Plan Group Financial, LLC Ishares Msci Acwi ETF Transaction History

Plan Group Financial, LLC

  • $152 Million
  • Q1 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 73,441 shares of ACWI stock, worth $8.31 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares
73,441
Previous 64,954 13.07%
Holding current value
$8.31 Million
Previous $6.61 Million 22.36%
% of portfolio
5.33%
Previous 5.8%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$99.79 - $110.15 $846,917 - $934,843
8,487 Added 13.07%
73,441 $8.09 Million
Q4 2023

Jan 29, 2024
SELL
$88.59 - $102.15 $7.01 Million - $8.08 Million
-79,078 Reduced 54.9%
64,954 $6.61 Million
Q3 2023

Nov 13, 2023
BUY
$92.02 - $99.39 $8.46 Million - $9.14 Million
91,972 Added 176.67%
144,032 $13.3 Million
Q2 2023

Aug 10, 2023
BUY
$90.5 - $96.36 $4.71 Million - $5.02 Million
52,060 New
52,060 $4.99 Million

Others Institutions Holding ACWI

# of Institutions
698
Shares Held
97.8M
Call Options Held
4.42M
Put Options Held
2.2M
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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