Wealth Plan Partners, LLC Ishares Msci Acwi ETF Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$90.5 - $96.36 $452 - $481	5 Added 0.98%	514 $49.3 Million
Q1 2023 May 10, 2023	BUY	$84.9 - $92.93 $43,214 - $47,301	509 New	509 $46.4 Million
Q1 2020 May 15, 2020	SELL	$54.33 - $81.73 $789,414 - $1.19 Million	-14,530 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$71.68 - $79.55 $458,967 - $509,358	-6,403 Reduced 30.59%	14,530 $1.19 Million
Q3 2019 Nov 15, 2019	BUY	$70.15 - $75.05 $828,471 - $886,340	11,810 Added 129.45%	20,933 $1.61 Million
Q2 2019 Aug 19, 2019	BUY	$70.09 - $74.72 $65,954 - $70,311	941 Added 11.5%	9,123 $659,000
Q1 2019 May 16, 2019	BUY	$63.05 - $72.85 $66,643 - $77,002	1,057 Added 14.84%	8,182 $589,000
Q4 2018 Feb 20, 2019	BUY	$61.18 - $74.47 $435,907 - $530,598	7,125 New	7,125 $502,000

Others Institutions Holding ACWI

# of Institutions

757

Shares Held

77M

Call Options Held

1.75M

Put Options Held

1.84M

About ISHARES MSCI ACWI ETF

Ticker ACWI
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