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 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
48+ 0.16% |
$4.97K - $6.17K
|
30.9K
$3.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
26+ 0.07% |
$2.69K - $3.34K
|
35.2K
$4.53M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.8% |
$725 - $900
|
877
$113K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 1.46% |
$518 - $643
|
347
$44.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4+ 0.05% |
$414 - $514
|
7.75K
$996K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.04% |
$311 - $386
|
7.34K
$943K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.07% |
$311 - $386
|
4.11K
$528K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.11% |
$207 - $257
|
1.77K
$227K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.94% |
$104 - $129
|
107
$13.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$104 - $129
|
4.31K
$554K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-6- 10.34% |
$622 - $772
|
52
$6.68K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18- 3.45% |
$1.86K - $2.31K
|
504
$64.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 0.92% |
$3.31K - $4.12K
|
3.43K
$441K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-36- 0.77% |
$3.73K - $4.63K
|
4.64K
$596K
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-46- 0.29% |
$4.77K - $5.92K
|
15.8K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-63- 0.51% |
$6.53K - $8.1K
|
12.4K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-70- 1.66% |
$7.25K - $9K
|
4.14K
$531K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-75- 2.89% |
$7.77K - $9.65K
|
2.52K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-135- 1.97% |
$14K - $17.4K
|
6.71K
$863K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-163- 0.52% |
$16.9K - $21K
|
31K
$3.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-193- 7.46% |
$20K - $24.8K
|
2.39K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-218- 1.82% |
$22.6K - $28K
|
11.8K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-254- 5.22% |
$26.3K - $32.7K
|
4.61K
$593K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-436- 5.88% |
$45.2K - $56.1K
|
6.99K
$898K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-485- 11.06% |
$50.2K - $62.4K
|
3.9K
$502K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-982- 1.63% |
$102K - $126K
|
59.2K
$7.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 1.75% |
$106K - $131K
|
57.5K
$7.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-1.08K- 38.93% |
$111K - $138K
|
1.69K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.14K- 2.11% |
$118K - $147K
|
52.9K
$6.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.18K- 29.24% |
$122K - $152K
|
2.85K
$367K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.29K- 3.53% |
$133K - $165K
|
35.1K
$4.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.85K- 6.16% |
$192K - $238K
|
28.2K
$3.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.39K- 6.44% |
$247K - $307K
|
34.7K
$4.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.05K- 20.34% |
$316K - $392K
|
12K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.69K- 57.85% |
$382K - $474K
|
2.69K
$345K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.13K- 4.79% |
$428K - $531K
|
82K
$10.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-4.31K- 42.28% |
$446K - $554K
|
5.88K
$755K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.2K- 6.47% |
$539K - $669K
|
75.2K
$9.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-9.04K- 0.52% |
$937K - $1.16M
|
1.74M
$223M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-9.05K- 54.22% |
$937K - $1.16M
|
7.64K
$982K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.73K- 30.28% |
$1.01M - $1.25M
|
22.4K
$2.88M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-16.4K- 91.17% |
$1.69M - $2.1M
|
1.58K
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.1K- 75.53% |
$1.78M - $2.21M
|
5.55K
$714K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-27.2K- 69.65% |
$2.81M - $3.49M
|
11.8K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-29.7K- 65.28% |
$3.08M - $3.82M
|
15.8K
$2.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-34.4K- 85.67% |
$3.56M - $4.42M
|
5.75K
$739K
|