O'Brien Wealth Partners LLC Ishares Msci Acwi ETF Transaction History

O'Brien Wealth Partners LLC

$527 Million
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$90.5 - $96.36 $13,756 - $14,646	152 Added 6.62%	2,447 $234,000
Q1 2023 May 08, 2023	SELL	$84.9 - $92.93 $20,885 - $22,860	-246 Reduced 9.68%	2,295 $209,000
Q4 2022 Feb 10, 2023	SELL	$77.52 - $89.8 $229,924 - $266,346	-2,966 Reduced 53.86%	2,541 $215,000
Q2 2022 Jul 22, 2022	SELL	$81.93 - $101.4 $124,943 - $154,635	-1,525 Reduced 21.69%	5,507 $462,000
Q1 2022 May 10, 2022	SELL	$92.11 - $106.34 $174,456 - $201,407	-1,894 Reduced 21.22%	7,032 $617,000
Q4 2021 Feb 09, 2022	SELL	$99.52 - $107.23 $612,645 - $660,107	-6,156 Reduced 40.82%	8,926 $906,000
Q3 2021 Oct 07, 2021	SELL	$99.44 - $105.29 $8.72 Million - $9.23 Million	-87,650 Reduced 85.32%	15,082 $1.51 Million
Q2 2021 Jul 12, 2021	SELL	$96.39 - $101.59 $30.9 Million - $32.5 Million	-320,201 Reduced 75.71%	102,732 $10.5 Million
Q1 2021 Apr 13, 2021	SELL	$90.22 - $96.52 $115,932 - $124,028	-1,285 Reduced 0.3%	422,933 $41.4 Million
Q4 2020 Jan 11, 2021	BUY	$78.14 - $90.72 $445,163 - $516,831	5,697 Added 1.36%	424,218 $39.6 Million
Q3 2020 Oct 09, 2020	BUY	$74.27 - $84.01 $562,966 - $636,795	7,580 Added 1.84%	418,521 $34.4 Million
Q2 2020 Jul 10, 2020	BUY	$59.7 - $77.34 $13.7 Million - $17.7 Million	229,493 Added 126.48%	410,941 $31.2 Million
Q1 2020 Apr 03, 2020	BUY	$54.33 - $81.73 $9.86 Million - $14.8 Million	181,448 New	181,448 $11.1 Million

Others Institutions Holding ACWI

# of Institutions

756

Shares Held

77M

Call Options Held

1.75M

Put Options Held

1.84M

About ISHARES MSCI ACWI ETF

Ticker ACWI
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