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

Summit Financial Strategies, Inc.

$914 Million
Q1 2025

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 11,879 shares of IWB stock, worth $3.85 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

11,879

Previous 12,722 6.63%

Holding current value

$3.85 Million

Previous $4.1 Million 11.1%

% of portfolio

0.4%

Previous 0.49%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$302.31 - $337.54 $254,847 - $284,546	-843 Reduced 6.63%	11,879 $3.64 Million
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

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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