Oak Family Advisors, LLC Ishares Msci Acwi ETF Transaction History

Oak Family Advisors, LLC

$370 Million
Q3 2025

A detailed history of Oak Family Advisors, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Oak Family Advisors, LLC holds 40,620 shares of ACWI stock, worth $5.61 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

40,620

Previous 45,319 10.37%

Holding current value

$5.61 Million

Previous $5.83 Million 3.65%

% of portfolio

1.52%

Previous 1.97%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$128.32 - $138.41 $602,975 - $650,388	-4,699 Reduced 10.37%	40,620 $5.62 Million
Q2 2025 Jul 17, 2025	BUY	$103.59 - $128.6 $4.29 Million - $5.33 Million	41,429 Added 1065.01%	45,319 $5.83 Million
Q1 2025 Apr 15, 2025	SELL	$115.16 - $124.13 $955,828 - $1.03 Million	-8,300 Reduced 68.09%	3,890 $452,000
Q4 2024 Jan 24, 2025	BUY	$117.05 - $123.03 $1.09 Million - $1.15 Million	9,317 Added 324.3%	12,190 $1.43 Million
Q3 2024 Oct 17, 2024	BUY	$107.24 - $119.84 $4,825 - $5,392	45 Added 1.59%	2,873 $343,000
Q2 2024 Jul 23, 2024	BUY	$104.54 - $112.83 $295,639 - $319,083	2,828 New	2,828 $317,000

Others Institutions Holding ACWI

# of Institutions

847

Shares Held

73.5M

Call Options Held

254K

Put Options Held

1.33M

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

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Oak Family Advisors, LLC Ishares Msci Acwi ETF Transaction History