Acorn Wealth Advisors, LLC Ishares Msci Global Min Vol Fa Transaction History

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 1,926 shares of ACWV stock, worth $221,528. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,926
Previous 1,911 0.78%
Holding current value
$221,528
Previous $218,000 3.67%
% of portfolio
0.09%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$108.6 - $115.42 $1,629 - $1,731
15 Added 0.78%
1,926 $210,000
Q3 2024

Nov 13, 2024
BUY
$104.5 - $114.97 $199,699 - $219,707
1,911 New
1,911 $218,000
Q1 2022

May 03, 2022
SELL
$99.35 - $107.85 $209,131 - $227,024
-2,105 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$102.29 - $108.28 $23,731 - $25,120
-232 Reduced 9.93%
2,105 $228,000
Q2 2021

Aug 16, 2021
BUY
$99.22 - $104.02 $2,083 - $2,184
21 Added 0.91%
2,337 $240,000
Q4 2020

Feb 16, 2021
BUY
$89.46 - $96.91 $1,699 - $1,841
19 Added 0.83%
2,316 $224,000
Q3 2020

Nov 04, 2020
SELL
$87.94 - $94.21 $10,113 - $10,834
-115 Reduced 4.77%
2,297 $211,000
Q2 2020

Aug 19, 2020
BUY
$77.94 - $91.58 $187,991 - $220,890
2,412 New
2,412 $211,000
Q1 2020

May 13, 2020
SELL
$70.74 - $99.38 $165,531 - $232,549
-2,340 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$93.18 - $96.04 $3,168 - $3,265
34 Added 1.47%
2,340 $224,000
Q2 2019

Aug 14, 2019
BUY
N/A
2,306 New
2,306 $214,000
Q3 2018

Nov 13, 2018
SELL
N/A
-165 Closed
0 $0
Q1 2018

May 14, 2018
SELL
N/A
-325 Reduced 66.33%
165 $14,000
Q4 2017

Feb 14, 2018
BUY
N/A
490
490 $42,000

Others Institutions Holding ACWV

# of Institutions
342
Shares Held
20.5M
Call Options Held
300
Put Options Held
0
View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

ACWV Quotes by TradingView
  • Ticker ACWV
  • Sector ETFs
  • Industry ETFs
More about ACWV
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email