Summit Financial Wealth Advisors, LLC Ishares Msci Global Min Vol Fa Transaction History

Summit Financial Wealth Advisors, LLC

  • $440 Million
  • Q2 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 1,990 shares of ACWV stock, worth $223,875. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,990
Previous 2,880 30.9%
Holding current value
$223,875
Previous $303,000 31.35%
% of portfolio
0.05%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$100.94 - $106.2 $89,836 - $94,518
-890 Reduced 30.9%
1,990 $208,000
Q4 2023

Jan 19, 2024
SELL
$93.0 - $101.11 $90,210 - $98,076
-970 Reduced 25.19%
2,880 $289,000
Q1 2023

Apr 10, 2023
SELL
$92.42 - $97.48 $14,972 - $15,791
-162 Reduced 4.04%
3,850 $372,000
Q2 2022

Jul 26, 2022
SELL
$90.98 - $107.0 $110,176 - $129,577
-1,211 Reduced 23.19%
4,012 $384,000
Q1 2022

May 06, 2022
SELL
$99.35 - $107.85 $13.4 Million - $14.5 Million
-134,871 Reduced 96.27%
5,223 $547,000
Q4 2021

Jan 12, 2022
BUY
$102.29 - $108.28 $16,161 - $17,108
158 Added 0.11%
140,094 $15.1 Million
Q3 2021

Nov 05, 2021
BUY
$102.73 - $108.01 $145,054 - $152,510
1,412 Added 1.02%
139,936 $14.4 Million
Q2 2021

Aug 09, 2021
BUY
$99.22 - $104.02 $312,146 - $327,246
3,146 Added 2.32%
138,524 $14.2 Million
Q1 2021

Apr 23, 2021
SELL
$93.7 - $99.63 $361,775 - $384,671
-3,861 Reduced 2.77%
135,378 $13.1 Million
Q4 2020

Jan 11, 2021
BUY
$89.46 - $96.91 $198,780 - $215,334
2,222 Added 1.62%
139,239 $12.8 Million
Q3 2020

Nov 09, 2020
SELL
$87.94 - $94.21 $125,490 - $134,437
-1,427 Reduced 1.03%
137,017 $12.4 Million
Q2 2020

Jul 16, 2020
BUY
$77.94 - $91.58 $8.11 Million - $9.53 Million
104,016 Added 302.13%
138,444 $12.3 Million
Q1 2020

Apr 29, 2020
SELL
$70.74 - $99.38 $405,693 - $569,944
-5,735 Reduced 14.28%
34,428 $2.84 Million
Q4 2019

Jan 28, 2020
BUY
$93.18 - $96.04 $55,348 - $57,047
594 Added 1.5%
40,163 $3.92 Million
Q3 2019

Nov 05, 2019
BUY
$93.5 - $95.06 $63,393 - $64,450
678 Added 1.74%
39,569 $3.75 Million
Q2 2019

Jul 16, 2019
BUY
N/A
38,891 New
38,891 $3.58 Million

Others Institutions Holding ACWV

# of Institutions
325
Shares Held
21.7M
Call Options Held
300
Put Options Held
0
View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

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