Yhb Investment Advisors, Inc. Ishares Msci Acwi ETF Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 12,900 shares of ACWI stock, worth $1.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

12,900

Previous 13,200 2.27%

Holding current value

$1.5 Million

Previous $1.58 Million 3.99%

% of portfolio

0.13%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$117.05 - $123.03 $35,115 - $36,909	-300 Reduced 2.27%	12,900 $1.52 Million
Q3 2024 Oct 22, 2024	SELL	$107.24 - $119.84 $1.55 Million - $1.73 Million	-14,450 Reduced 52.26%	13,200 $1.58 Million
Q2 2024 Aug 01, 2024	SELL	$104.54 - $112.83 $185,558 - $200,273	-1,775 Reduced 6.03%	27,650 $3.11 Million
Q1 2024 Aug 14, 2024	BUY	$99.79 - $110.15 $177,127 - $195,516	1,775 Added 6.42%	29,425 $3.24 Million
Q1 2024 Apr 26, 2024	SELL	$99.79 - $110.15 $673,582 - $743,512	-6,750 Reduced 18.66%	29,425 $3.24 Million
Q3 2023 Oct 23, 2023	SELL	$92.02 - $99.39 $701,652 - $757,848	-7,625 Reduced 17.41%	36,175 $3.34 Million
Q2 2023 Aug 10, 2023	SELL	$90.5 - $96.36 $106,337 - $113,223	-1,175 Reduced 2.61%	43,800 $4.2 Million
Q1 2023 May 08, 2023	BUY	$84.9 - $92.93 $3.53 Million - $3.86 Million	41,525 Added 1203.62%	44,975 $4.1 Million
Q4 2022 Jan 12, 2023	BUY	$77.52 - $89.8 $267,444 - $309,810	3,450 New	3,450 $0

Others Institutions Holding ACWI

# of Institutions

792

Shares Held

79.2M

Call Options Held

257K

Put Options Held

1.84M

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

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Yhb Investment Advisors, Inc. Ishares Msci Acwi ETF Transaction History