A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 36,542 shares of ACWI stock, worth $4.19 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
36,542
Previous 37,455 2.44%
Holding current value
$4.19 Million
Previous $3.81 Million 5.59%
% of portfolio
0.07%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$99.79 - $110.15 $91,108 - $100,566
-913 Reduced 2.44%
36,542 $4.02 Million
Q4 2023

Feb 09, 2024

SELL
$88.59 - $102.15 $282,956 - $326,267
-3,194 Reduced 7.86%
37,455 $3.81 Million
Q3 2023

Oct 30, 2023

BUY
$92.02 - $99.39 $39,384 - $42,538
428 Added 1.06%
40,649 $3.75 Million
Q2 2023

Jul 13, 2023

SELL
$90.5 - $96.36 $6,878 - $7,323
-76 Reduced 0.19%
40,221 $3.86 Million
Q1 2023

Apr 14, 2023

SELL
$84.9 - $92.93 $209,363 - $229,165
-2,466 Reduced 5.77%
40,297 $3.67 Million
Q4 2022

Feb 02, 2023

BUY
$80.75 - $89.8 $271,562 - $301,997
3,363 Added 8.54%
42,763 $3.63 Million
Q3 2022

Nov 08, 2022

BUY
$79.81 - $92.7 $671,760 - $780,255
8,417 Added 27.17%
39,400 $3.07 Million
Q2 2022

Aug 11, 2022

SELL
$81.93 - $101.4 $167,137 - $206,856
-2,040 Reduced 6.18%
30,983 $2.6 Million
Q1 2022

May 16, 2022

SELL
$92.11 - $106.34 $454,839 - $525,106
-4,938 Reduced 13.01%
33,023 $3.3 Million
Q4 2021

Feb 04, 2022

BUY
$99.52 - $107.23 $3.78 Million - $4.07 Million
37,961 New
37,961 $4.02 Million

Others Institutions Holding ACWI

About ISHARES MSCI ACWI ETF


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