Congress Wealth Management LLC Ishares Msci Acwi ETF Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

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 36,486 shares of ACWI stock, worth $4.39 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
36,486
Previous 36,134 0.97%
Holding current value
$4.39 Million
Previous $4.06 Million 7.39%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 12, 2024
BUY
$107.24 - $119.84 $37,748 - $42,183
352 Added 0.97%
36,486 $4.36 Million
Q2 2024

Aug 13, 2024
SELL
$104.54 - $112.83 $42,652 - $46,034
-408 Reduced 1.12%
36,134 $4.06 Million
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
$77.52 - $89.8 $260,699 - $301,997
3,363 Added 8.54%
42,763 $3.63 Million
Q3 2022

Nov 08, 2022
BUY
$77.83 - $92.7 $655,095 - $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

# of Institutions
737
Shares Held
87.8M
Call Options Held
3.53M
Put Options Held
1.88M
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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