Summit Financial, LLC Ishares Tr Russell 200 ETF Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Summit Financial, LLC holds 5,624 shares of IWL stock, worth $945,675. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,624Holding current value
$945,675% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
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Tompkins Financial Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
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Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio