Summit Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History
Summit Investment Advisors, Inc.
- $113 Billion
- Q4 2024
A detailed history of Summit Investment Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 18,486 shares of IWD stock, worth $3.6 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
18,486Holding current value
$3.6 Million% of portfolio
3.2%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,868Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio