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 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67.5K+ 1887.5% |
$6.99M - $8.68M
|
71.1K
$9.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
48.2KNew |
$5M - $6.2M
|
48.2K
$6.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
46.3KNew |
$4.8M - $5.96M
|
46.3K
$5.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
41.4K+ 1065.01% |
$4.29M - $5.33M
|
45.3K
$5.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
36.7KNew |
$3.8M - $4.72M
|
36.7K
$4.72M
|
|
|
Jul 10, 2025
Q2 2025
|
P/E Global LLC
|
BUY
|
- |
14K+ 0.64% |
$1.45M - $1.8M
|
2.22M
$285M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
12.3KNew |
$1.27M - $1.58M
|
12.3K
$1.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
11.1K+ 365.32% |
$1.15M - $1.43M
|
14.2K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.73K+ 290.83% |
$904K - $1.12M
|
11.7K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.61KNew |
$788K - $979K
|
7.61K
$978K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
7.27K+ 40.53% |
$753K - $935K
|
25.2K
$3.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.01KNew |
$623K - $773K
|
6.01K
$773K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.08KNew |
$319K - $396K
|
3.08K
$396K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.87K+ 1.04% |
$297K - $369K
|
280K
$35.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.77K+ 1.15% |
$287K - $357K
|
244K
$31.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.87K+ 27.82% |
$194K - $240K
|
8.59K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.87KNew |
$193K - $240K
|
1.87K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.75KNew |
$181K - $224K
|
1.75K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.7KNew |
$176K - $219K
|
1.7K
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.68KNew |
$174K - $216K
|
1.68K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.65KNew |
$171K - $212K
|
1.65K
$212K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.62KNew |
$168K - $208K
|
1.62K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.58KNew |
$163K - $203K
|
1.58K
$203K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.56KNew |
$162K - $201K
|
1.56K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.49K+ 72.47% |
$154K - $191K
|
3.54K
$455K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 7.13% |
$143K - $178K
|
20.8K
$2.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
981+ 2.28% |
$102K - $126K
|
44.1K
$5.67M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
813+ 6.72% |
$84.2K - $105K
|
12.9K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
722+ 0.31% |
$74.8K - $92.8K
|
232K
$29.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
540+ 18.54% |
$55.9K - $69.4K
|
3.45K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
500New |
$51.8K - $64.3K
|
500
$64.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
464+ 2.03% |
$48.1K - $59.7K
|
23.4K
$3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
447+ 1.82% |
$46.3K - $57.5K
|
25K
$3.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
425+ 607.14% |
$44K - $54.7K
|
495
$63.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
347+ 14.12% |
$35.9K - $44.6K
|
2.8K
$360K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
345+ 0.85% |
$35.7K - $44.4K
|
40.8K
$5.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
321+ 15.92% |
$33.3K - $41.3K
|
2.34K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
318+ 1.86% |
$32.9K - $40.9K
|
17.4K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
275+ 13.25% |
$28.5K - $35.4K
|
2.35K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
265+ 0.67% |
$27.5K - $34.1K
|
40K
$5.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
188+ 7.57% |
$19.5K - $24.2K
|
2.67K
$343K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
183+ 0.79% |
$19K - $23.5K
|
23.4K
$3.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
180+ 4.89% |
$18.6K - $23.1K
|
3.86K
$497K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
171+ 5.56% |
$17.7K - $22K
|
3.25K
$417K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
117+ 0.23% |
$12.1K - $15K
|
50.4K
$6.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100+ 1.09% |
$10.4K - $12.9K
|
9.3K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
99+ 1.43% |
$10.3K - $12.7K
|
7.03K
$903K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
80+ 0.76% |
$8.29K - $10.3K
|
10.6K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
61+ 2.21% |
$6.32K - $7.84K
|
2.82K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
51+ 1.21% |
$5.28K - $6.56K
|
4.25K
$546K
|