A detailed history of Pds Planning, Inc transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Pds Planning, Inc holds 2,222 shares of ACWI stock, worth $263,418. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,222
Previous 2,222 -0.0%
Holding current value
$263,418
Previous $249,000 6.43%
% of portfolio
0.02%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024

BUY
$88.59 - $102.15 $1,151 - $1,327
13 Added 0.59%
2,222 $226,000
Q1 2023

May 01, 2023

BUY
$84.9 - $92.93 $187,544 - $205,282
2,209 New
2,209 $201,000
Q2 2022

Jul 15, 2022

SELL
$81.93 - $101.4 $180,983 - $223,992
-2,209 Closed
0 $0
Q2 2021

Jul 26, 2021

SELL
$96.39 - $101.59 $10,699 - $11,276
-111 Reduced 4.78%
2,209 $224,000
Q4 2020

Jan 21, 2021

BUY
$78.14 - $90.72 $181,284 - $210,470
2,320 New
2,320 $210,000
Q4 2019

Feb 07, 2020

SELL
$71.68 - $79.55 $199,342 - $221,228
-2,781 Closed
0 $0
Q1 2019

Apr 19, 2019

BUY
$63.05 - $72.85 $175,342 - $202,595
2,781 New
2,781 $201,000
Q4 2018

Feb 08, 2019

SELL
$61.18 - $74.47 $170,141 - $207,101
-2,781 Closed
0 $0
Q3 2018

Nov 02, 2018

BUY
$70.85 - $74.69 $197,033 - $207,712
2,781 New
2,781 $207,000
Q1 2018

May 03, 2018

SELL
$69.83 - $77.54 $229,950 - $255,339
-3,293 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
$68.9 - $72.63 $226,887 - $239,170
3,293
3,293 $237,000

Others Institutions Holding ACWI

About ISHARES MSCI ACWI ETF


  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
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