Summit Financial, LLC Ishares Tr Russell 1000 ETF Transaction History

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024

A detailed history of Summit Financial, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Summit Financial, LLC holds 5,730 shares of IWB stock, worth $1.88 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,730
Previous 5,585 2.6%
Holding current value
$1.88 Million
Previous $1.66 Million 8.43%
% of portfolio
0.07%
Previous 0.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$283.28 - $314.39 $41,075 - $45,586
145 Added 2.6%
5,730 $1.8 Million
Q2 2024

Jul 31, 2024
BUY
$272.21 - $298.72 $1.06 Million - $1.16 Million
3,886 Added 228.72%
5,585 $1.66 Million
Q1 2024

Apr 24, 2024
SELL
$257.46 - $288.1 $648,284 - $725,435
-2,518 Reduced 59.71%
1,699 $489,000
Q2 2023

Aug 11, 2023
SELL
$221.85 - $243.74 $12,867 - $14,136
-58 Reduced 1.36%
4,217 $1.03 Million
Q4 2022

Feb 07, 2023
SELL
$196.94 - $224.49 $9,256 - $10,551
-47 Reduced 1.09%
4,275 $899,000
Q3 2022

Nov 15, 2022
BUY
$197.33 - $237.63 $30,586 - $36,832
155 Added 3.72%
4,322 $853 Million
Q3 2021

Nov 08, 2021
SELL
$239.32 - $255.42 $16,034 - $17,113
-67 Reduced 1.58%
4,167 $0
Q2 2021

Aug 06, 2021
SELL
$226.48 - $242.11 $17,665 - $18,884
-78 Reduced 1.81%
4,234 $0
Q2 2020

Aug 12, 2020
SELL
$135.3 - $179.75 $25,571 - $33,972
-189 Reduced 4.2%
4,312 $0
Q1 2020

May 04, 2020
BUY
$122.99 - $188.06 $23,983 - $36,671
195 Added 4.53%
4,501 $0
Q4 2019

Feb 11, 2020
SELL
$159.7 - $178.97 $4.52 Million - $5.07 Million
-28,311 Reduced 86.8%
4,306 $0
Q3 2019

Nov 04, 2019
BUY
$163.68 - $167.08 $3.53 Million - $3.6 Million
21,568 Added 195.2%
32,617 $0
Q2 2019

Aug 01, 2019
BUY
N/A
1,230 Added 12.53%
11,049 $0
Q1 2019

May 14, 2019
SELL
N/A
-585 Reduced 5.62%
9,819 $0
Q4 2018

Feb 08, 2019
BUY
N/A
10,404 New
10,404 $0

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.2M
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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