Independent Wealth Network Inc. Ishares Msci Acwi ETF Transaction History

Independent Wealth Network Inc.

$205 Million
Q1 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 40,521 shares of ACWI stock, worth $4.55 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

40,521

Previous 28,604 41.66%

Holding current value

$4.55 Million

Previous $3.15 Million 41.65%

% of portfolio

2.18%

Previous 8.61%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 20, 2024	BUY	$99.79 - $110.15 $1.19 Million - $1.31 Million	11,917 Added 41.66%	40,521 $4.46 Million
Q1 2024 Apr 11, 2024	SELL	$99.79 - $110.15 $1.23 Million - $1.36 Million	-12,306 Reduced 30.08%	28,604 $3.15 Million
Q4 2023 Jan 12, 2024	BUY	$88.59 - $102.15 $156,627 - $180,601	1,768 Added 4.52%	40,910 $4.16 Million
Q3 2023 Oct 11, 2023	BUY	$92.02 - $99.39 $294,279 - $317,849	3,198 Added 8.9%	39,142 $3.62 Million
Q2 2023 Jul 12, 2023	SELL	$90.5 - $96.36 $193,851 - $206,403	-2,142 Reduced 5.62%	35,944 $3.45 Million

Q1 2023 Apr 18, 2023	SELL	$84.9 - $92.93 $22,413 - $24,533	-264 Reduced 0.69%	38,086 $3.47 Million
Q4 2022 Jan 25, 2023	BUY	$80.75 - $89.8 $5,410 - $6,016	67 Added 0.18%	38,350 $0
Q3 2022 Oct 17, 2022	BUY	$79.81 - $92.7 $114,607 - $133,117	1,436 Added 3.9%	38,283 $2.98 Million
Q2 2022 Jul 26, 2022	BUY	$81.93 - $101.4 $77,587 - $96,025	947 Added 2.64%	36,847 $3.09 Million
Q1 2022 Apr 20, 2022	BUY	$92.11 - $106.34 $145,441 - $167,910	1,579 Added 4.6%	35,900 $3.58 Million
Q4 2021 Feb 10, 2022	BUY	$99.52 - $107.23 $75,336 - $81,173	757 Added 2.26%	34,321 $3.63 Million
Q3 2021 Nov 04, 2021	BUY	$99.44 - $105.29 $3.34 Million - $3.53 Million	33,564 New	33,564 $3.58 Million

Others Institutions Holding ACWI

# of Institutions

697

Shares Held

97.8M

Call Options Held

4.42M

Put Options Held

2.2M

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Ishares Msci Acwi ETF Transaction History