Summit Financial Strategies, Inc. Ishares Russell Mid Cap ETF Transaction History

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 28,384 shares of IWR stock, worth $2.51 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
28,384
Previous 28,384 -0.0%
Holding current value
$2.51 Million
Previous $2.51 Million 3.79%
% of portfolio
0.26%
Previous 0.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$87.25 - $95.52 $20,067 - $21,969
-230 Reduced 0.8%
28,384 $2.51 Million
Q3 2024

Oct 16, 2024
BUY
$79.92 - $88.19 $20,459 - $22,576
256 Added 0.9%
28,614 $2.52 Million
Q2 2024

Jul 19, 2024
SELL
$78.66 - $83.59 $21,474 - $22,820
-273 Reduced 0.95%
28,358 $2.3 Million
Q1 2024

May 09, 2024
SELL
$75.37 - $84.09 $18,088 - $20,181
-240 Reduced 0.83%
28,631 $2.41 Million
Q4 2023

Feb 13, 2024
BUY
$64.84 - $78.27 $153,476 - $185,265
2,367 Added 8.93%
28,871 $2.24 Million
Q3 2023

Oct 24, 2023
BUY
$68.54 - $75.91 $53,392 - $59,133
779 Added 3.03%
26,504 $1.84 Million
Q2 2023

Jul 21, 2023
SELL
$67.49 - $73.03 $202,672 - $219,309
-3,003 Reduced 10.45%
25,725 $1.88 Million
Q1 2023

Apr 21, 2023
SELL
$66.27 - $75.04 $20,278 - $22,962
-306 Reduced 1.05%
28,728 $2.01 Million
Q4 2022

Jan 20, 2023
BUY
$62.09 - $71.89 $1.44 Million - $1.66 Million
23,148 Added 393.27%
29,034 $0
Q3 2022

Oct 21, 2022
SELL
$62.15 - $74.82 $872,710 - $1.05 Million
-14,042 Reduced 70.46%
5,886 $366,000
Q2 2022

Jul 25, 2022
BUY
$62.75 - $78.76 $1.25 Million - $1.57 Million
19,928 New
19,928 $1.29 Million

Others Institutions Holding IWR

# of Institutions
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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