Naviter Wealth, LLC Ishares Msci Acwi ETF Transaction History

Naviter Wealth, LLC

  • $795 Million
  • Q2 2025

A detailed history of Naviter Wealth, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 276,103 shares of ACWI stock, worth $36.4 Million. This represents 4.47% of its overall portfolio holdings.

Number of Shares
276,103
Previous 154,541 78.66%
Holding current value
$36.4 Million
Previous $18 Million 97.4%
% of portfolio
4.47%
Previous 2.22%

Shares

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

Jul 28, 2025
BUY
$103.59 - $128.6 $12.6 Million - $15.6 Million
121,562 Added 78.66%
276,103 $35.5 Million
Q1 2025

Apr 25, 2025
SELL
$115.16 - $124.13 $463,288 - $499,374
-4,023 Reduced 2.54%
154,541 $18 Million
Q4 2024

Feb 07, 2025
BUY
$117.05 - $123.03 $12.2 Million - $12.8 Million
103,962 Added 190.4%
158,564 $18.6 Million
Q3 2024

Oct 16, 2024
SELL
$107.24 - $119.84 $731,055 - $816,949
-6,817 Reduced 11.1%
54,602 $6.53 Million
Q2 2024

Aug 01, 2024
SELL
$104.54 - $112.83 $866,427 - $935,135
-8,288 Reduced 11.89%
61,419 $6.9 Million
Q1 2024

Apr 18, 2024
SELL
$99.79 - $110.15 $8.73 Million - $9.63 Million
-87,447 Reduced 55.64%
69,707 $7.68 Million
Q4 2023

Feb 05, 2024
BUY
$88.59 - $102.15 $11.5 Million - $13.3 Million
130,257 Added 484.28%
157,154 $16 Million
Q3 2023

Nov 14, 2023
SELL
$92.02 - $99.39 $51,255 - $55,360
-557 Reduced 2.03%
26,897 $2.48 Million
Q2 2023

Jul 20, 2023
BUY
$90.5 - $96.36 $366,434 - $390,161
4,049 Added 17.3%
27,454 $2.63 Million
Q1 2023

Apr 12, 2023
SELL
$84.9 - $92.93 $5.89 Million - $6.45 Million
-69,420 Reduced 74.79%
23,405 $2.13 Million
Q4 2022

Jan 31, 2023
BUY
$77.52 - $89.8 $6.64 Million - $7.69 Million
85,654 Added 1194.45%
92,825 $7.88 Million
Q3 2022

Oct 27, 2022
BUY
$77.83 - $92.7 $558,118 - $664,751
7,171 New
7,171 $558,000

Others Institutions Holding ACWI

# of Institutions
783
Shares Held
74.9M
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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