A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 54,664 shares of IWF stock, worth $22.3 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares
54,664
Previous 55,567 1.63%
Holding current value
$22.3 Million
Previous $20.3 Billion 1.31%
% of portfolio
3.95%
Previous 4.2%

Shares

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

Oct 28, 2024

SELL
$332.02 - $382.76 $299,814 - $345,632
-903 Reduced 1.63%
54,664 $20.5 Billion
Q2 2024

Sep 11, 2024

SELL
$316.15 - $367.33 $1.17 Million - $1.35 Million
-3,686 Reduced 6.22%
55,567 $20.3 Billion
Q1 2024

Sep 11, 2024

SELL
$294.43 - $339.01 $477,565 - $549,874
-1,622 Reduced 2.66%
59,253 $20 Billion
Q4 2023

Sep 11, 2024

SELL
$256.94 - $304.21 $367,167 - $434,716
-1,429 Reduced 2.29%
60,875 $18.5 Billion
Q3 2023

Sep 11, 2024

SELL
$263.8 - $285.38 $72,281 - $78,194
-274 Reduced 0.44%
62,304 $16.6 Billion
Q2 2023

Sep 11, 2024

SELL
$239.31 - $275.18 $547,062 - $629,061
-2,286 Reduced 3.52%
62,578 $17.2 Billion
Q1 2023

Sep 11, 2024

BUY
$209.92 - $244.33 $306,273 - $356,477
1,459 Added 2.3%
64,864 $15.8 Billion
Q4 2022

Sep 11, 2024

SELL
$207.03 - $232.89 $732,058 - $823,499
-3,536 Reduced 5.28%
63,405 $13.6 Billion
Q3 2022

Sep 11, 2024

SELL
$210.4 - $257.47 $819,718 - $1 Million
-3,896 Reduced 5.5%
66,941 $14.1 Billion
Q2 2022

Sep 11, 2024

SELL
$209.9 - $283.21 $1.33 Million - $1.79 Million
-6,337 Reduced 8.21%
70,837 $15.5 Billion
Q1 2022

Sep 11, 2024

SELL
$246.62 - $307.78 $184,718 - $230,527
-749 Reduced 0.96%
77,174 $21.4 Billion
Q4 2021

Sep 10, 2024

BUY
$270.99 - $309.52 $215,166 - $245,758
794 Added 1.03%
77,923 $23.8 Billion
Q3 2021

Sep 10, 2024

BUY
$272.07 - $292.68 $289,210 - $311,118
1,063 Added 1.4%
77,129 $21.1 Billion
Q2 2021

Sep 10, 2024

BUY
$244.58 - $272.16 $425,080 - $473,014
1,738 Added 2.34%
76,066 $20.7 Billion
Q1 2021

Sep 10, 2024

BUY
$230.04 - $254.69 $762,582 - $844,297
3,315 Added 4.67%
74,328 $18.1 Billion
Q4 2020

Sep 10, 2024

BUY
$209.58 - $241.25 $1.01 Million - $1.17 Million
4,837 Added 7.31%
71,013 $17.1 Billion
Q3 2020

Sep 10, 2024

BUY
$194.64 - $233.83 $570,295 - $685,121
2,930 Added 4.63%
66,176 $14.4 Billion
Q2 2020

Sep 10, 2024

BUY
$144.16 - $193.61 $9,226 - $12,391
64 Added 0.1%
63,246 $12.1 Billion
Q1 2020

Sep 10, 2024

SELL
$131.63 - $192.29 $105,435 - $154,024
-801 Reduced 1.25%
63,182 $9.52 Billion
Q4 2019

Sep 09, 2024

BUY
$155.29 - $176.84 $9.94 Million - $11.3 Million
63,983 New
63,983 $11.3 Billion

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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