Summit Wealth Partners, LLC Ishares Msci Global Min Vol Fa Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,725 shares of ACWV stock, worth $431,690. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,725

Previous 4,994 25.41%

Holding current value

$431,690

Previous $572 Million 28.89%

% of portfolio

0.08%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$108.6 - $115.42 $137,813 - $146,467	-1,269 Reduced 25.41%	3,725 $407 Million
Q3 2024 Oct 28, 2024	BUY	$104.5 - $114.97 $21,004 - $23,108	201 Added 4.19%	4,994 $572 Million
Q2 2024 Sep 11, 2024	BUY	$100.94 - $106.2 $3,532 - $3,717	35 Added 0.74%	4,793 $502 Million
Q4 2023 Sep 11, 2024	BUY	$93.0 - $101.11 $5,580 - $6,066	60 Added 1.28%	4,758 $478 Million
Q3 2023 Sep 11, 2024	SELL	$95.42 - $100.13 $27,671 - $29,037	-290 Reduced 5.81%	4,698 $448 Million
Q2 2023 Sep 11, 2024	BUY	$96.17 - $100.07 $3,365 - $3,502	35 Added 0.71%	4,988 $489 Million
Q1 2023 Sep 11, 2024	SELL	$92.42 - $97.48 $18,576 - $19,593	-201 Reduced 3.9%	4,953 $479 Million
Q4 2022 Sep 11, 2024	BUY	$87.85 - $98.82 $21,786 - $24,507	248 Added 5.06%	5,154 $490 Million
Q2 2022 Sep 11, 2024	SELL	$90.98 - $107.0 $35,027 - $41,195	-385 Reduced 7.28%	4,906 $464 Million
Q1 2022 Sep 11, 2024	BUY	$99.35 - $107.85 $41,727 - $45,297	420 Added 8.62%	5,291 $555 Million
Q4 2021 Sep 10, 2024	BUY	$102.29 - $108.28 $4,091 - $4,331	40 Added 0.83%	4,871 $527 Million
Q2 2021 Sep 10, 2024	BUY	$99.22 - $104.02 $3,373 - $3,536	34 Added 0.71%	4,831 $497 Million
Q4 2020 Sep 10, 2024	BUY	$89.46 - $96.91 $2,683 - $2,907	30 Added 0.63%	4,797 $465 Million
Q2 2020 Sep 10, 2024	BUY	$77.94 - $91.58 $6,780 - $7,967	87 Added 1.86%	4,767 $418 Million
Q4 2019 Sep 09, 2024	BUY	$93.18 - $96.04 $436,082 - $449,467	4,680 New	4,680 $448 Million

Others Institutions Holding ACWV

# of Institutions

342

Shares Held

20.5M

Call Options Held

300

Put Options Held

View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

Ticker ACWV
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Summit Wealth Partners, LLC Ishares Msci Global Min Vol Fa Transaction History