Financial Advocates Investment Management Ishares Msci Acwi ETF Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 14,081 shares of ACWI stock, worth $1.71 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,081

Previous 15,399 8.56%

Holding current value

$1.71 Million

Previous $1.84 Million 10.11%

% of portfolio

0.1%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$117.05 - $123.03 $154,271 - $162,153	-1,318 Reduced 8.56%	14,081 $1.65 Million
Q3 2024 Oct 25, 2024	BUY	$107.24 - $119.84 $129,545 - $144,766	1,208 Added 8.51%	15,399 $1.84 Million
Q2 2024 Jul 26, 2024	SELL	$104.54 - $112.83 $168,100 - $181,430	-1,608 Reduced 10.18%	14,191 $1.6 Million
Q1 2024 May 01, 2024	BUY	$99.79 - $110.15 $293,881 - $324,391	2,945 Added 22.91%	15,799 $1.74 Million
Q4 2023 Feb 08, 2024	BUY	$88.59 - $102.15 $762,671 - $879,409	8,609 Added 202.8%	12,854 $1.31 Million
Q3 2023 Oct 27, 2023	BUY	$92.02 - $99.39 $21,808 - $23,555	237 Added 5.91%	4,245 $392,000
Q2 2023 Aug 07, 2023	SELL	$90.5 - $96.36 $1.92 Million - $2.04 Million	-21,218 Reduced 84.11%	4,008 $384,000
Q1 2023 May 11, 2023	BUY	$84.9 - $92.93 $1.91 Million - $2.09 Million	22,529 Added 835.34%	25,226 $2.3 Million
Q4 2022 Feb 14, 2023	BUY	$77.52 - $89.8 $209,071 - $242,190	2,697 New	2,697 $228,000
Q3 2018 Nov 14, 2018	BUY	$70.85 - $74.69 $11,619 - $12,249	164 New	164 $0

Others Institutions Holding ACWI

# of Institutions

754

Shares Held

76.8M

Call Options Held

1.75M

Put Options Held

1.84M

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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account

Financial Advocates Investment Management Ishares Msci Acwi ETF Transaction History