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 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.7KNew |
$346K - $373K
|
2.7K
$377K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.69K+ 78.33% |
$346K - $373K
|
6.13K
$858K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
2.62KNew |
$336K - $363K
|
2.62K
$367K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.54K+ 94.95% |
$325K - $351K
|
5.21K
$729K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.03KNew |
$261K - $282K
|
2.03K
$285K
|
|
|
Nov 05, 2025
Q3 2025
|
Gruss & Co., LLC
|
BUY
|
- |
2KNew |
$257K - $277K
|
2K
$280K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.93K+ 2.72% |
$248K - $267K
|
73K
$10.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.82K+ 3.92% |
$233K - $251K
|
48.1K
$6.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.77K+ 10.74% |
$227K - $244K
|
18.2K
$2.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 8.41% |
$225K - $242K
|
22.6K
$3.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.59KNew |
$204K - $220K
|
1.59K
$222K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.55KNew |
$199K - $215K
|
1.55K
$217K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.55KNew |
$198K - $214K
|
1.55K
$216K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.53KNew |
$196K - $211K
|
1.53K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.51KNew |
$193K - $208K
|
1.51K
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.48KNew |
$190K - $205K
|
1.48K
$207K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.48KNew |
$190K - $204K
|
1.48K
$207K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.46KNew |
$187K - $201K
|
1.46K
$204K
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.39K+ 73.31% |
$178K - $192K
|
3.29K
$460K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.27K+ 13.73% |
$163K - $176K
|
10.5K
$1.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.27K+ 3.1% |
$162K - $175K
|
42.1K
$5.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.19K+ 13.02% |
$153K - $165K
|
10.3K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.08KNew |
$139K - $150K
|
1.08K
$152K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
957+ 9.21% |
$123K - $132K
|
11.3K
$1.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
909+ 4.68% |
$117K - $126K
|
20.3K
$2.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
828+ 1.98% |
$106K - $115K
|
42.6K
$5.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
807+ 1.6% |
$104K - $112K
|
51.2K
$7.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
805New |
$103K - $111K
|
805
$113K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
801+ 27.7% |
$103K - $111K
|
3.69K
$517K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
760+ 1.82% |
$97.5K - $105K
|
42.6K
$5.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
BUY
|
- |
736+ 3.66% |
$94.4K - $102K
|
20.9K
$2.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
731+ 0.84% |
$93.8K - $101K
|
87.5K
$12.2M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
724+ 5.22% |
$92.9K - $100K
|
14.6K
$2.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
657+ 1.79% |
$84.3K - $90.9K
|
37.4K
$5.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
619+ 22.08% |
$79.4K - $85.7K
|
3.42K
$479K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
615+ 1025.0% |
$78.9K - $85.1K
|
675
$94.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
591+ 23.09% |
$75.8K - $81.8K
|
3.15K
$441K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
566+ 3.37% |
$72.6K - $78.3K
|
17.4K
$2.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
516+ 101.38% |
$66.2K - $71.4K
|
1.03K
$143K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
331+ 10.61% |
$42.5K - $45.8K
|
3.45K
$483K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
319+ 11.81% |
$40.9K - $44.2K
|
3.02K
$422K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
288New |
$37K - $39.9K
|
288
$40.3K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
282+ 2.18% |
$36.2K - $39K
|
13.2K
$1.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
275+ 10.19% |
$35.3K - $38.1K
|
2.98K
$416K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
263+ 12.63% |
$33.7K - $36.4K
|
2.35K
$328K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
250+ 14.85% |
$32.1K - $34.6K
|
1.93K
$271K
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
211+ 0.84% |
$27.1K - $29.2K
|
25.2K
$3.53M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
201+ 1.16% |
$25.8K - $27.8K
|
17.6K
$2.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
180New |
$23.1K - $24.9K
|
180
$25.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
171New |
$21.9K - $23.7K
|
171
$23.9K
|