Jfs Wealth Advisors, LLC Ishares Msci Acwi ETF Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 33 shares of ACWI stock, worth $3,987. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 32 3.13%

Holding current value

$3,987

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$117.05 - $123.03 $117 - $123	1 Added 3.13%	33 $3,000
Q3 2024 Oct 25, 2024	BUY	$107.24 - $119.84 $214 - $239	2 Added 6.67%	32 $3,000
Q1 2024 Apr 30, 2024	BUY	$99.79 - $110.15 $598 - $660	6 Added 25.0%	30 $3,000
Q4 2023 Feb 07, 2024	BUY	$88.59 - $102.15 $88 - $102	1 Added 4.35%	24 $2,000
Q3 2023 Nov 02, 2023	BUY	$92.02 - $99.39 $92 - $99	1 Added 4.55%	23 $2,000
Q2 2023 Aug 07, 2023	BUY	$90.5 - $96.36 $90 - $96	1 Added 4.76%	22 $2,000
Q1 2023 Apr 19, 2023	BUY	$84.9 - $92.93 $84 - $92	1 Added 5.0%	21 $1,000
Q4 2022 Feb 13, 2023	BUY	$77.52 - $89.8 $310 - $359	4 Added 25.0%	20 $1,000
Q3 2022 Oct 21, 2022	BUY	$77.83 - $92.7 $933 - $1,112	12 Added 300.0%	16 $1,000
Q2 2022 Aug 02, 2022	BUY	$81.93 - $101.4 $81 - $101	1 Added 33.33%	4 $0
Q1 2022 May 02, 2022	BUY	$92.11 - $106.34 $92 - $106	1 Added 50.0%	3 $0
Q4 2021 Feb 03, 2022	BUY	$99.52 - $107.23 $199 - $214	2 New	2 $0
Q3 2021 Nov 09, 2021	SELL	$99.44 - $105.29 $47,234 - $50,012	-475 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$96.39 - $101.59 $1,638 - $1,727	-17 Reduced 3.46%	475 $48,000
Q1 2021 Apr 28, 2021	SELL	$90.22 - $96.52 $4,059 - $4,343	-45 Reduced 8.38%	492 $47,000
Q4 2020 Feb 01, 2021	BUY	$78.14 - $90.72 $781 - $907	10 Added 1.9%	537 $49,000
Q3 2020 Oct 28, 2020	BUY	$74.27 - $84.01 $3,342 - $3,780	45 Added 9.34%	527 $42,000
Q2 2020 Aug 05, 2020	BUY	$59.7 - $77.34 $28,775 - $37,277	482 New	482 $36,000
Q1 2018 Apr 26, 2018	SELL	$69.83 - $77.54 $24,510 - $27,216	-351 Closed	0 $0
Q4 2017 Jan 31, 2018	BUY	$68.9 - $72.63 $24,183 - $25,493	351	351 $25,000

Others Institutions Holding ACWI

# of Institutions

793

Shares Held

79.3M

Call Options Held

257K

Put Options Held

1.84M

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares Msci Acwi ETF Transaction History