Summit Financial Strategies, Inc. Ishares Russell 2000 ETF Transaction History
Summit Financial Strategies, Inc.
- $679 Million
- Q1 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 5,863 shares of IWM stock, worth $1.18 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,863
Previous 5,866
0.05%
Holding current value
$1.18 Million
Previous $1.18 Million
4.67%
% of portfolio
0.18%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding IWM
# of Institutions
2,585Shares Held
306MCall Options Held
239MPut Options Held
413M-
Bank Of America Corp Charlotte, NC31.4MShares$6.33 Billion0.63% of portfolio
-
Goldman Sachs Group Inc New York, NY24.1MShares$4.86 Billion0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$3.99 Billion1.02% of portfolio
-
Morgan Stanley New York, NY16.5MShares$3.31 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY9.88MShares$1.99 Billion0.05% of portfolio