A detailed history of Institutional & Family Asset Management, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 12,288 shares of ACWI stock, worth $1.43 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,288
Previous 12,288 -0.0%
Holding current value
$1.43 Million
Previous $1.35 Million 2.07%
% of portfolio
0.16%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 08, 2023

SELL
$84.9 - $92.93 $1.7 Million - $1.86 Million
-20,011 Reduced 61.96%
12,288 $1.12 Million
Q4 2022

Feb 08, 2023

BUY
$77.52 - $89.8 $1.25 Million - $1.44 Million
16,072 Added 99.04%
32,299 $2.74 Million
Q3 2022

Nov 07, 2022

SELL
$77.83 - $92.7 $117,289 - $139,698
-1,507 Reduced 8.5%
16,227 $1.26 Million
Q1 2021

May 06, 2021

BUY
$90.22 - $96.52 $170,876 - $182,808
1,894 Added 11.96%
17,734 $1.69 Million
Q4 2020

Feb 03, 2021

BUY
$78.14 - $90.72 $117,756 - $136,715
1,507 Added 10.51%
15,840 $1.44 Million
Q3 2020

Oct 30, 2020

BUY
$74.27 - $84.01 $70,333 - $79,557
947 Added 7.07%
14,333 $1.15 Million
Q3 2019

Nov 14, 2019

SELL
$70.15 - $75.05 $1,894 - $2,026
-27 Reduced 0.2%
13,386 $987,000
Q1 2018

May 14, 2018

SELL
$69.83 - $77.54 $15,153 - $16,826
-217 Reduced 1.59%
13,413 $962,000
Q4 2017

Feb 14, 2018

BUY
$68.9 - $72.63 $171,285 - $180,558
2,486 Added 22.31%
13,630 $983,000
Q3 2017

Nov 14, 2017

SELL
$68.26 - $68.82 $195,906 - $197,513
-2,870 Reduced 20.48%
11,144 $767,000
Q2 2017

Aug 14, 2017

BUY
N/A
14,014
14,014 $918,000

Others Institutions Holding ACWI

About ISHARES MSCI ACWI ETF


  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
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