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 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
130+ 2600.0% |
$13.5K - $16.7K
|
135
$18.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
126+ 1.44% |
$13.1K - $16.2K
|
8.86K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
122+ 3.97% |
$12.6K - $15.7K
|
3.19K
$447K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
120+ 49.38% |
$12.4K - $15.4K
|
363
$50.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
117+ 0.23% |
$12.1K - $15K
|
50.4K
$7.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
101+ 1.54% |
$10.5K - $13K
|
6.66K
$932K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
100New |
$10.4K - $12.9K
|
100
$14K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100+ 1.09% |
$10.4K - $12.9K
|
9.3K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
99+ 1.43% |
$10.3K - $12.7K
|
7.03K
$983K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
89+ 0.77% |
$9.22K - $11.4K
|
11.6K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
89+ 0.11% |
$9.22K - $11.4K
|
81.5K
$11.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
80+ 0.76% |
$8.29K - $10.3K
|
10.6K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
75+ 15.31% |
$7.77K - $9.65K
|
565
$79K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
74+ 1.8% |
$7.67K - $9.52K
|
4.18K
$584K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
69+ 1.6% |
$7.15K - $8.87K
|
4.38K
$612K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
67+ 0.77% |
$6.94K - $8.62K
|
8.72K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
65+ 2.16% |
$6.73K - $8.36K
|
3.07K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
61+ 2.21% |
$6.32K - $7.84K
|
2.82K
$394K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
61+ 1.28% |
$6.32K - $7.84K
|
4.82K
$674K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
60New |
$6.22K - $7.72K
|
60
$8.39K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
59New |
$6.11K - $7.59K
|
59
$8.25K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
57+ 1.04% |
$5.9K - $7.33K
|
5.51K
$771K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
56+ 2.05% |
$5.8K - $7.2K
|
2.79K
$390K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
55+ 2.53% |
$5.7K - $7.07K
|
2.23K
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
52+ 1.69% |
$5.39K - $6.69K
|
3.12K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
52+ 0.41% |
$5.39K - $6.69K
|
12.6K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 0.77% |
$5.28K - $6.56K
|
6.66K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
51+ 1.21% |
$5.28K - $6.56K
|
4.25K
$594K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
48+ 0.16% |
$4.97K - $6.17K
|
30.9K
$4.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
46+ 0.52% |
$4.77K - $5.92K
|
8.86K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
45+ 0.37% |
$4.66K - $5.79K
|
12.3K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
41+ 2.21% |
$4.25K - $5.27K
|
1.9K
$265K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
40+ 6.33% |
$4.14K - $5.14K
|
672
$94K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
39+ 0.86% |
$4.04K - $5.02K
|
4.57K
$640K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
36+ 0.48% |
$3.73K - $4.63K
|
7.6K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32+ 0.45% |
$3.31K - $4.12K
|
7.11K
$994K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
31+ 1.23% |
$3.21K - $3.99K
|
2.56K
$358K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
31+ 0.1% |
$3.21K - $3.99K
|
31.9K
$4.46M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
29+ 0.78% |
$3K - $3.73K
|
3.76K
$526K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
29+ 0.48% |
$3K - $3.73K
|
6.03K
$844K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
26+ 0.07% |
$2.69K - $3.34K
|
35.2K
$4.93M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
26+ 0.11% |
$2.69K - $3.34K
|
24K
$3.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
22+ 0.78% |
$2.28K - $2.83K
|
2.83K
$396K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
20+ 0.09% |
$2.07K - $2.57K
|
21.1K
$2.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
18+ 0.19% |
$1.86K - $2.31K
|
9.35K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
18+ 0.76% |
$1.86K - $2.31K
|
2.4K
$336K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
16+ 6.3% |
$1.66K - $2.06K
|
270
$37.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.74% |
$1.66K - $2.06K
|
2.17K
$303K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12+ 0.18% |
$1.24K - $1.54K
|
6.66K
$931K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.01% |
$1.14K - $1.41K
|
104K
$14.6M
|