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
|
Well Done, LLC
|
SELL
|
- |
-444- 1.43% |
$57K - $61.5K
|
30.5K
$4.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-450- 22.5% |
$57.7K - $62.3K
|
1.55K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-457- 7.6% |
$58.6K - $63.3K
|
5.56K
$778K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-480- 5.03% |
$61.6K - $66.4K
|
9.06K
$1.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-483- 20.67% |
$62K - $66.9K
|
1.85K
$260K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-521- 10.79% |
$66.9K - $72.1K
|
4.31K
$603K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-521- 5.57% |
$66.9K - $72.1K
|
8.83K
$1.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-544- 0.66% |
$69.8K - $75.3K
|
81.5K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-558- 16.16% |
$71.6K - $77.2K
|
2.89K
$405K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-560- 14.07% |
$71.9K - $77.5K
|
3.42K
$479K
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
SELL
|
- |
-569- 12.68% |
$73K - $78.8K
|
3.92K
$549K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-590- 4.35% |
$75.7K - $81.7K
|
13K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-601- 0.77% |
$77.1K - $83.2K
|
77K
$10.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-711- 1.47% |
$91.2K - $98.4K
|
47.5K
$6.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-712- 1.36% |
$91.4K - $98.5K
|
51.5K
$7.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-714- 4.83% |
$91.6K - $98.8K
|
14.1K
$1.97M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-731- 3.12% |
$93.8K - $101K
|
22.7K
$3.18M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-746- 6.48% |
$95.7K - $103K
|
10.8K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-750- 12.99% |
$96.2K - $104K
|
5.02K
$704K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-755- 2.33% |
$96.9K - $104K
|
31.7K
$4.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-823- 36.08% |
$106K - $114K
|
1.46K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-853- 21.86% |
$109K - $118K
|
3.05K
$427K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-873- 97.0% |
$112K - $121K
|
27
$3.78K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-873- 6.76% |
$112K - $121K
|
12K
$1.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-882- 8.88% |
$113K - $122K
|
9.05K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-885- 4.8% |
$114K - $122K
|
17.6K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-903- 3.13% |
$116K - $125K
|
27.9K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-932- 6.74% |
$120K - $129K
|
12.9K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Gould Capital, LLC
|
SELL
|
- |
-956- 94.75% |
$123K - $132K
|
53
$7.42K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-970- 1.59% |
$124K - $134K
|
59.9K
$8.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-980- 7.25% |
$126K - $136K
|
12.5K
$1.76M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.07K- 4.78% |
$137K - $148K
|
21.3K
$2.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.12K- 0.56% |
$143K - $155K
|
199K
$27.9M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.13K- 1.85% |
$145K - $157K
|
60K
$8.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.18K- 7.5% |
$152K - $164K
|
14.6K
$2.05M
|
|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-1.21K- 38.26% |
$155K - $167K
|
1.95K
$273K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.25K- 29.49% |
$160K - $173K
|
2.99K
$419K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.33K- 4.7% |
$170K - $183K
|
26.9K
$3.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.33K- 4.72% |
$170K - $183K
|
26.8K
$3.75M
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-1.44K- 1.74% |
$185K - $199K
|
81.1K
$11.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.46K- 24.21% |
$187K - $202K
|
4.57K
$640K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-1.48K- 9.03% |
$190K - $205K
|
14.9K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.53K- 0.19% |
$196K - $212K
|
813K
$114M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.62K- 3.58% |
$208K - $224K
|
43.7K
$6.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.69K- 31.91% |
$217K - $234K
|
3.61K
$506K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.75K- 5.05% |
$225K - $242K
|
32.9K
$4.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.76K- 59.01% |
$226K - $243K
|
1.22K
$171K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.87K- 12.84% |
$240K - $259K
|
12.7K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.95K- 8.72% |
$251K - $270K
|
20.5K
$2.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2K- 33.95% |
$256K - $276K
|
3.88K
$544K
|
|