Summit Financial, LLC Ishares Msci Acwi ETF Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Summit Financial, LLC holds 20,015 shares of ACWI stock, worth $2.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,015
Previous 14,610 37.0%
Holding current value
$2.8 Million
Previous $1.88 Million 47.28%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$128.32 - $138.41 $693,569 - $748,106
5,405 Added 37.0%
20,015 $2.77 Million
Q2 2025

Aug 13, 2025
SELL
$103.59 - $128.6 $199,514 - $247,683
-1,926 Reduced 11.65%
14,610 $1.88 Million
Q1 2025

May 14, 2025
BUY
$115.16 - $124.13 $645,356 - $695,624
5,604 Added 51.26%
16,536 $1.92 Million
Q4 2024

Feb 12, 2025
BUY
$117.05 - $123.03 $1.28 Million - $1.34 Million
10,932 New
10,932 $1.28 Million

Others Institutions Holding ACWI

# of Institutions
860
Shares Held
72.1M
Call Options Held
179K
Put Options Held
257K
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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