Strategic Family Wealth Counselors, L.L.C. Ishares Msci Acwi ETF Transaction History

Strategic Family Wealth Counselors, L.L.C.

$293 Million
Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 14,145 shares of ACWI stock, worth $1.72 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

14,145

Previous 9,026 56.71%

Holding current value

$1.72 Million

Previous $1.08 Million 54.03%

% of portfolio

0.57%

Previous 0.38%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$117.05 - $123.03 $599,178 - $629,790	5,119 Added 56.71%	14,145 $1.66 Million
Q3 2024 Oct 31, 2024	SELL	$107.24 - $119.84 $4,289 - $4,793	-40 Reduced 0.44%	9,026 $1.08 Million
Q1 2024 May 14, 2024	SELL	$99.79 - $110.15 $950,998 - $1.05 Million	-9,530 Reduced 51.25%	9,066 $998,000
Q4 2023 Jan 29, 2024	BUY	$88.59 - $102.15 $810,598 - $934,672	9,150 Added 96.87%	18,596 $1.89 Million
Q3 2023 Nov 13, 2023	SELL	$92.02 - $99.39 $5,981 - $6,460	-65 Reduced 0.68%	9,446 $872,000
Q2 2023 Aug 10, 2023	SELL	$90.5 - $96.36 $116,926 - $124,497	-1,292 Reduced 11.96%	9,511 $912,000
Q1 2023 May 15, 2023	SELL	$84.9 - $92.93 $2.91 Million - $3.18 Million	-34,258 Reduced 76.03%	10,803 $984,000
Q4 2022 Jan 25, 2023	BUY	$77.52 - $89.8 $2.18 Million - $2.52 Million	28,062 Added 165.08%	45,061 $0
Q3 2022 Nov 10, 2022	BUY	$77.83 - $92.7 $608,007 - $724,172	7,812 Added 85.03%	16,999 $1.32 Million
Q1 2022 May 04, 2022	SELL	$92.11 - $106.34 $185,141 - $213,743	-2,010 Reduced 17.95%	9,187 $917,000
Q4 2021 Feb 08, 2022	BUY	$99.52 - $107.23 $156,943 - $169,101	1,577 Added 16.39%	11,197 $1.18 Million
Q3 2021 Nov 09, 2021	SELL	$99.44 - $105.29 $99 - $105	-1 Reduced 0.01%	9,620 $961,000
Q2 2021 Jul 29, 2021	BUY	$96.39 - $101.59 $1,927 - $2,031	20 Added 0.21%	9,621 $974,000
Q4 2020 Feb 16, 2021	BUY	$78.14 - $90.72 $446,413 - $518,283	5,713 Added 146.94%	9,601 $871,000
Q3 2020 Oct 26, 2020	BUY	$74.27 - $84.01 $46,864 - $53,010	631 Added 19.37%	3,888 $311,000
Q2 2020 Jul 13, 2020	SELL	$59.7 - $77.34 $718,847 - $931,250	-12,041 Reduced 78.71%	3,257 $240,000
Q1 2020 Apr 16, 2020	BUY	$54.33 - $81.73 $677,332 - $1.02 Million	12,467 Added 440.37%	15,298 $957,000
Q4 2019 Jan 17, 2020	BUY	$71.68 - $79.55 $202,926 - $225,206	2,831 New	2,831 $224,000

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
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Strategic Family Wealth Counselors, L.L.C. Ishares Msci Acwi ETF Transaction History