Summit Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 88,365 shares of IWR stock, worth $8.14 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
88,365
Previous 95,842 7.8%
Holding current value
$8.14 Million
Previous $8.45 Billion 7.53%
% of portfolio
1.6%
Previous 1.63%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$87.25 - $95.52 $652,368 - $714,203
-7,477 Reduced 7.8%
88,365 $7.81 Billion
Q3 2024

Oct 28, 2024
SELL
$79.92 - $88.19 $414,944 - $457,882
-5,192 Reduced 5.14%
95,842 $8.45 Billion
Q2 2024

Sep 11, 2024
SELL
$78.66 - $83.59 $543,383 - $577,439
-6,908 Reduced 6.4%
101,034 $8.19 Billion
Q1 2024

Sep 11, 2024
SELL
$75.37 - $84.09 $214,578 - $239,404
-2,847 Reduced 2.57%
107,942 $9.08 Billion
Q4 2023

Sep 11, 2024
SELL
$64.84 - $78.27 $148,807 - $179,629
-2,295 Reduced 2.03%
110,789 $8.61 Billion
Q3 2023

Sep 11, 2024
BUY
$68.54 - $75.91 $208,224 - $230,614
3,038 Added 2.76%
113,084 $7.83 Billion
Q2 2023

Sep 11, 2024
SELL
$67.49 - $73.03 $92,191 - $99,758
-1,366 Reduced 1.23%
110,046 $8.04 Billion
Q1 2023

Sep 11, 2024
SELL
$66.27 - $75.04 $250,831 - $284,026
-3,785 Reduced 3.29%
111,412 $7.79 Billion
Q4 2022

Sep 11, 2024
SELL
$62.09 - $71.89 $134,921 - $156,216
-2,173 Reduced 1.85%
115,197 $7.77 Billion
Q3 2022

Sep 11, 2024
SELL
$62.15 - $74.82 $391,172 - $470,917
-6,294 Reduced 5.09%
117,370 $7.29 Billion
Q2 2022

Sep 11, 2024
SELL
$62.75 - $78.76 $1.02 Million - $1.28 Million
-16,192 Reduced 11.58%
123,664 $8 Billion
Q1 2022

Sep 11, 2024
SELL
$72.29 - $82.89 $930,372 - $1.07 Million
-12,870 Reduced 8.43%
139,856 $10.9 Billion
Q4 2021

Sep 10, 2024
BUY
$78.41 - $85.28 $110,871 - $120,585
1,414 Added 0.93%
152,726 $12.7 Billion
Q3 2021

Sep 10, 2024
BUY
$76.44 - $82.59 $582,625 - $629,500
7,622 Added 5.3%
151,312 $11.8 Billion
Q2 2021

Sep 10, 2024
SELL
$74.82 - $79.61 $70,854 - $75,390
-947 Reduced 0.65%
143,690 $11.4 Billion
Q1 2021

Sep 10, 2024
BUY
$67.45 - $75.68 $524,626 - $588,639
7,778 Added 5.68%
144,637 $10.7 Billion
Q4 2020

Sep 10, 2024
BUY
$57.75 - $68.61 $1.41 Million - $1.67 Million
24,335 Added 21.63%
136,859 $9.38 Billion
Q3 2020

Sep 10, 2024
SELL
$53.47 - $60.19 $390,384 - $439,447
-7,301 Reduced 6.09%
112,524 $6.46 Billion
Q2 2020

Sep 10, 2024
SELL
$40.64 - $57.63 $93,675 - $132,837
-2,305 Reduced 1.89%
119,825 $6.42 Billion
Q1 2020

Sep 10, 2024
BUY
$36.81 - $61.96 $441,057 - $742,404
11,982 Added 10.88%
122,130 $5.27 Billion
Q4 2019

Sep 09, 2024
BUY
$54.12 - $59.69 $5.96 Million - $6.57 Million
110,148 New
110,148 $6.57 Billion

Others Institutions Holding IWR

# of Institutions
1,453
Shares Held
342M
Call Options Held
126K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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