Summit Financial Strategies, Inc. Ishares Russell Mid Cap ETF Transaction History
Summit Financial Strategies, Inc.
- $679 Million
- Q1 2024
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 28,631 shares of IWR stock, worth $2.33 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
28,631
Previous 28,871
0.83%
Holding current value
$2.33 Million
Previous $2.24 Million
7.26%
% of portfolio
0.35%
Previous 0.36%
Shares
8 transactions
Others Institutions Holding IWR
# of Institutions
1,339Shares Held
322MCall Options Held
186KPut Options Held
11.8K-
Bank Of America Corp Charlotte, NC58.5MShares$4.76 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA34MShares$2.76 Billion0.7% of portfolio
-
Jones Financial Companies Lllp24.6MShares$2 Billion2.82% of portfolio
-
Us Bancorp \De\21.1MShares$1.71 Billion2.47% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA14MShares$1.14 Billion0.82% of portfolio