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 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.68KNew |
$174K - $216K
|
1.68K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.68KNew |
$174K - $216K
|
1.68K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.67KNew |
$172K - $214K
|
1.67K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.65KNew |
$171K - $212K
|
1.65K
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.65KNew |
$170K - $212K
|
1.65K
$230K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.62KNew |
$168K - $208K
|
1.62K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.6KNew |
$166K - $206K
|
1.6K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.59K+ 11.14% |
$165K - $204K
|
15.9K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.58KNew |
$163K - $203K
|
1.58K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.57KNew |
$162K - $202K
|
1.57K
$219K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.57K+ 25.12% |
$162K - $202K
|
7.81K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.56KNew |
$162K - $201K
|
1.56K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
$155K - $193K
|
1.5K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.49K+ 72.47% |
$154K - $191K
|
3.54K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.46KNew |
$151K - $187K
|
1.46K
$204K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.44KNew |
$150K - $186K
|
1.44K
$202K
|
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.41KNew |
$146K - $182K
|
1.41K
$198K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.41K+ 19.42% |
$146K - $181K
|
8.65K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.4K+ 1.95% |
$145K - $180K
|
73.1K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
1.39K+ 6.73% |
$144K - $179K
|
22.1K
$3.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 7.13% |
$143K - $178K
|
20.8K
$2.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.3K+ 2.14% |
$135K - $168K
|
62.4K
$8.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.21K+ 38.42% |
$125K - $155K
|
4.35K
$608K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.07K+ 2.63% |
$111K - $138K
|
41.8K
$5.84M
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.06K+ 37.86% |
$110K - $136K
|
3.86K
$540K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
981+ 2.28% |
$102K - $126K
|
44.1K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
963+ 41.33% |
$99.8K - $124K
|
3.29K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
961+ 25.76% |
$99.5K - $124K
|
4.69K
$656K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
947New |
$98.1K - $122K
|
947
$132K
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
942+ 24.66% |
$97.6K - $121K
|
4.76K
$666K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
924+ 8.17% |
$95.7K - $119K
|
12.2K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
905+ 4.58% |
$93.7K - $116K
|
20.7K
$2.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
894+ 1.05% |
$92.6K - $115K
|
86.1K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
848+ 7.57% |
$87.8K - $109K
|
12K
$1.69M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
848+ 7.57% |
$87.8K - $109K
|
12K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
831+ 36.42% |
$86.1K - $107K
|
3.11K
$436K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
817+ 17.14% |
$84.6K - $105K
|
5.58K
$781K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
813+ 6.72% |
$84.2K - $105K
|
12.9K
$1.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
786New |
$81.4K - $101K
|
786
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
785+ 26.47% |
$81.3K - $101K
|
3.75K
$525K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
754+ 28.09% |
$78.1K - $97K
|
3.44K
$481K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
742+ 1.81% |
$76.9K - $95.4K
|
41.8K
$5.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
728+ 29.05% |
$75.4K - $93.6K
|
3.23K
$452K
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
722+ 0.31% |
$74.8K - $92.8K
|
232K
$32.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
715+ 7.39% |
$74.1K - $91.9K
|
10.4K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
685+ 3.58% |
$71K - $88.1K
|
19.8K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
675New |
$69.9K - $86.8K
|
675
$94.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
668+ 1.96% |
$69.2K - $85.9K
|
34.7K
$4.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
665+ 4.17% |
$68.9K - $85.5K
|
16.6K
$2.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
650+ 3.35% |
$67.3K - $83.6K
|
20K
$2.8M
|