Sowell Financial Services LLC Ishares Msci Acwi ETF Transaction History

Sowell Financial Services LLC

$2.46 Billion
Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 4,700 shares of ACWI stock, worth $658,376. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,700

Previous 4,614 1.86%

Holding current value

$658,376

Previous $593,000 9.44%

% of portfolio

0.03%

Previous 0.03%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$128.32 - $138.41 $11,035 - $11,903	86 Added 1.86%	4,700 $649,000
Q2 2025 Jul 11, 2025	SELL	$103.59 - $128.6 $26,311 - $32,664	-254 Reduced 5.22%	4,614 $593,000
Q1 2025 Apr 17, 2025	BUY	$115.16 - $124.13 $560,598 - $604,264	4,868 New	4,868 $566,000
Q3 2024 Oct 04, 2024	SELL	$107.24 - $119.84 $2,895 - $3,235	-27 Reduced 0.13%	20,612 $2.46 Million
Q2 2024 Aug 13, 2024	SELL	$104.54 - $112.83 $2,822 - $3,046	-27 Reduced 0.13%	20,639 $2.32 Million

Q1 2024 May 03, 2024	BUY	$99.79 - $110.15 $937,626 - $1.03 Million	9,396 Added 83.37%	20,666 $2.28 Million
Q4 2023 Jan 24, 2024	SELL	$88.59 - $102.15 $88,235 - $101,741	-996 Reduced 8.12%	11,270 $1.15 Million
Q3 2023 Nov 08, 2023	BUY	$92.02 - $99.39 $7,085 - $7,653	77 Added 0.63%	12,266 $1.13 Million
Q2 2023 Aug 14, 2023	BUY	$90.5 - $96.36 $757,575 - $806,629	8,371 Added 219.25%	12,189 $1.17 Million
Q1 2023 May 12, 2023	BUY	$84.9 - $92.93 $324,148 - $354,806	3,818 New	3,818 $348,000
Q1 2022 May 13, 2022	SELL	$92.11 - $106.34 $2.87 Million - $3.32 Million	-31,208 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$99.52 - $107.23 $768,393 - $827,922	7,721 Added 32.87%	31,208 $3.3 Million
Q3 2021 Nov 04, 2021	SELL	$99.44 - $105.29 $107,792 - $114,134	-1,084 Reduced 4.41%	23,487 $2.35 Million
Q2 2021 Aug 05, 2021	SELL	$96.39 - $101.59 $778,638 - $820,644	-8,078 Reduced 24.74%	24,571 $2.49 Million
Q1 2021 May 07, 2021	SELL	$90.22 - $96.52 $175,387 - $187,634	-1,944 Reduced 5.62%	32,649 $3.26 Million
Q4 2020 Jan 13, 2021	SELL	$78.14 - $90.72 $44,930 - $52,164	-575 Reduced 1.64%	34,593 $3.14 Million
Q3 2020 Nov 12, 2020	SELL	$74.27 - $84.01 $3 Million - $3.39 Million	-40,374 Reduced 53.45%	35,168 $2.81 Million
Q2 2020 Aug 13, 2020	BUY	$59.7 - $77.34 $627,387 - $812,766	10,509 Added 16.16%	75,542 $5.57 Million
Q1 2020 May 12, 2020	BUY	$54.33 - $81.73 $1.32 Million - $1.98 Million	24,240 Added 59.42%	65,033 $4.07 Million
Q4 2019 Feb 07, 2020	BUY	$71.68 - $79.55 $897,075 - $995,568	12,515 Added 44.26%	40,793 $3.23 Million
Q3 2019 Nov 14, 2019	BUY	$70.15 - $75.05 $1.68 Million - $1.79 Million	23,887 Added 544.0%	28,278 $2.09 Million
Q1 2019 May 15, 2019	BUY	$63.05 - $72.85 $276,852 - $319,884	4,391 New	4,391 $0

Others Institutions Holding ACWI

# of Institutions

864

Shares Held

72.2M

Call Options Held

179K

Put Options Held

257K

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
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Sowell Financial Services LLC Ishares Msci Acwi ETF Transaction History