Summit Asset Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Summit Asset Management, LLC
- $841 Million
- Q1 2024
A detailed history of Summit Asset Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Summit Asset Management, LLC holds 1,200 shares of IWB stock, worth $361,548. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,200
Previous 1,200
-0.0%
Holding current value
$361,548
Previous $314,000
9.87%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding IWB
# of Institutions
1,295Shares Held
95.6MCall Options Held
61.3KPut Options Held
158K-
Jones Financial Companies Lllp8.56MShares$2.58 Billion3.36% of portfolio
-
Envestnet Asset Management Inc4.81MShares$1.45 Billion0.53% of portfolio
-
Black Rock Inc. New York, NY4.42MShares$1.33 Billion0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.6MShares$1.08 Billion0.1% of portfolio
-
M&T Bank Corp3.21MShares$967 Million3.23% of portfolio