Schwarz Dygos Wheeler Investment Advisors LLC Ishares Msci Acwi ETF Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $428 Million
  • Q2 2025

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 1,716 shares of ACWI stock, worth $232,878. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,716
Previous 1,842 6.84%
Holding current value
$232,878
Previous $214,000 2.8%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$103.59 - $128.6 $13,052 - $16,203
-126 Reduced 6.84%
1,716 $220,000
Q1 2025

May 02, 2025
SELL
$115.16 - $124.13 $3,224 - $3,475
-28 Reduced 1.5%
1,842 $214,000
Q4 2024

Feb 07, 2025
SELL
$117.05 - $123.03 $16,035 - $16,855
-137 Reduced 6.83%
1,870 $219,000
Q2 2024

Aug 02, 2024
BUY
$104.54 - $112.83 $3,136 - $3,384
30 Added 1.52%
2,007 $225,000
Q1 2024

May 03, 2024
BUY
$99.79 - $110.15 $197,284 - $217,766
1,977 New
1,977 $217,000

Others Institutions Holding ACWI

# of Institutions
819
Shares Held
71.9M
Call Options Held
265K
Put Options Held
1.33M
View Full List

About ISHARES MSCI ACWI ETF

ACWI Quotes by TradingView
  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
Track This Portfolio

Track Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email