Wealthspire Advisors, LLC Ishares Msci Acwi ETF Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 65,321 shares of ACWI stock, worth $8.06 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

65,321

Previous 65,321 -0.0%

Holding current value

$8.06 Million

Previous $7.68 Million 0.95%

% of portfolio

0.05%

Previous 0.08%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$117.05 - $123.03 $25,985 - $27,312	222 Added 0.34%	65,321 $7.68 Million
Q3 2024 Nov 13, 2024	BUY	$107.24 - $119.84 $9,973 - $11,145	93 Added 0.14%	65,099 $7.78 Million
Q2 2024 Aug 08, 2024	BUY	$104.54 - $112.83 $627 - $676	6 Added 0.01%	65,006 $7.31 Million
Q1 2024 May 06, 2024	SELL	$99.79 - $110.15 $4,191 - $4,626	-42 Reduced 0.06%	65,000 $7.16 Million
Q4 2023 Feb 06, 2024	BUY	$88.59 - $102.15 $88 - $102	1 Added 0.0%	65,042 $6.62 Million
Q3 2023 Nov 06, 2023	BUY	$92.02 - $99.39 $3,864 - $4,174	42 Added 0.06%	65,041 $6.01 Million
Q2 2023 Jul 31, 2023	BUY	$90.5 - $96.36 $90 - $96	1 Added 0.0%	64,999 $6.24 Million
Q1 2023 May 09, 2023	SELL	$84.9 - $92.93 $107,483 - $117,649	-1,266 Reduced 1.91%	64,998 $5.93 Million
Q4 2022 Feb 13, 2023	BUY	$77.52 - $89.8 $110,233 - $127,695	1,422 Added 2.19%	66,264 $5.62 Million
Q2 2022 Aug 09, 2022	SELL	$81.93 - $101.4 $520,583 - $644,295	-6,354 Reduced 8.92%	64,842 $5.44 Million
Q1 2022 May 09, 2022	SELL	$92.11 - $106.34 $4,513 - $5,210	-49 Reduced 0.07%	71,196 $7.1 Million
Q3 2021 Nov 15, 2021	SELL	$99.44 - $105.29 $7,458 - $7,896	-75 Reduced 0.11%	71,245 $7.12 Million
Q2 2021 Aug 13, 2021	SELL	$96.39 - $101.59 $2.4 Million - $2.53 Million	-24,870 Reduced 25.86%	71,320 $7.22 Million
Q1 2021 May 17, 2021	SELL	$90.22 - $96.52 $95,723 - $102,407	-1,061 Reduced 1.09%	96,190 $9.15 Million
Q4 2020 Feb 16, 2021	BUY	$78.14 - $90.72 $127,602 - $148,145	1,633 Added 1.71%	97,251 $8.82 Million
Q3 2020 Nov 16, 2020	BUY	$74.27 - $84.01 $6.28 Million - $7.11 Million	84,587 Added 766.81%	95,618 $7.64 Million
Q2 2020 Aug 14, 2020	BUY	$59.7 - $77.34 $658,550 - $853,137	11,031 New	11,031 $813,000
Q1 2019 May 08, 2019	SELL	$63.05 - $72.85 $8,007 - $9,251	-127 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$61.18 - $74.47 $7,769 - $9,457	127 New	127 $8,000

Others Institutions Holding ACWI

# of Institutions

770

Shares Held

76M

Call Options Held

248K

Put Options Held

388K

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Ishares Msci Acwi ETF Transaction History