Purchases and Sales Made in Q3 2025 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.29MNew |
$166M - $179M
|
1.29M
$181M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
955K+ 41.68% |
$123M - $132M
|
3.25M
$454M
|
|
|
Oct 21, 2025
Q3 2025
|
Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York
New York, NY |
BUY
|
- |
389K+ 112.79% |
$49.9M - $53.9M
|
734K
$103M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
212K+ 42.51% |
$27.2M - $29.3M
|
711K
$99.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
207KNew |
$26.5M - $28.6M
|
207K
$28.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
BUY
|
- |
171K+ 45.28% |
$21.9M - $23.7M
|
548K
$76.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
136KNew |
$17.5M - $18.8M
|
136K
$19M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
83.1KNew |
$10.7M - $11.5M
|
83.1K
$11.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
64.9KNew |
$8.33M - $8.98M
|
64.9K
$9.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
63.1KNew |
$8.1M - $8.74M
|
63.1K
$8.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56.1K+ 469.45% |
$7.2M - $7.76M
|
68K
$9.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
54.9KNew |
$7.04M - $7.59M
|
54.9K
$7.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
48.8K+ 21.05% |
$6.26M - $6.75M
|
281K
$39.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46.8KNew |
$6M - $6.47M
|
46.8K
$6.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
40.8KNew |
$5.24M - $5.65M
|
40.8K
$5.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
36.2KNew |
$4.64M - $5M
|
36.2K
$5.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
24.8K+ 32.92% |
$3.18M - $3.43M
|
99.9K
$14M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
23K+ 2.46% |
$2.96M - $3.19M
|
958K
$134M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21K+ 7.52% |
$2.7M - $2.91M
|
301K
$42.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
20.8K+ 5.41% |
$2.67M - $2.89M
|
406K
$56.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
20.2KNew |
$2.59M - $2.79M
|
20.2K
$2.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.6K+ 70.58% |
$1.87M - $2.02M
|
35.3K
$4.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.9K+ 101.13% |
$1.52M - $1.64M
|
23.6K
$3.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.4K+ 39.26% |
$1.33M - $1.43M
|
36.7K
$5.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.2K+ 2.45% |
$1.3M - $1.41M
|
425K
$59.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.77K+ 3.61% |
$1.25M - $1.35M
|
280K
$39.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.99K+ 12.06% |
$1.15M - $1.24M
|
83.5K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
8.75K+ 2.17% |
$1.12M - $1.21M
|
412K
$57.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
8.46K+ 15.98% |
$1.09M - $1.17M
|
61.4K
$8.59M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
8.07KNew |
$1.04M - $1.12M
|
8.07K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
7.73KNew |
$992K - $1.07M
|
7.73K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.54K+ 11.88% |
$839K - $905K
|
61.6K
$8.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6.45K+ 14322.22% |
$827K - $892K
|
6.49K
$908K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.16K+ 6.62% |
$791K - $853K
|
99.2K
$13.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Allen Investment Management LLC
|
BUY
|
- |
6.03K+ 4.01% |
$774K - $835K
|
156K
$21.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.67K+ 17.77% |
$727K - $785K
|
37.6K
$5.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.64K+ 5.19% |
$723K - $780K
|
114K
$16M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.5KNew |
$705K - $761K
|
5.5K
$769K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.29KNew |
$678K - $732K
|
5.29K
$740K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.29K+ 7.96% |
$678K - $732K
|
71.7K
$10M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.17K+ 67.94% |
$664K - $716K
|
12.8K
$1.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.1KNew |
$655K - $706K
|
5.1K
$714K
|
|
|
Oct 09, 2025
Q3 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4KNew |
$513K - $554K
|
4K
$560K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
3.29KNew |
$422K - $455K
|
3.29K
$460K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
3.29KNew |
$422K - $455K
|
3.29K
$460K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
3.2KNew |
$411K - $443K
|
3.2K
$448K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
3.18KNew |
$408K - $440K
|
3.18K
$444K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.08K+ 26.06% |
$396K - $427K
|
14.9K
$2.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
2.97KNew |
$381K - $411K
|
2.97K
$415K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.91KNew |
$373K - $402K
|
2.91K
$407K
|