Summit Financial Strategies, Inc. Ishares Tr Russell 1000 ETF Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 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 13,235 shares of IWB stock, worth $4.16 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
13,235
Previous 13,365
0.97%
Holding current value
$4.16 Million
Previous $3.85 Million
2.29%
% of portfolio
0.53%
Previous 0.57%
Shares
9 transactions
Others Institutions Holding IWB
# of Institutions
1,340Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.79 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.42 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.15 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$993 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$879 Million0.07% of portfolio