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 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-853- 21.86% |
$109K - $118K
|
3.05K
$427K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-873- 97.0% |
$112K - $121K
|
27
$3.78K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-882- 8.88% |
$113K - $122K
|
9.05K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-970- 1.59% |
$124K - $134K
|
59.9K
$8.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-980- 7.25% |
$126K - $136K
|
12.5K
$1.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.07K- 4.78% |
$137K - $148K
|
21.3K
$2.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.12K- 0.56% |
$143K - $155K
|
199K
$27.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.18K- 7.5% |
$152K - $164K
|
14.6K
$2.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.33K- 4.7% |
$170K - $183K
|
26.9K
$3.76M
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-1.44K- 1.74% |
$185K - $199K
|
81.1K
$11.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.46K- 24.21% |
$187K - $202K
|
4.57K
$640K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-1.48K- 9.03% |
$190K - $205K
|
14.9K
$2.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.62K- 3.58% |
$208K - $224K
|
43.7K
$6.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.69K- 31.91% |
$217K - $234K
|
3.61K
$505K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.75K- 5.05% |
$225K - $242K
|
32.9K
$4.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.76K- 59.01% |
$226K - $243K
|
1.22K
$171K
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2K- 33.95% |
$256K - $276K
|
3.88K
$543K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-2.49K- 2.42% |
$320K - $345K
|
100K
$14.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.51K- 2.87% |
$321K - $347K
|
84.7K
$11.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.77K- 3.43% |
$355K - $383K
|
78K
$10.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
SELL
|
- |
-2.96K- 6.71% |
$380K - $410K
|
41.1K
$5.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.99K- 39.09% |
$383K - $413K
|
4.65K
$651K
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-3.79K- 3.07% |
$486K - $524K
|
120K
$16.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.98K- 0.8% |
$510K - $550K
|
490K
$68.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.53K- 15.94% |
$581K - $627K
|
23.9K
$3.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-4.7K- 10.37% |
$603K - $650K
|
40.6K
$5.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.01K- 0.76% |
$900K - $970K
|
918K
$128M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-7.79K- 67.07% |
$999K - $1.08M
|
3.83K
$535K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-13.8K- 96.97% |
$1.76M - $1.9M
|
430
$60.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-21.3K- 34.75% |
$2.73M - $2.95M
|
40K
$5.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-25.2K- 23.69% |
$3.24M - $3.49M
|
81.2K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-28.4K- 11.62% |
$3.64M - $3.92M
|
216K
$30.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-30.5K- 53.5% |
$3.91M - $4.22M
|
26.5K
$3.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-39.3K- 81.76% |
$5.05M - $5.44M
|
8.78K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-68.2K- 22.04% |
$8.75M - $9.44M
|
241K
$33.8M
|
|
|
Oct 22, 2025
Q3 2025
|
P/E Global LLC
|
SELL
|
- |
-94.2K- 4.25% |
$12.1M - $13M
|
2.12M
$297M
|
|
|
Oct 20, 2025
Q3 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-94.5K- 34.76% |
$12.1M - $13.1M
|
177K
$24.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-242K- 89.96% |
$31.1M - $33.5M
|
27K
$3.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-264K- 19.08% |
$33.9M - $36.6M
|
1.12M
$157M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-366K- 26.47% |
$47M - $50.6M
|
1.02M
$142M
|