Capasso Planning Partners LLC Ishares Msci Acwi ETF Transaction History

Capasso Planning Partners LLC

  • $158 Million
  • Q3 2025

A detailed history of Capasso Planning Partners LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Capasso Planning Partners LLC holds 2,313 shares of ACWI stock, worth $324,005. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,313
Previous 7,810 70.38%
Holding current value
$324,005
Previous $1 Million 68.23%
% of portfolio
0.2%
Previous 0.59%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$128.32 - $138.41 $705,375 - $760,839
-5,497 Reduced 70.38%
2,313 $319,000
Q2 2025

Aug 06, 2025
BUY
$103.59 - $128.6 $162,429 - $201,644
1,568 Added 25.12%
7,810 $1 Million
Q1 2025

Apr 23, 2025
BUY
$115.16 - $124.13 $71,168 - $76,712
618 Added 10.99%
6,242 $726,000
Q4 2024

Feb 07, 2025
BUY
$117.05 - $123.03 $122,668 - $128,935
1,048 Added 22.9%
5,624 $660,000
Q3 2024

Dec 02, 2024
BUY
$107.24 - $119.84 $26,917 - $30,079
251 Added 5.8%
4,576 $547,000
Q2 2024

Dec 02, 2024
BUY
$104.54 - $112.83 $59,587 - $64,313
570 Added 15.18%
4,325 $486,000
Q1 2024

Apr 23, 2024
BUY
$99.79 - $110.15 $44,705 - $49,347
448 Added 13.55%
3,755 $413,000
Q4 2023

Jan 26, 2024
BUY
$88.59 - $102.15 $20,641 - $23,800
233 Added 7.58%
3,307 $336,000
Q3 2023

Oct 25, 2023
SELL
$92.02 - $99.39 $25,489 - $27,531
-277 Reduced 8.27%
3,074 $283,000
Q2 2023

Aug 10, 2023
BUY
$90.5 - $96.36 $13,484 - $14,357
149 Added 4.65%
3,351 $321,000
Q1 2023

May 01, 2023
BUY
$84.9 - $92.93 $32,601 - $35,685
384 Added 13.63%
3,202 $291,000
Q4 2022

Jan 20, 2023
BUY
$77.52 - $89.8 $218,451 - $253,056
2,818 New
2,818 $0

Others Institutions Holding ACWI

# of Institutions
860
Shares Held
72.1M
Call Options Held
179K
Put Options Held
257K
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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