Summit Asset Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Summit Asset Management, LLC

  • $866 Million
  • Q3 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 1,424 shares of IWB stock, worth $462,728. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,424
Previous 1,424 -0.0%
Holding current value
$462,728
Previous $423,000 5.67%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$272.21 - $298.72 $60,975 - $66,913
224 Added 18.67%
1,424 $423,000
Q2 2020

Aug 07, 2020
BUY
$135.3 - $179.75 $162,360 - $215,700
1,200 New
1,200 $206,000
Q1 2020

May 08, 2020
SELL
$122.99 - $188.06 $147,588 - $225,672
-1,200 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$159.7 - $178.97 $191,640 - $214,764
1,200 New
1,200 $214,000
Q2 2019

Aug 07, 2019
SELL
N/A
-1,321 Closed
0 $0
Q1 2019

May 07, 2019
BUY
N/A
1,321 New
1,321 $208,000
Q4 2018

Feb 07, 2019
SELL
N/A
-1,321 Closed
0 $0
Q2 2018

Aug 07, 2018
BUY
N/A
1,321 New
1,321 $201,000

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.3M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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