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 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$128 - $138
|
4.11K
$575K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.09% |
$128 - $138
|
1.15K
$161K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.02% |
$513 - $554
|
24.5K
$3.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 3.7% |
$642 - $692
|
130
$18.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-5- 0.04% |
$642 - $692
|
12.5K
$1.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8- 0.08% |
$1.03K - $1.11K
|
9.96K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-10- 0.01% |
$1.28K - $1.38K
|
83K
$11.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.4% |
$1.28K - $1.38K
|
2.51K
$352K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-12- 0.1% |
$1.54K - $1.66K
|
12.2K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-12- 6.63% |
$1.54K - $1.66K
|
169
$23.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-14- 0.19% |
$1.8K - $1.94K
|
7.27K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-16- 0.72% |
$2.05K - $2.21K
|
2.21K
$309K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-19- 5.48% |
$2.44K - $2.63K
|
328
$45.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-20- 1.21% |
$2.57K - $2.77K
|
1.64K
$230K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-25- 0.38% |
$3.21K - $3.46K
|
6.63K
$929K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-26- 0.23% |
$3.34K - $3.6K
|
11.2K
$1.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-27- 1.6% |
$3.46K - $3.74K
|
1.66K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-28- 1.35% |
$3.59K - $3.88K
|
2.05K
$287K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-29- 1.14% |
$3.72K - $4.01K
|
2.52K
$353K
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-32- 4.76% |
$4.11K - $4.43K
|
640
$89.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-34- 0.27% |
$4.36K - $4.71K
|
12.3K
$1.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-46- 1.58% |
$5.9K - $6.37K
|
2.87K
$402K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-47- 0.09% |
$6.03K - $6.51K
|
52K
$7.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-49- 1.48% |
$6.29K - $6.78K
|
3.26K
$457K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-49- 0.75% |
$6.29K - $6.78K
|
6.52K
$913K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-49- 0.16% |
$6.29K - $6.78K
|
30K
$4.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-50- 5.41% |
$6.42K - $6.92K
|
875
$123K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-53- 0.2% |
$6.8K - $7.34K
|
27.1K
$3.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-54- 0.9% |
$6.93K - $7.47K
|
5.94K
$833K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-54- 1.92% |
$6.93K - $7.47K
|
2.76K
$387K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-58- 0.33% |
$7.44K - $8.03K
|
17.3K
$2.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-59- 0.56% |
$7.57K - $8.17K
|
10.4K
$1.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-60- 1.74% |
$7.7K - $8.3K
|
3.39K
$475K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-63- 1.36% |
$8.08K - $8.72K
|
4.58K
$641K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-63- 0.14% |
$8.08K - $8.72K
|
43.6K
$6.1M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-66- 51.16% |
$8.47K - $9.14K
|
63
$8.83K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-66- 2.67% |
$8.47K - $9.14K
|
2.4K
$336K
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-68- 1.43% |
$8.73K - $9.41K
|
4.69K
$658K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-69- 1.36% |
$8.85K - $9.55K
|
5.02K
$703K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-74- 8.0% |
$9.5K - $10.2K
|
851
$119K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-78- 1.36% |
$10K - $10.8K
|
5.67K
$794K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-79- 1.42% |
$10.1K - $10.9K
|
5.47K
$767K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-85- 2.06% |
$10.9K - $11.8K
|
4.05K
$567K
|
|
|
Nov 05, 2025
Q3 2025
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-86- 4.51% |
$11K - $11.9K
|
1.82K
$255K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-92- 4.29% |
$11.8K - $12.7K
|
2.06K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-92- 0.16% |
$11.8K - $12.7K
|
57.4K
$8.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-97- 0.24% |
$12.4K - $13.4K
|
39.9K
$5.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-100- 1.43% |
$12.8K - $13.8K
|
6.89K
$964K
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-100- 0.72% |
$12.8K - $13.8K
|
13.8K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-100- 6.38% |
$12.8K - $13.8K
|
1.47K
$206K
|
|