Summit Financial Strategies, Inc. Ishares S&P 500 Growth ETF Transaction History

Summit Financial Strategies, Inc.

$821 Million
Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 13,392 shares of IVW stock, worth $1.34 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

13,392

Previous 13,392 -0.0%

Holding current value

$1.34 Million

Previous $1.24 Million 3.47%

% of portfolio

0.16%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$72.87 - $85.14 $947 - $1,106	-13 Reduced 0.1%	13,392 $1.13 Million
Q1 2023 Apr 21, 2023	BUY	$57.25 - $63.89 $416,951 - $465,310	7,283 Added 118.96%	13,405 $856,000
Q4 2022 Jan 20, 2023	SELL	$56.73 - $63.56 $301,122 - $337,376	-5,308 Reduced 46.44%	6,122 $0
Q3 2022 Oct 21, 2022	BUY	$57.85 - $71.43 $381,289 - $470,795	6,591 Added 136.21%	11,430 $661,000
Q2 2022 Jul 25, 2022	BUY	$58.13 - $77.8 $41,621 - $55,704	716 Added 17.37%	4,839 $292,000
Q1 2022 May 04, 2022	BUY	$68.33 - $84.32 $83,430 - $102,954	1,221 Added 42.07%	4,123 $315,000
Q4 2021 Feb 03, 2022	BUY	$73.18 - $84.81 $212,368 - $246,118	2,902 New	2,902 $243,000

Others Institutions Holding IVW

# of Institutions

1,818

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Summit Financial Strategies, Inc. Ishares S&P 500 Growth ETF Transaction History