Summit Financial Strategies, Inc. Ishares Russell 1000 Gr ETF Transaction History
Summit Financial Strategies, Inc.
- $679 Million
- Q1 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 5,371 shares of IWF stock, worth $2.04 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,371
Previous 5,518
2.66%
Holding current value
$2.04 Million
Previous $1.67 Million
8.25%
% of portfolio
0.27%
Previous 0.27%
Shares
14 transactions
Others Institutions Holding IWF
# of Institutions
2,068Shares Held
201MCall Options Held
346KPut Options Held
74K-
Bank Of America Corp Charlotte, NC30.3MShares$11.5 Billion0.97% of portfolio
-
Morgan Stanley New York, NY24.2MShares$9.17 Billion0.66% of portfolio
-
Goldman Sachs Group Inc New York, NY9.93MShares$3.76 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7.85MShares$2.97 Billion0.24% of portfolio
-
Ubs Group Ag6.2MShares$2.35 Billion0.53% of portfolio