Summit Asset Management, LLC Ishares S&P 500 Growth ETF Transaction History

Summit Asset Management, LLC

  • $841 Million
  • Q1 2024

A detailed history of Summit Asset Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Summit Asset Management, LLC holds 5,342 shares of IVW stock, worth $506,688. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,342
Previous 5,342 -0.0%
Holding current value
$506,688
Previous $401,000 12.47%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$65.78 - $75.4 $4,736 - $5,428
-72 Reduced 1.33%
5,342 $401,000
Q2 2023

Aug 07, 2023
SELL
$63.21 - $70.48 $1,264 - $1,409
-20 Reduced 0.37%
5,414 $381,000
Q4 2022

Feb 13, 2023
BUY
$56.99 - $63.56 $36,758 - $40,996
645 Added 13.47%
5,434 $317,000
Q3 2022

Nov 07, 2022
BUY
$59.8 - $71.43 $3,169 - $3,785
53 Added 1.12%
4,789 $277,000
Q3 2021

Nov 08, 2021
BUY
$72.99 - $79.0 $1,459 - $1,580
20 Added 0.42%
4,736 $350,000
Q4 2020

Feb 09, 2021
BUY
$56.17 - $63.82 $198,673 - $225,731
3,537 Added 300.0%
4,716 $301,000
Q3 2020

Nov 06, 2020
BUY
$52.42 - $62.43 $5,975 - $7,117
114 Added 10.7%
1,179 $272,000
Q2 2020

Aug 07, 2020
BUY
$39.5 - $52.48 $42,067 - $55,891
1,065 New
1,065 $221,000
Q1 2020

May 08, 2020
SELL
$36.14 - $52.65 $38,489 - $56,072
-1,065 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$43.72 - $48.62 $46,561 - $51,780
1,065 New
1,065 $206,000

Others Institutions Holding IVW

# of Institutions
1,678
Shares Held
384M
Call Options Held
379K
Put Options Held
363K
View Full List

About ISHARES S&P 500 GROWTH ETF

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