A detailed history of Summit Wealth Partners, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,735 shares of ACWI stock, worth $689,805. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,735
Previous 5,113 12.17%
Holding current value
$689,805
Previous $575 Million 19.3%
% of portfolio
0.13%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$107.24 - $119.84 $66,703 - $74,540
622 Added 12.17%
5,735 $686 Million
Q2 2023

Sep 11, 2024

SELL
$90.5 - $96.36 $14,480 - $15,417
-160 Reduced 3.03%
5,113 $491 Million
Q1 2023

Sep 11, 2024

SELL
$84.9 - $92.93 $73,014 - $79,919
-860 Reduced 14.02%
5,273 $481 Million
Q4 2022

Sep 11, 2024

SELL
$77.52 - $89.8 $78,837 - $91,326
-1,017 Reduced 14.22%
6,133 $521 Million
Q2 2022

Sep 11, 2024

BUY
$81.93 - $101.4 $81 - $101
1 Added 0.01%
7,150 $600 Million
Q1 2022

Sep 11, 2024

BUY
$92.11 - $106.34 $223,458 - $257,980
2,426 Added 51.37%
7,149 $713 Million
Q4 2021

Sep 10, 2024

SELL
$99.52 - $107.23 $9,752 - $10,508
-98 Reduced 2.03%
4,723 $500 Million
Q3 2021

Sep 10, 2024

BUY
$99.44 - $105.29 $11,932 - $12,634
120 Added 2.55%
4,821 $482 Million
Q2 2021

Sep 10, 2024

BUY
$96.39 - $101.59 $113,740 - $119,876
1,180 Added 33.51%
4,701 $476 Million
Q1 2021

Sep 10, 2024

BUY
$90.22 - $96.52 $9,022 - $9,652
100 Added 2.92%
3,521 $335 Million
Q4 2020

Sep 10, 2024

SELL
$78.14 - $90.72 $2,344 - $2,721
-30 Reduced 0.87%
3,421 $310 Million
Q3 2020

Sep 10, 2024

SELL
$74.27 - $84.01 $14,556 - $16,465
-196 Reduced 5.37%
3,451 $276 Million
Q2 2020

Sep 10, 2024

BUY
$59.7 - $77.34 $217,725 - $282,058
3,647 New
3,647 $269 Million

Others Institutions Holding ACWI

About ISHARES MSCI ACWI ETF


  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
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