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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.61K+ 48.83% |
$335K - $361K
|
7.95K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.54K+ 94.95% |
$325K - $351K
|
5.21K
$729K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.54K+ 14.12% |
$325K - $351K
|
20.5K
$2.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.15KNew |
$276K - $297K
|
2.15K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.15KNew |
$275K - $297K
|
2.15K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.09KNew |
$268K - $289K
|
2.09K
$293K
|
|
|
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
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.96K+ 1.52% |
$251K - $271K
|
130K
$18.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.95KNew |
$250K - $270K
|
1.95K
$273K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.95KNew |
$250K - $269K
|
1.95K
$272K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.93K+ 2.72% |
$248K - $267K
|
73K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.86K+ 2.98% |
$239K - $257K
|
64.2K
$9M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.82K+ 3.92% |
$233K - $251K
|
48.1K
$6.74M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.81K+ 5.22% |
$232K - $251K
|
36.5K
$5.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.77K+ 10.74% |
$227K - $244K
|
18.2K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.77KNew |
$226K - $244K
|
1.77K
$247K
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.56K+ 21.18% |
$200K - $216K
|
8.93K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.55KNew |
$199K - $215K
|
1.55K
$218K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.55KNew |
$198K - $214K
|
1.55K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.54KNew |
$197K - $212K
|
1.54K
$215K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.53KNew |
$196K - $211K
|
1.53K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.51KNew |
$193K - $208K
|
1.51K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.5K+ 58.82% |
$192K - $208K
|
4.05K
$567K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.5KNew |
$192K - $207K
|
1.5K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.49KNew |
$191K - $206K
|
1.49K
$209K
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.33KNew |
$170K - $184K
|
1.33K
$186K
|
|
|
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
$5.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.19K+ 13.02% |
$153K - $165K
|
10.3K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
1.13KNew |
$145K - $156K
|
1.13K
$158K
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.11K+ 62.01% |
$143K - $154K
|
2.91K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.08K+ 2.31% |
$139K - $150K
|
48K
$6.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.08KNew |
$139K - $150K
|
1.08K
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.06KNew |
$136K - $147K
|
1.06K
$149K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
998+ 9.9% |
$128K - $138K
|
11.1K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
967+ 11.43% |
$124K - $134K
|
9.43K
$1.32M
|
|
|
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 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
901+ 44.38% |
$116K - $125K
|
2.93K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
874+ 15.96% |
$112K - $121K
|
6.35K
$889K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
830+ 22.53% |
$107K - $115K
|
4.51K
$632K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
828+ 1.98% |
$106K - $115K
|
42.6K
$5.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
808+ 5.84% |
$104K - $112K
|
14.6K
$2.05M
|
|