Summit Investment Advisory Services, LLC Ishares Russell 2000 ETF Transaction History

Summit Investment Advisory Services, LLC

  • $169 Billion
  • Q1 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,229 shares of IWM stock, worth $450,882. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,229
Previous 2,116 5.34%
Holding current value
$450,882
Previous $425 Million 10.36%
% of portfolio
0.28%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$189.48 - $210.3 $21,411 - $23,763
113 Added 5.34%
2,229 $469 Million
Q4 2023

Jan 18, 2024
BUY
$162.21 - $204.82 $486 - $614
3 Added 0.14%
2,116 $425 Million
Q3 2023

Oct 10, 2023
SELL
$174.36 - $198.71 $81,949 - $93,393
-470 Reduced 18.2%
2,113 $374 Million
Q2 2023

Jul 26, 2023
BUY
$170.4 - $187.93 $18,744 - $20,672
110 Added 4.45%
2,583 $484 Million
Q1 2023

Apr 17, 2023
BUY
$170.25 - $198.32 $1,872 - $2,181
11 Added 0.45%
2,473 $441 Million
Q4 2022

Feb 02, 2023
BUY
$170.53 - $188.05 $419,844 - $462,979
2,462 New
2,462 $429 Million

Others Institutions Holding IWM

# of Institutions
2,584
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
View Full List

About ISHARES RUSSELL 2000 ETF

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