.93% |
$398K - $494K
|
415K
$54.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.46K+ 77.05% |
$359K - $445K
|
7.96K
$1.05M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.08KNew |
$319K - $396K
|
3.08K
$406K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.03K+ 1.08% |
$314K - $390K
|
283K
$37.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.87K+ 1.04% |
$297K - $369K
|
280K
$36.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.77K+ 1.15% |
$287K - $357K
|
244K
$32.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.2K+ 28.33% |
$228K - $283K
|
9.97K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.87K+ 27.82% |
$194K - $240K
|
8.59K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.87KNew |
$193K - $240K
|
1.87K
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.75KNew |
$181K - $224K
|
1.75K
$230K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.7KNew |
$176K - $219K
|
1.7K
$224K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.68KNew |
$174K - $216K
|
1.68K
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.67KNew |
$172K - $214K
|
1.67K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.65KNew |
$171K - $212K
|
1.65K
$218K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.65KNew |
$170K - $212K
|
1.65K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.62KNew |
$168K - $208K
|
1.62K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.58KNew |
$163K - $203K
|
1.58K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.56KNew |
$162K - $201K
|
1.56K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.49K+ 72.47% |
$154K - $191K
|
3.54K
$466K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 7.13% |
$143K - $178K
|
20.8K
$2.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
981+ 2.28% |
$102K - $126K
|
44.1K
$5.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
905+ 4.58% |
$93.7K - $116K
|
20.7K
$2.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
831+ 36.42% |
$86.1K - $107K
|
3.11K
$410K
|