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
|
Hemington Wealth Management
|
SELL
|
- |
-60- 2.2% |
$6.22K - $7.72K
|
2.67K
$374K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-61- 35.47% |
$6.32K - $7.84K
|
111
$15.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-63- 0.51% |
$6.53K - $8.1K
|
12.4K
$1.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-70- 0.25% |
$7.25K - $9K
|
27.5K
$3.84M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-70- 4.35% |
$7.25K - $9K
|
1.54K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-70- 2.76% |
$7.25K - $9K
|
2.47K
$345K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-70- 1.66% |
$7.25K - $9K
|
4.14K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-74- 10.08% |
$7.67K - $9.52K
|
660
$92.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-75- 2.89% |
$7.77K - $9.65K
|
2.52K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-78- 1.48% |
$8.08K - $10K
|
5.2K
$727K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-79- 0.57% |
$8.18K - $10.2K
|
13.9K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-80- 0.84% |
$8.29K - $10.3K
|
9.49K
$1.33M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-83- 0.02% |
$8.6K - $10.7K
|
477K
$66.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-83- 1.12% |
$8.6K - $10.7K
|
7.33K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-86- 1.17% |
$8.91K - $11.1K
|
7.29K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-87- 14.6% |
$9.01K - $11.2K
|
509
$71.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-89- 0.04% |
$9.22K - $11.4K
|
200K
$28M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-111- 0.32% |
$11.5K - $14.3K
|
34.5K
$4.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-114- 43.35% |
$11.8K - $14.7K
|
149
$20.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-115- 2.32% |
$11.9K - $14.8K
|
4.84K
$676K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-120- 2.44% |
$12.4K - $15.4K
|
4.81K
$673K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-122- 0.29% |
$12.6K - $15.7K
|
42.2K
$5.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-126- 6.84% |
$13.1K - $16.2K
|
1.72K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-128- 2.95% |
$13.3K - $16.5K
|
4.21K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-135- 1.97% |
$14K - $17.4K
|
6.71K
$939K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-146- 71.57% |
$15.1K - $18.8K
|
58
$8.11K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-150- 13.95% |
$15.5K - $19.3K
|
925
$129K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-153- 2.8% |
$15.8K - $19.7K
|
5.3K
$742K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-163- 0.52% |
$16.9K - $21K
|
31K
$4.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-166- 0.63% |
$17.2K - $21.3K
|
26.1K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-175- 0.21% |
$18.1K - $22.5K
|
83K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-193- 7.46% |
$20K - $24.8K
|
2.39K
$335K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-199- 2.22% |
$20.6K - $25.6K
|
8.78K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-200- 31.65% |
$20.7K - $25.7K
|
432
$60.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-218- 1.82% |
$22.6K - $28K
|
11.8K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-228- 0.75% |
$23.6K - $29.3K
|
30K
$4.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-240- 0.86% |
$24.9K - $30.9K
|
27.6K
$3.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-254- 5.22% |
$26.3K - $32.7K
|
4.61K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-289- 2.05% |
$29.9K - $37.2K
|
13.8K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-290- 9.7% |
$30K - $37.3K
|
2.7K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-331- 0.31% |
$34.3K - $42.6K
|
108K
$15.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-332- 0.29% |
$34.4K - $42.7K
|
115K
$16.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-334- 7.18% |
$34.6K - $43K
|
4.32K
$605K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-342- 2.47% |
$35.4K - $44K
|
13.5K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-352- 0.84% |
$36.5K - $45.3K
|
41.6K
$5.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-383- 18.1% |
$39.7K - $49.3K
|
1.73K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-413- 41.34% |
$42.8K - $53.1K
|
586
$82K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-426- 1.21% |
$44.1K - $54.8K
|
34.8K
$4.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-428- 0.28% |
$44.3K - $55K
|
150K
$21.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-436- 5.88% |
$45.2K - $56.1K
|
6.99K
$977K
|