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 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
153+ 0.43% |
$19.6K - $21.2K
|
35.4K
$4.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
148+ 0.78% |
$19K - $20.5K
|
19K
$2.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
147+ 5.44% |
$18.9K - $20.3K
|
2.85K
$399K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
143+ 0.9% |
$18.3K - $19.8K
|
16K
$2.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
142+ 19.86% |
$18.2K - $19.7K
|
857
$120K
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
141+ 0.54% |
$18.1K - $19.5K
|
26.4K
$3.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
134+ 2.4% |
$17.2K - $18.5K
|
5.71K
$800K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
107+ 1.52% |
$13.7K - $14.8K
|
7.14K
$1M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
100+ 4.4% |
$12.8K - $13.8K
|
2.37K
$332K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
97+ 2.48% |
$12.4K - $13.4K
|
4.01K
$562K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
95+ 0.31% |
$12.2K - $13.1K
|
31K
$4.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
88+ 2.11% |
$11.3K - $12.2K
|
4.26K
$597K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
88New |
$11.3K - $12.2K
|
88
$12.3K
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
80+ 3.67% |
$10.3K - $11.1K
|
2.26K
$317K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
76New |
$9.75K - $10.5K
|
76
$10.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
67+ 0.78% |
$8.6K - $9.27K
|
8.65K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
65+ 1.49% |
$8.34K - $9K
|
4.44K
$622K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
60+ 2.34% |
$7.7K - $8.3K
|
2.62K
$367K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
58New |
$7.44K - $8.03K
|
58
$8.12K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
56+ 0.82% |
$7.19K - $7.75K
|
6.93K
$970K
|
|
|
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
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
46+ 1.41% |
$5.9K - $6.37K
|
3.32K
$465K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
45+ 0.51% |
$5.77K - $6.23K
|
8.87K
$1.24M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29+ 49.15% |
$3.72K - $4.01K
|
88
$12.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
27+ 0.64% |
$3.46K - $3.74K
|
4.24K
$594K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 0.68% |
$3.46K - $3.74K
|
3.99K
$559K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24+ 0.51% |
$3.08K - $3.32K
|
4.72K
$661K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.02% |
$2.95K - $3.18K
|
104K
$14.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 1.8% |
$2.82K - $3.05K
|
1.25K
$174K
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
15+ 0.28% |
$1.92K - $2.08K
|
5.42K
$759K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
14New |
$1.8K - $1.94K
|
14
$1.96K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13+ 0.47% |
$1.67K - $1.8K
|
2.8K
$392K
|
|
|
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
$312K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.15% |
$642 - $692
|
3.24K
$454K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$513 - $554
|
7.71K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
3+ 0.05% |
$385 - $415
|
5.52K
$773K
|
|
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.37% |
$128 - $138
|
271
$38K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$128 - $138
|
9.85K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1+ 0.01% |
$128 - $138
|
16.3K
$2.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- -0.0% |
$128 - $138
|
22K
$3.08M
|
|