A detailed history of Summit Financial, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Summit Financial, LLC holds 19,081 shares of IWO stock, worth $5.54 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
19,081
Previous 6,618 188.32%
Holding current value
$5.54 Million
Previous $1.79 Million 179.52%
% of portfolio
0.23%
Previous 0.11%

Shares

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

Jul 31, 2024

BUY
$245.29 - $268.7 $3.06 Million - $3.35 Million
12,463 Added 188.32%
19,081 $5.01 Million
Q1 2024

Apr 24, 2024

BUY
$239.5 - $270.8 $214,113 - $242,095
894 Added 15.62%
6,618 $1.79 Million
Q4 2023

Feb 05, 2024

BUY
$204.07 - $257.57 $143,053 - $180,556
701 Added 13.96%
5,724 $1.44 Million
Q3 2023

Nov 07, 2023

BUY
$221.24 - $254.04 $153,319 - $176,049
693 Added 16.0%
5,023 $1.13 Million
Q2 2023

Aug 11, 2023

SELL
$219.8 - $242.66 $62,862 - $69,400
-286 Reduced 6.2%
4,330 $1.05 Million
Q1 2023

May 03, 2023

BUY
$212.51 - $245.01 $11,688 - $13,475
55 Added 1.21%
4,616 $1.05 Million
Q4 2022

Feb 07, 2023

SELL
$205.84 - $231.03 $5,351 - $6,006
-26 Reduced 0.57%
4,561 $978,000
Q3 2022

Nov 15, 2022

BUY
$202.93 - $248.43 $374,405 - $458,353
1,845 Added 67.29%
4,587 $948 Million
Q2 2022

Aug 12, 2022

BUY
$194.2 - $261.13 $103,120 - $138,660
531 Added 24.02%
2,742 $565,000
Q1 2022

May 10, 2022

BUY
$234.1 - $296.68 $23,410 - $29,668
100 Added 4.74%
2,211 $565,000
Q4 2021

Feb 07, 2022

BUY
$280.02 - $327.35 $41,442 - $48,447
148 Added 7.54%
2,111 $618,000
Q3 2021

Nov 08, 2021

BUY
$284.4 - $314.06 $68,540 - $75,688
241 Added 14.0%
1,963 $576,000
Q2 2021

Aug 06, 2021

BUY
$278.74 - $313.3 $167,801 - $188,606
602 Added 53.75%
1,722 $536,000
Q2 2020

Aug 12, 2020

SELL
$145.61 - $213.67 $463,331 - $679,897
-3,182 Reduced 73.97%
1,120 $231,000
Q4 2019

Feb 11, 2020

BUY
$186.63 - $216.19 $195,588 - $226,567
1,048 Added 32.21%
4,302 $921,000
Q3 2019

Nov 04, 2019

SELL
$189.94 - $205.08 $199,057 - $214,923
-1,048 Reduced 24.36%
3,254 $627,000
Q4 2018

Feb 08, 2019

BUY
$156.33 - $211.73 $672,531 - $910,862
4,302 New
4,302 $722,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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