Oak Family Advisors, LLC Ishares Msci Acwi ETF Transaction History

Oak Family Advisors, LLC

  • $284 Million
  • Q1 2025

A detailed history of Oak Family Advisors, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Oak Family Advisors, LLC holds 3,890 shares of ACWI stock, worth $438,480. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,890
Previous 12,190 68.09%
Holding current value
$438,480
Previous $1.43 Million 68.44%
% of portfolio
0.16%
Previous 0.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$115.16 - $124.13 $955,828 - $1.03 Million
-8,300 Reduced 68.09%
3,890 $452,000
Q4 2024

Jan 24, 2025
BUY
$117.05 - $123.03 $1.09 Million - $1.15 Million
9,317 Added 324.3%
12,190 $1.43 Million
Q3 2024

Oct 17, 2024
BUY
$107.24 - $119.84 $4,825 - $5,392
45 Added 1.59%
2,873 $343,000
Q2 2024

Jul 23, 2024
BUY
$104.54 - $112.83 $295,639 - $319,083
2,828 New
2,828 $317,000

Others Institutions Holding ACWI

# of Institutions
793
Shares Held
78.8M
Call Options Held
257K
Put Options Held
1.84M
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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