Summit Wealth Partners, LLC Ishares Msci Acwi ETF Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,735 shares of ACWI stock, worth $695,024. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,735
Previous 5,735 -0.0%
Holding current value
$695,024
Previous $686 Million 1.71%
% of portfolio
0.14%
Previous 0.13%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$107.24 - $119.84 $66,703 - $74,540
622 Added 12.17%
5,735 $686 Million
Q2 2023

Sep 11, 2024
SELL
$90.5 - $96.36 $14,480 - $15,417
-160 Reduced 3.03%
5,113 $491 Million
Q1 2023

Sep 11, 2024
SELL
$84.9 - $92.93 $73,014 - $79,919
-860 Reduced 14.02%
5,273 $481 Million
Q4 2022

Sep 11, 2024
SELL
$77.52 - $89.8 $78,837 - $91,326
-1,017 Reduced 14.22%
6,133 $521 Million
Q2 2022

Sep 11, 2024
BUY
$81.93 - $101.4 $81 - $101
1 Added 0.01%
7,150 $600 Million
Q1 2022

Sep 11, 2024
BUY
$92.11 - $106.34 $223,458 - $257,980
2,426 Added 51.37%
7,149 $713 Million
Q4 2021

Sep 10, 2024
SELL
$99.52 - $107.23 $9,752 - $10,508
-98 Reduced 2.03%
4,723 $500 Million
Q3 2021

Sep 10, 2024
BUY
$99.44 - $105.29 $11,932 - $12,634
120 Added 2.55%
4,821 $482 Million
Q2 2021

Sep 10, 2024
BUY
$96.39 - $101.59 $113,740 - $119,876
1,180 Added 33.51%
4,701 $476 Million
Q1 2021

Sep 10, 2024
BUY
$90.22 - $96.52 $9,022 - $9,652
100 Added 2.92%
3,521 $335 Million
Q4 2020

Sep 10, 2024
SELL
$78.14 - $90.72 $2,344 - $2,721
-30 Reduced 0.87%
3,421 $310 Million
Q3 2020

Sep 10, 2024
SELL
$74.27 - $84.01 $14,556 - $16,465
-196 Reduced 5.37%
3,451 $276 Million
Q2 2020

Sep 10, 2024
BUY
$59.7 - $77.34 $217,725 - $282,058
3,647 New
3,647 $269 Million

Others Institutions Holding ACWI

# of Institutions
756
Shares Held
77M
Call Options Held
1.75M
Put Options Held
1.84M
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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