Amplius Wealth Advisors, LLC Ishares Msci Acwi ETF Transaction History

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 106,425 shares of ACWI stock, worth $14.7 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
106,425
Previous 70,437 51.09%
Holding current value
$14.7 Million
Previous $8.19 Million 67.17%
% of portfolio
1.39%
Previous 0.93%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$103.59 - $128.6 $3.73 Million - $4.63 Million
35,988 Added 51.09%
106,425 $13.7 Million
Q1 2025

Apr 10, 2025
SELL
$115.16 - $124.13 $42,494 - $45,803
-369 Reduced 0.52%
70,437 $8.19 Million
Q4 2024

Jan 16, 2025
BUY
$117.05 - $123.03 $767,613 - $806,830
6,558 Added 10.21%
70,806 $8.32 Million
Q3 2024

Oct 16, 2024
SELL
$107.24 - $119.84 $185,846 - $207,682
-1,733 Reduced 2.63%
64,248 $7.68 Million
Q2 2024

Jul 22, 2024
SELL
$104.54 - $112.83 $171,654 - $185,266
-1,642 Reduced 2.43%
65,981 $7.42 Million
Q1 2024

Apr 16, 2024
SELL
$99.79 - $110.15 $1.11 Million - $1.22 Million
-11,090 Reduced 14.09%
67,623 $7.45 Million
Q4 2023

Jan 10, 2024
SELL
$88.59 - $102.15 $68,480 - $78,961
-773 Reduced 0.97%
78,713 $8.01 Million
Q3 2023

Oct 17, 2023
SELL
$92.02 - $99.39 $49,046 - $52,974
-533 Reduced 0.67%
79,486 $7.34 Million
Q2 2023

Jul 26, 2023
SELL
$90.5 - $96.36 $1.45 Million - $1.54 Million
-15,976 Reduced 16.64%
80,019 $7.68 Million
Q1 2023

Apr 25, 2023
SELL
$84.9 - $92.93 $938,824 - $1.03 Million
-11,058 Reduced 10.33%
95,995 $8.75 Million
Q4 2022

Jan 19, 2023
SELL
$77.52 - $89.8 $14.9 Million - $17.2 Million
-191,819 Reduced 64.18%
107,053 $0
Q3 2022

Nov 10, 2022
BUY
$77.83 - $92.7 $2.14 Million - $2.55 Million
27,486 Added 10.13%
298,872 $23.3 Million
Q2 2022

Jul 21, 2022
SELL
$81.93 - $101.4 $9.59 Million - $11.9 Million
-117,085 Reduced 30.14%
271,386 $22.8 Million
Q1 2022

May 09, 2022
SELL
$92.11 - $106.34 $11.5 Million - $13.3 Million
-125,362 Reduced 24.4%
388,471 $38.8 Million
Q4 2021

Jan 28, 2022
BUY
$99.52 - $107.23 $51.1 Million - $55.1 Million
513,833 New
513,833 $54.4 Million

Others Institutions Holding ACWI

# of Institutions
822
Shares Held
71.9M
Call Options Held
265K
Put Options Held
1.33M
View Full List

About ISHARES MSCI ACWI ETF

ACWI Quotes by TradingView
  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
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