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 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
155+ 7.07% |
$19.9K - $21.5K
|
2.35K
$329K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
153+ 0.43% |
$19.6K - $21.2K
|
35.4K
$4.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
142+ 19.86% |
$18.2K - $19.7K
|
857
$120K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
134+ 2.4% |
$17.2K - $18.5K
|
5.71K
$799K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
107+ 1.52% |
$13.7K - $14.8K
|
7.14K
$998K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
100+ 4.4% |
$12.8K - $13.8K
|
2.37K
$332K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
95+ 0.31% |
$12.2K - $13.1K
|
31K
$4.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
88New |
$11.3K - $12.2K
|
88
$12.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
88+ 2.11% |
$11.3K - $12.2K
|
4.26K
$597K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
86+ 0.52% |
$11K - $11.9K
|
16.7K
$2.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
86+ 1.86% |
$11K - $11.9K
|
4.7K
$658K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
76New |
$9.75K - $10.5K
|
76
$10.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
65+ 1.49% |
$8.34K - $9K
|
4.44K
$621K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
58New |
$7.44K - $8.03K
|
58
$8.11K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
56+ 0.82% |
$7.19K - $7.75K
|
6.93K
$969K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
55New |
$7.06K - $7.61K
|
55
$7.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
47+ 0.26% |
$6.03K - $6.51K
|
18.2K
$2.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
44+ 16.42% |
$5.65K - $6.09K
|
312
$43.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
42+ 0.36% |
$5.39K - $5.81K
|
11.8K
$1.66M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
39+ 0.02% |
$5K - $5.4K
|
244K
$34.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 0.68% |
$3.46K - $3.74K
|
3.99K
$558K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24+ 0.51% |
$3.08K - $3.32K
|
4.72K
$660K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.02% |
$2.95K - $3.18K
|
104K
$14.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
14New |
$1.8K - $1.94K
|
14
$1.96K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
12+ 0.03% |
$1.54K - $1.66K
|
35.1K
$4.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.27% |
$770 - $830
|
2.23K
$311K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.15% |
$642 - $692
|
3.24K
$453K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3New |
$385 - $415
|
3
$420
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2+ 0.02% |
$257 - $277
|
9.13K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1+ 0.01% |
$128 - $138
|
16.3K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.37% |
$128 - $138
|
271
$37.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$128 - $138
|
4.11K
$574K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8- 0.08% |
$1.03K - $1.11K
|
9.96K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.4% |
$1.28K - $1.38K
|
2.51K
$351K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-10- 0.01% |
$1.28K - $1.38K
|
83K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-16- 0.72% |
$2.05K - $2.21K
|
2.21K
$309K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-19- 5.48% |
$2.44K - $2.63K
|
328
$45.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-20- 1.21% |
$2.57K - $2.77K
|
1.64K
$229K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-25- 0.38% |
$3.21K - $3.46K
|
6.63K
$928K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-26- 0.23% |
$3.34K - $3.6K
|
11.2K
$1.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-27- 1.6% |
$3.46K - $3.74K
|
1.66K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-32- 4.76% |
$4.11K - $4.43K
|
640
$89.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-34- 0.27% |
$4.36K - $4.71K
|
12.3K
$1.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-49- 1.48% |
$6.29K - $6.78K
|
3.26K
$457K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-49- 0.75% |
$6.29K - $6.78K
|
6.52K
$912K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-49- 0.16% |
$6.29K - $6.78K
|
30K
$4.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-53- 0.2% |
$6.8K - $7.34K
|
27.1K
$3.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-58- 0.33% |
$7.44K - $8.03K
|
17.3K
$2.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-59- 0.56% |
$7.57K - $8.17K
|
10.4K
$1.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-60- 1.74% |
$7.7K - $8.3K
|
3.39K
$475K
|