Summit Investment Advisory Services, LLC Ishares Russell 1000 Val ETF Transaction History
Summit Investment Advisory Services, LLC
- $194 Billion
- Q4 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 1,399 shares of IWD stock, worth $271,923. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,399
Previous 1,399
-0.0%
Holding current value
$271,923
Previous $266 Million
2.46%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,878Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio