Modern Wealth Management, LLC Ishares Msci Acwi ETF Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,368 shares of ACWI stock, worth $292,353. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,368
Previous 2,328 1.72%
Holding current value
$292,353
Previous $285 Million 3.21%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$115.16 - $124.13 $4,606 - $4,965
40 Added 1.72%
2,368 $276 Million
Q4 2024

May 29, 2025
SELL
$117.05 - $123.03 $4,564 - $4,798
-39 Reduced 1.65%
2,329 $273,000
Q4 2024

Feb 11, 2025
SELL
$117.05 - $123.03 $11,002 - $11,564
-94 Reduced 3.88%
2,328 $285 Million
Q3 2024

May 30, 2025
BUY
$107.24 - $119.84 $5,790 - $6,471
54 Added 2.28%
2,422 $289,000
Q3 2024

May 29, 2025
BUY
$107.24 - $119.84 $5,790 - $6,471
54 Added 2.28%
2,422 $289,000
Q3 2024

Nov 05, 2024
SELL
$107.24 - $119.84 $857 - $958
-8 Reduced 0.33%
2,422 $290 Million
Q2 2024

May 29, 2025
BUY
$104.54 - $112.83 $6,481 - $6,995
62 Added 2.62%
2,430 $273,000
Q2 2024

Aug 07, 2024
SELL
$104.54 - $112.83 $6,272 - $6,769
-60 Reduced 2.41%
2,430 $273 Million
Q1 2024

May 28, 2025
BUY
$99.79 - $110.15 $22,452 - $24,783
225 Added 9.5%
2,593 $286 Million
Q1 2024

May 13, 2024
BUY
$99.79 - $110.15 $8,881 - $9,803
89 Added 3.71%
2,490 $274 Million
Q4 2023

May 28, 2025
BUY
$88.59 - $102.15 $2,923 - $3,370
33 Added 1.39%
2,401 $244 Million
Q4 2023

Feb 14, 2024
BUY
$88.59 - $102.15 $212,704 - $245,262
2,401 New
2,401 $244 Million

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
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