Summit Investment Advisory Services, LLC Ishares Russell 1000 Val ETF Transaction History
Summit Investment Advisory Services, LLC
- $85.1 Billion
- Q2 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 15,002 shares of IWD stock, worth $2.79 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
15,002
Previous 1,416
959.46%
Holding current value
$2.79 Million
Previous $254 Million
931.98%
% of portfolio
3.08%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.35 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.07 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.94 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.81 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.68 Billion0.14% of portfolio