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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.48K+ 246.69% |
$464K - $575K
|
6.29K
$880K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.39K+ 31.87% |
$454K - $564K
|
18.2K
$2.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.21K+ 69.11% |
$436K - $541K
|
10.3K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.96KNew |
$411K - $510K
|
3.96K
$554K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
3.91KNew |
$405K - $503K
|
3.91K
$547K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.89K+ 25.04% |
$403K - $500K
|
19.4K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.84K+ 0.93% |
$398K - $494K
|
415K
$58M
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.8K+ 0.44% |
$394K - $489K
|
869K
$122M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.74K+ 6.04% |
$388K - $481K
|
65.6K
$9.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.68K+ 29.07% |
$381K - $473K
|
16.3K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
3.57K+ 4.29% |
$370K - $459K
|
86.8K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.46K+ 77.05% |
$359K - $445K
|
7.96K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.37K+ 16.62% |
$349K - $434K
|
23.7K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.29KNew |
$341K - $423K
|
3.29K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.11K+ 5.36% |
$322K - $400K
|
61.2K
$8.56M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.08KNew |
$319K - $396K
|
3.08K
$431K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.03K+ 1.08% |
$314K - $390K
|
283K
$39.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.01KNew |
$311K - $387K
|
3.01K
$421K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.87K+ 1.04% |
$297K - $369K
|
280K
$39.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.77K+ 1.15% |
$287K - $357K
|
244K
$34.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.58KNew |
$268K - $332K
|
2.58K
$362K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.47K+ 4.95% |
$256K - $318K
|
52.4K
$7.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.47K+ 6.24% |
$256K - $318K
|
42K
$5.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.36KNew |
$245K - $304K
|
2.36K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.33K+ 14.87% |
$241K - $299K
|
18K
$2.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.27K+ 2.67% |
$235K - $292K
|
87.3K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.25K+ 5.31% |
$233K - $289K
|
44.6K
$6.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.22KNew |
$229K - $285K
|
2.22K
$310K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.2K+ 28.33% |
$228K - $283K
|
9.97K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.19KNew |
$227K - $282K
|
2.19K
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.18KNew |
$226K - $280K
|
2.18K
$305K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.18K+ 23.19% |
$226K - $280K
|
11.6K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.13K+ 66.12% |
$220K - $273K
|
5.34K
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.1KNew |
$218K - $270K
|
2.1K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.08KNew |
$216K - $268K
|
2.08K
$291K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$216K - $268K
|
2.08K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.08KNew |
$215K - $267K
|
2.08K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.05K+ 22.51% |
$212K - $263K
|
11.1K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
- |
2K+ 0.73% |
$207K - $257K
|
277K
$38.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.94KNew |
$201K - $250K
|
1.94K
$272K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.9K+ 5.48% |
$197K - $245K
|
36.6K
$5.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.87K+ 27.82% |
$194K - $240K
|
8.59K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.87KNew |
$193K - $240K
|
1.87K
$261K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.8KNew |
$186K - $231K
|
1.8K
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.8KNew |
$186K - $231K
|
1.8K
$251K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.77K+ 6.65% |
$183K - $228K
|
28.4K
$3.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.75KNew |
$181K - $224K
|
1.75K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
1.72KNew |
$178K - $221K
|
1.72K
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.7KNew |
$176K - $219K
|
1.7K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
1.7KNew |
$176K - $218K
|
1.7K
$238K
|