Roth Financial Partners LLC Ishares Msci Acwi ETF Transaction History

Roth Financial Partners LLC

$251 Million
Q4 2024

A detailed history of Roth Financial Partners LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Roth Financial Partners LLC holds 16,038 shares of ACWI stock, worth $1.94 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

16,038

Previous 16,108 0.43%

Holding current value

$1.94 Million

Previous $1.93 Million 2.13%

% of portfolio

0.75%

Previous 0.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$117.05 - $123.03 $8,193 - $8,612	-70 Reduced 0.43%	16,038 $1.88 Million
Q3 2024 Jan 14, 2025	BUY	$107.24 - $119.84 $7,506 - $8,388	70 Added 0.44%	16,108 $1.93 Million
Q4 2023 Jan 31, 2024	SELL	$88.59 - $102.15 $189,582 - $218,601	-2,140 Reduced 11.73%	16,108 $1.64 Million
Q3 2023 Oct 10, 2023	SELL	$92.02 - $99.39 $4,877 - $5,267	-53 Reduced 0.29%	18,248 $1.69 Million
Q1 2023 Apr 05, 2023	SELL	$84.9 - $92.93 $78,702 - $86,146	-927 Reduced 4.82%	18,301 $1.67 Million
Q4 2021 Jan 18, 2022	SELL	$99.52 - $107.23 $7,165 - $7,720	-72 Reduced 0.37%	19,228 $2.03 Million
Q1 2021 Apr 16, 2021	SELL	$90.22 - $96.52 $91,031 - $97,388	-1,009 Reduced 4.97%	19,300 $1.84 Million
Q4 2020 Jan 27, 2021	BUY	$78.14 - $90.72 $1.59 Million - $1.84 Million	20,309 New	20,309 $1.84 Million

Others Institutions Holding ACWI

# of Institutions

754

Shares Held

76.8M

Call Options Held

1.75M

Put Options Held

1.84M

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

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Roth Financial Partners LLC Ishares Msci Acwi ETF Transaction History