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

Summit Financial Strategies, Inc.

  • $749 Million
  • Q2 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Msci Acwi Ex Us ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 6,198 shares of ACWX stock, worth $348,079. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,198
Previous 6,198 -0.0%
Holding current value
$348,079
Previous $330,000 0.3%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023
SELL
$47.82 - $50.2 $14,441 - $15,160
-302 Reduced 4.65%
6,198 $305,000
Q1 2023

Apr 21, 2023
SELL
$45.79 - $50.03 $14,881 - $16,259
-325 Reduced 4.76%
6,500 $317,000
Q1 2022

May 04, 2022
BUY
$48.26 - $56.7 $7,045 - $8,278
146 Added 2.19%
6,825 $357,000
Q4 2021

Feb 03, 2022
BUY
$53.94 - $57.92 $91,158 - $97,884
1,690 Added 33.87%
6,679 $371,000
Q2 2021

Aug 11, 2021
BUY
$55.79 - $59.14 $278,336 - $295,049
4,989 New
4,989 $287,000

Others Institutions Holding ACWX

# of Institutions
487
Shares Held
65.7M
Call Options Held
800
Put Options Held
95.9K
View Full List

About ISHARES MSCI ACWI EX US ETF

ACWX Quotes by TradingView
  • Ticker ACWX
  • Sector ETFs
  • Industry ETFs
More about ACWX
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