Summit Investment Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Summit Investment Advisors, Inc.

  • $112 Billion
  • Q1 2025

A detailed history of Summit Investment Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 15,933 shares of IWR stock, worth $1.42 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
15,933
Previous 15,427 3.28%
Holding current value
$1.42 Million
Previous $1.42 Billion 4.95%
% of portfolio
1.2%
Previous 1.27%

Shares

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

May 13, 2025
BUY
$82.81 - $92.93 $41,901 - $47,022
506 Added 3.28%
15,933 $1.35 Billion
Q4 2024

Feb 14, 2025
BUY
$87.25 - $95.52 $1.35 Million - $1.47 Million
15,427 New
15,427 $1.42 Billion

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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