Schwarz Dygos Wheeler Investment Advisors LLC Ishares Msci Acwi ETF Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $399 Million
  • Q4 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 1,870 shares of ACWI stock, worth $225,952. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,870
Previous 2,007 6.83%
Holding current value
$225,952
Previous $239,000 8.37%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$117.05 - $123.03 $16,035 - $16,855
-137 Reduced 6.83%
1,870 $219,000
Q2 2024

Aug 02, 2024
BUY
$104.54 - $112.83 $3,136 - $3,384
30 Added 1.52%
2,007 $225,000
Q1 2024

May 03, 2024
BUY
$99.79 - $110.15 $197,284 - $217,766
1,977 New
1,977 $217,000

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

ACWI Quotes by TradingView
  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
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