Integrated Wealth Concepts LLC Ishares Msci Acwi ETF Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 3,751 shares of ACWI stock, worth $524,802. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,751
Previous 2,966 26.47%
Holding current value
$524,802
Previous $345,000 39.71%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$103.59 - $128.6 $81,318 - $100,951
785 Added 26.47%
3,751 $482,000
Q1 2025

May 15, 2025
SELL
$115.16 - $124.13 $10,825 - $11,668
-94 Reduced 3.07%
2,966 $345,000
Q4 2024

Feb 14, 2025
BUY
$117.05 - $123.03 $24,229 - $25,467
207 Added 7.26%
3,060 $359,000
Q4 2023

Feb 13, 2024
BUY
$88.59 - $102.15 $354 - $408
4 Added 0.14%
2,853 $290,000
Q3 2023

Nov 15, 2023
BUY
$92.02 - $99.39 $276 - $298
3 Added 0.11%
2,849 $263,000
Q2 2023

Aug 15, 2023
BUY
$90.5 - $96.36 $257,563 - $274,240
2,846 New
2,846 $273,000

Others Institutions Holding ACWI

# of Institutions
850
Shares Held
74.6M
Call Options Held
254K
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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