Summit Financial Strategies, Inc. Ishares Msci Acwi ETF Transaction History

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 2,076 shares of ACWI stock, worth $259,188. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,076
Previous 2,077 0.05%
Holding current value
$259,188
Previous $244,000 1.23%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$115.16 - $124.13 $115 - $124
-1 Reduced 0.05%
2,076 $241,000
Q4 2024

Jan 22, 2025
BUY
$117.05 - $123.03 $117 - $123
1 Added 0.05%
2,077 $244,000
Q3 2024

Oct 16, 2024
SELL
$107.24 - $119.84 $24,665 - $27,563
-230 Reduced 9.97%
2,076 $248,000
Q2 2023

Jul 21, 2023
BUY
$90.5 - $96.36 $208,693 - $222,206
2,306 New
2,306 $221,000

Others Institutions Holding ACWI

# of Institutions
769
Shares Held
76M
Call Options Held
248K
Put Options Held
388K
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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