Summit Financial Strategies, Inc. Ishares Russell 2000 ETF Transaction History

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

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 5,452 shares of IWM stock, worth $1.14 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,452
Previous 5,526 1.34%
Holding current value
$1.14 Million
Previous $1.22 Million 10.97%
% of portfolio
0.12%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$198.1 - $229.79 $14,659 - $17,004
-74 Reduced 1.34%
5,452 $1.09 Million
Q4 2024

Jan 22, 2025
SELL
$216.13 - $242.4 $3,458 - $3,878
-16 Reduced 0.29%
5,526 $1.22 Million
Q3 2024

Oct 16, 2024
SELL
$200.87 - $224.6 $27,117 - $30,321
-135 Reduced 2.38%
5,542 $1.22 Million
Q2 2024

Jul 19, 2024
SELL
$192.84 - $209.44 $35,868 - $38,955
-186 Reduced 3.17%
5,677 $1.15 Million
Q1 2024

May 09, 2024
SELL
$189.48 - $210.3 $568 - $630
-3 Reduced 0.05%
5,863 $1.23 Million
Q4 2023

Feb 13, 2024
SELL
$162.21 - $204.82 $24,169 - $30,518
-149 Reduced 2.48%
5,866 $1.18 Million
Q3 2023

Oct 24, 2023
BUY
$174.36 - $198.71 $100,431 - $114,456
576 Added 10.59%
6,015 $1.06 Million
Q2 2023

Jul 21, 2023
SELL
$170.4 - $187.93 $35,443 - $39,089
-208 Reduced 3.68%
5,439 $1.02 Million
Q1 2023

Apr 21, 2023
BUY
$170.25 - $198.32 $38,987 - $45,415
229 Added 4.23%
5,647 $1.01 Million
Q4 2022

Jan 20, 2023
BUY
$166.81 - $188.05 $903,776 - $1.02 Million
5,418 New
5,418 $0
Q2 2022

Jul 25, 2022
BUY
$163.9 - $207.91 $1.01 Million - $1.28 Million
6,145 New
6,145 $1.04 Million

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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