Summit Financial Strategies, Inc. Ishares Tr Russell 1000 ETF Transaction History

Summit Financial Strategies, Inc.

  • $836 Million
  • Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 12,722 shares of IWB stock, worth $3.94 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
12,722
Previous 12,844 0.95%
Holding current value
$3.94 Million
Previous $4.04 Million 1.49%
% of portfolio
0.49%
Previous 0.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$311.11 - $335.64 $37,955 - $40,948
-122 Reduced 0.95%
12,722 $4.1 Million
Q3 2024

Oct 16, 2024
SELL
$283.28 - $314.39 $110,762 - $122,926
-391 Reduced 2.95%
12,844 $4.04 Million
Q2 2024

Jul 19, 2024
SELL
$272.21 - $298.72 $35,387 - $38,833
-130 Reduced 0.97%
13,235 $3.94 Million
Q1 2024

May 09, 2024
SELL
$257.46 - $288.1 $52,006 - $58,196
-202 Reduced 1.49%
13,365 $3.85 Million
Q4 2023

Feb 13, 2024
BUY
$225.16 - $263.17 $72,276 - $84,477
321 Added 2.42%
13,567 $3.56 Million
Q3 2023

Oct 24, 2023
SELL
$234.05 - $252.17 $56,874 - $61,277
-243 Reduced 1.8%
13,246 $3.11 Million
Q2 2023

Jul 21, 2023
SELL
$221.85 - $243.74 $738,538 - $811,410
-3,329 Reduced 19.79%
13,489 $3.29 Million
Q1 2023

Apr 21, 2023
BUY
$208.78 - $230.55 $183,100 - $202,192
877 Added 5.5%
16,818 $3.79 Million
Q4 2022

Jan 20, 2023
BUY
$196.94 - $224.49 $2.59 Million - $2.96 Million
13,174 Added 476.11%
15,941 $0
Q3 2022

Oct 21, 2022
SELL
$197.33 - $237.63 $1.08 Million - $1.3 Million
-5,479 Reduced 66.44%
2,767 $546,000
Q2 2022

Jul 25, 2022
BUY
$201.03 - $253.2 $1.66 Million - $2.09 Million
8,246 New
8,246 $1.71 Million

Others Institutions Holding IWB

# of Institutions
1,472
Shares Held
98.2M
Call Options Held
79.9K
Put Options Held
306K
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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