Summit Wealth Partners, LLC Ishares Russell Midcap Value E Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,016 shares of IWS stock, worth $250,689. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,016
Previous 3,286 38.65%
Holding current value
$250,689
Previous $435 Million 39.99%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Jan 27, 2025
SELL
$128.08 - $140.32 $162,661 - $178,206
-1,270 Reduced 38.65%
2,016 $261 Million
Q3 2024

Oct 28, 2024
SELL
$119.52 - $132.25 $26,652 - $29,491
-223 Reduced 6.36%
3,286 $435 Million
Q2 2024

Sep 11, 2024
SELL
$117.31 - $125.13 $119,656 - $127,632
-1,020 Reduced 22.52%
3,509 $424 Million
Q1 2024

Sep 11, 2024
BUY
$112.43 - $125.33 $53,291 - $59,406
474 Added 11.69%
4,529 $568 Million
Q4 2023

Sep 11, 2024
SELL
$97.63 - $117.08 $7,712 - $9,249
-79 Reduced 1.91%
4,055 $472 Million
Q3 2023

Sep 11, 2024
SELL
$103.48 - $114.68 $34,976 - $38,761
-338 Reduced 7.56%
4,134 $431 Million
Q2 2023

Sep 11, 2024
BUY
$101.5 - $109.84 $5,278 - $5,711
52 Added 1.18%
4,472 $491 Million
Q1 2023

Sep 11, 2024
BUY
$100.22 - $116.23 $16,135 - $18,713
161 Added 3.78%
4,420 $469 Million
Q4 2022

Sep 11, 2024
BUY
$96.57 - $111.69 $965 - $1,116
10 Added 0.24%
4,259 $449 Million
Q3 2022

Sep 11, 2024
SELL
$96.05 - $115.74 $102,197 - $123,147
-1,064 Reduced 20.03%
4,249 $408 Million
Q2 2022

Sep 11, 2024
SELL
$99.42 - $121.64 $203,214 - $248,632
-2,044 Reduced 27.78%
5,313 $540 Million
Q1 2022

Sep 11, 2024
BUY
$112.23 - $123.59 $7,407 - $8,156
66 Added 0.91%
7,357 $880 Million
Q4 2021

Sep 10, 2024
BUY
$114.04 - $122.75 $53,940 - $58,060
473 Added 6.94%
7,291 $892 Million
Q3 2021

Sep 10, 2024
SELL
$110.67 - $119.04 $1,328 - $1,428
-12 Reduced 0.18%
6,818 $772 Million
Q2 2021

Sep 10, 2024
BUY
$110.51 - $117.85 $18,344 - $19,563
166 Added 2.49%
6,830 $785 Million
Q1 2021

Sep 10, 2024
BUY
$95.27 - $111.97 $269,328 - $316,539
2,827 Added 73.68%
6,664 $728 Million
Q4 2020

Sep 10, 2024
BUY
$80.93 - $96.96 $310,528 - $372,035
3,837 New
3,837 $372 Million
Q4 2019

Sep 09, 2024
BUY
$86.25 - $94.77 $221,748 - $243,653
2,571 New
2,571 $244 Million

Others Institutions Holding IWS

# of Institutions
1,022
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email