Shore Haven Wealth Partners, LLC Ishares Msci Acwi ETF Transaction History

Shore Haven Wealth Partners, LLC

$202 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$81.93 - $101.4 $4.2 Million - $5.2 Million	-51,290 Reduced 93.8%	3,393 $284,000
Q1 2022 May 13, 2022	SELL	$92.11 - $106.34 $5.41 Million - $6.24 Million	-58,710 Reduced 51.78%	54,683 $5.46 Million
Q4 2021 Jan 21, 2022	BUY	$99.52 - $107.23 $149,976 - $161,595	1,507 Added 1.35%	113,393 $12 Million
Q3 2021 Oct 28, 2021	BUY	$99.44 - $105.29 $124,797 - $132,138	1,255 Added 1.13%	111,886 $11.2 Million
Q2 2021 Aug 16, 2021	BUY	$96.39 - $101.59 $303,628 - $320,008	3,150 Added 2.93%	110,631 $11.2 Million
Q1 2021 May 13, 2021	BUY	$90.22 - $96.52 $85,979 - $91,983	953 Added 0.89%	107,481 $10.2 Million
Q4 2020 Feb 10, 2021	BUY	$78.14 - $90.72 $8.32 Million - $9.66 Million	106,528 New	106,528 $9.66 Million

Others Institutions Holding ACWI

# of Institutions

737

Shares Held

77.6M

Call Options Held

1.75M

Put Options Held

1.84M

About ISHARES MSCI ACWI ETF

Ticker ACWI
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