Summit Financial Strategies, Inc. Ishares Russell 3000 ETF Transaction History

Summit Financial Strategies, Inc.

  • $749 Million
  • Q2 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,241 shares of IWV stock, worth $388,222. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,241
Previous 1,549 19.88%
Holding current value
$388,222
Previous $464,000 17.46%
% of portfolio
0.05%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$283.16 - $309.9 $87,213 - $95,449
-308 Reduced 19.88%
1,241 $383,000
Q4 2021

Feb 03, 2022
SELL
N/A
-109 Reduced 6.57%
1,549 $430,000
Q2 2020

Jul 31, 2020
BUY
N/A
1,658 New
1,658 $299,000

Others Institutions Holding IWV

# of Institutions
831
Shares Held
26.4M
Call Options Held
18.7K
Put Options Held
4.9K
View Full List

About ISHARES RUSSELL 3000 ETF

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