Summa Corp. Ishares Russell 1000 Val ETF Transaction History

Summa Corp.

$192 Billion
Q2 2025

A detailed history of Summa Corp. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Summa Corp. holds 13,379 shares of IWD stock, worth $2.6 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

13,379

Holding current value

$2.6 Million

% of portfolio

1.35%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$166.82 - $194.23 $2.23 Million - $2.6 Million	13,379 New	13,379 $2.6 Billion

Others Institutions Holding IWD

# of Institutions

1,930

Shares Held

275M

Call Options Held

617K

Put Options Held

5.88M

Bank Of America Corp Charlotte, NC

50.6M
Shares

$9.84 Billion
0.78% of portfolio
Morgan Stanley New York, NY

38.3M
Shares

$7.45 Billion
0.53% of portfolio
Goldman Sachs Group Inc New York, NY

15.6M
Shares

$3.04 Billion
0.49% of portfolio
Jpmorgan Chase & CO New York, NY

9.09M
Shares

$1.77 Billion
0.13% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.76M
Shares

$1.71 Billion
3.54% of portfolio

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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