Intergy Private Wealth, LLC Ishares Msci Acwi ETF Transaction History

Intergy Private Wealth, LLC

  • $260 Million
  • Q1 2025

A detailed history of Intergy Private Wealth, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 33,225 shares of ACWI stock, worth $4.15 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
33,225
Previous 33,225 -0.0%
Holding current value
$4.15 Million
Previous $3.9 Million 1.05%
% of portfolio
1.48%
Previous 1.47%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$117.05 - $123.03 $117 - $123
1 Added 0.0%
33,225 $3.9 Million
Q3 2024

Oct 17, 2024
SELL
$107.24 - $119.84 $55,014 - $61,477
-513 Reduced 1.52%
33,224 $3.97 Million
Q2 2024

Jul 15, 2024
SELL
$104.54 - $112.83 $8,154 - $8,800
-78 Reduced 0.23%
33,737 $3.79 Million
Q4 2023

Jan 11, 2024
BUY
$88.59 - $102.15 $174,788 - $201,541
1,973 Added 6.2%
33,815 $3.44 Million
Q2 2023

Aug 11, 2023
SELL
$90.5 - $96.36 $4,344 - $4,625
-48 Reduced 0.15%
31,842 $3.05 Million
Q1 2023

May 03, 2023
SELL
$84.9 - $92.93 $10,357 - $11,337
-122 Reduced 0.38%
31,890 $2.91 Million
Q4 2022

Jan 18, 2023
BUY
$77.52 - $89.8 $334,731 - $387,756
4,318 Added 15.59%
32,012 $0
Q3 2022

Oct 18, 2022
BUY
$77.83 - $92.7 $1.44 Million - $1.72 Million
18,557 Added 203.1%
27,694 $2.16 Million
Q2 2022

Jul 13, 2022
BUY
$81.93 - $101.4 $748,594 - $926,491
9,137 New
9,137 $767,000

Others Institutions Holding ACWI

# of Institutions
770
Shares Held
76M
Call Options Held
248K
Put Options Held
388K
View Full List

About ISHARES MSCI ACWI ETF

ACWI Quotes by TradingView
  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
Track This Portfolio

Track Intergy Private Wealth, LLC Portfolio

Follow Intergy Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email