Summit Wealth Partners, LLC Ishares Msci Acwi Ex Us ETF Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Sep 11, 2024	SELL	$51.16 - $55.11 $268,692 - $289,437	-5,252 Closed	0 $0
Q1 2024 Sep 11, 2024	SELL	$48.96 - $53.42 $44,308 - $48,345	-905 Reduced 14.7%	5,252 $280 Million
Q4 2023 Sep 11, 2024	SELL	$44.98 - $51.04 $6,791 - $7,707	-151 Reduced 2.39%	6,157 $314 Million
Q3 2023 Sep 11, 2024	BUY	$46.8 - $51.15 $3,977 - $4,347	85 Added 1.37%	6,308 $297 Million
Q2 2023 Sep 11, 2024	SELL	$47.82 - $50.2 $42,464 - $44,577	-888 Reduced 12.49%	6,223 $306 Million
Q1 2023 Sep 11, 2024	SELL	$45.79 - $50.03 $148,817 - $162,597	-3,250 Reduced 31.37%	7,111 $347 Million
Q4 2022 Sep 11, 2024	SELL	$39.69 - $47.23 $29,291 - $34,855	-738 Reduced 6.65%	10,361 $471 Million
Q3 2022 Sep 11, 2024	SELL	$39.97 - $47.36 $30,137 - $35,709	-754 Reduced 6.36%	11,099 $444 Million
Q2 2022 Sep 11, 2024	BUY	$44.36 - $53.2 $525,799 - $630,579	11,853 New	11,853 $533 Million

Others Institutions Holding ACWX

# of Institutions

487

Shares Held

65.2M

Call Options Held

800

Put Options Held

95.9K

About ISHARES MSCI ACWI EX US ETF

Ticker ACWX
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