Summit Wealth Partners, LLC Ishares Russell 1000 Gr ETF Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

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 52,358 shares of IWF stock, worth $21.4 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares

52,358

Previous 54,664 4.22%

Holding current value

$21.4 Million

Previous $20.5 Billion 2.47%

% of portfolio

4.32%

Previous 3.95%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$370.24 - $418.94 $853,773 - $966,075	-2,306 Reduced 4.22%	52,358 $21 Billion
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

# of Institutions

2,298

Shares Held

201M

Call Options Held

337K

Put Options Held

137K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC Ishares Russell 1000 Gr ETF Transaction History