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 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
606+ 0.49% |
$62.8K - $77.9K
|
123K
$17.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
603+ 3.3% |
$62.5K - $77.5K
|
18.9K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
600+ 2.33% |
$62.2K - $77.2K
|
26.3K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
559+ 1.98% |
$57.9K - $71.9K
|
28.8K
$4.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
558+ 4.51% |
$57.8K - $71.8K
|
12.9K
$1.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
540+ 18.54% |
$55.9K - $69.4K
|
3.45K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
517+ 3.88% |
$53.6K - $66.5K
|
13.8K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
500New |
$51.8K - $64.3K
|
500
$70K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
476+ 16.22% |
$49.3K - $61.2K
|
3.41K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
472+ 9.72% |
$48.9K - $60.7K
|
5.33K
$745K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
464+ 2.03% |
$48.1K - $59.7K
|
23.4K
$3.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
455+ 3.43% |
$47.1K - $58.5K
|
13.7K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
447+ 1.82% |
$46.3K - $57.5K
|
25K
$3.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
429+ 8.03% |
$44.4K - $55.2K
|
5.77K
$808K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
425+ 607.14% |
$44K - $54.7K
|
495
$69.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
385+ 5.26% |
$39.9K - $49.5K
|
7.71K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
357+ 2.01% |
$37K - $45.9K
|
18.1K
$2.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
350+ 2.06% |
$36.3K - $45K
|
17.4K
$2.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
347+ 14.12% |
$35.9K - $44.6K
|
2.8K
$392K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
345+ 0.85% |
$35.7K - $44.4K
|
40.8K
$5.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
334New |
$34.6K - $43K
|
334
$46.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
327+ 2.62% |
$33.9K - $42.1K
|
12.8K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
321+ 15.92% |
$33.3K - $41.3K
|
2.34K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
320+ 969.7% |
$33.1K - $41.2K
|
353
$49.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
318+ 1.86% |
$32.9K - $40.9K
|
17.4K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
278+ 9.28% |
$28.8K - $35.8K
|
3.27K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
275+ 13.25% |
$28.5K - $35.4K
|
2.35K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
265+ 0.67% |
$27.5K - $34.1K
|
40K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
250New |
$25.9K - $32.2K
|
250
$35K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
248+ 20.75% |
$25.7K - $31.9K
|
1.44K
$202K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
244+ 1.34% |
$25.3K - $31.4K
|
18.5K
$2.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
240+ 1.35% |
$24.9K - $30.9K
|
18K
$2.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
227+ 51.47% |
$23.5K - $29.2K
|
668
$93.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
225+ 0.22% |
$23.3K - $28.9K
|
103K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
222+ 103.26% |
$23K - $28.5K
|
437
$61.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
216+ 6.3% |
$22.4K - $27.8K
|
3.64K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
208+ 1.56% |
$21.5K - $26.7K
|
13.6K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
196+ 0.24% |
$20.3K - $25.2K
|
82.5K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
188+ 7.57% |
$19.5K - $24.2K
|
2.67K
$374K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
187+ 0.92% |
$19.4K - $24K
|
20.6K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
186+ 1.7% |
$19.3K - $23.9K
|
11.1K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
186+ 10.11% |
$19.3K - $23.9K
|
2.03K
$283K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
183+ 0.79% |
$19K - $23.5K
|
23.4K
$3.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
180+ 4.89% |
$18.6K - $23.1K
|
3.86K
$540K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
176+ 7.42% |
$18.2K - $22.6K
|
2.55K
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
171+ 5.56% |
$17.7K - $22K
|
3.25K
$454K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
165+ 4.05% |
$17.1K - $21.2K
|
4.24K
$593K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
161+ 3.0% |
$16.7K - $20.7K
|
5.52K
$773K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
146+ 1.01% |
$15.1K - $18.8K
|
14.6K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
131+ 0.13% |
$13.6K - $16.8K
|
104K
$14.6M
|