A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 873 shares of IWF stock, worth $341,019. This represents 0.17% of its overall portfolio holdings.

Number of Shares
873
Previous 18,251 95.22%
Holding current value
$341,019
Previous $6.65 Billion 95.07%
% of portfolio
0.17%
Previous 7.82%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$332.02 - $382.76 $5.77 Million - $6.65 Million
-17,378 Reduced 95.22%
873 $328 Million
Q2 2024

Jul 15, 2024

BUY
$316.15 - $367.33 $5.49 Million - $6.38 Million
17,378 Added 1990.61%
18,251 $6.65 Billion
Q4 2023

Jan 18, 2024

SELL
$256.94 - $304.21 $18,242 - $21,598
-71 Reduced 7.52%
873 $265 Million
Q1 2023

Apr 17, 2023

SELL
$209.92 - $244.33 $13,854 - $16,125
-66 Reduced 6.53%
944 $231 Million
Q4 2022

Feb 02, 2023

BUY
$207.03 - $232.89 $209,100 - $235,218
1,010 New
1,010 $216 Million

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Summit Investment Advisory Services, LLC Portfolio

Follow Summit Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.