Summit Financial Group, Inc. Ishares Russell 1000 Gr ETF Transaction History

Summit Financial Group, Inc.

$279 Million
Q1 2024

A detailed history of Summit Financial Group, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Summit Financial Group, Inc. holds 7,757 shares of IWF stock, worth $3.06 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

7,757

Previous 7,355 5.47%

Holding current value

$3.06 Million

Previous $2.23 Million 17.27%

% of portfolio

0.94%

Previous 0.86%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 05, 2024	BUY	$294.43 - $339.01 $118,360 - $136,282	402 Added 5.47%	7,757 $2.61 Million
Q4 2023 Jan 12, 2024	BUY	$256.94 - $304.21 $178,830 - $211,730	696 Added 10.45%	7,355 $2.23 Million
Q3 2023 Oct 17, 2023	SELL	$263.8 - $285.38 $79,140 - $85,614	-300 Reduced 4.31%	6,659 $1.77 Million
Q2 2023 Jul 13, 2023	BUY	$239.31 - $275.18 $26,084 - $29,994	109 Added 1.59%	6,959 $1.91 Million
Q1 2023 Apr 11, 2023	SELL	$209.92 - $244.33 $55,418 - $64,503	-264 Reduced 3.71%	6,850 $1.67 Million
Q4 2022 Jan 09, 2023	SELL	$207.03 - $232.89 $721,085 - $811,155	-3,483 Reduced 32.87%	7,114 $1.52 Million
Q3 2022 Oct 12, 2022	BUY	$210.4 - $257.47 $355,365 - $434,866	1,689 Added 18.96%	10,597 $2.23 Million
Q2 2022 Jul 07, 2022	BUY	$209.9 - $283.21 $11,544 - $15,576	55 Added 0.62%	8,908 $1.95 Million
Q4 2021 Jan 10, 2022	BUY	$270.99 - $309.52 $943,858 - $1.08 Million	3,483 Added 64.86%	8,853 $2.71 Million
Q2 2020 Jul 06, 2020	BUY	$144.16 - $193.61 $14,416 - $19,361	100 Added 1.9%	5,370 $1.03 Million
Q3 2019 Oct 09, 2019	SELL	$158.47 - $162.55 $67,349 - $69,083	-425 Reduced 7.46%	5,270 $841,000
Q2 2019 Jul 03, 2019	BUY	N/A	5,695 New	5,695 $896,000

Others Institutions Holding IWF

# of Institutions

2,217

Shares Held

204M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Group, Inc. with notifications on news.

Account

Summit Financial Group, Inc. Ishares Russell 1000 Gr ETF Transaction History