Oak Family Advisors, LLC Ishares Msci Acwi ETF Transaction History

Oak Family Advisors, LLC

  • $296 Million
  • Q2 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 45,319 shares of ACWI stock, worth $5.82 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
45,319
Previous 3,890 1065.01%
Holding current value
$5.82 Million
Previous $452,000 1189.38%
% of portfolio
1.97%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
778
Shares Held
75.7M
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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