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
Others Institutions Holding IWB
# of Institutions
1,472Shares Held
98.2MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$3.02 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.45 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.27 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$955 Million0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$831 Million0.13% of portfolio