Summit Wealth Group LLC / CO Ishares Russell 1000 Gr ETF Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 15,382 shares of IWF stock, worth $7.2 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
15,382Holding current value
$7.2 Million% of portfolio
1.64%Shares
1 transactions
Others Institutions Holding IWF
# of Institutions
2,586Shares Held
207MCall Options Held
482KPut Options Held
122K-
Bank Of America Corp Charlotte, NC29.2MShares$13.7 Billion0.93% of portfolio
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Morgan Stanley New York, NY27.4MShares$12.8 Billion0.78% of portfolio
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Goldman Sachs Group Inc New York, NY9.58MShares$4.48 Billion0.58% of portfolio
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Jpmorgan Chase & CO New York, NY6.81MShares$3.18 Billion0.19% of portfolio
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Ubs Group Ag6.02MShares$2.82 Billion0.46% of portfolio