Summit Investment Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History

Summit Investment Advisory Services, LLC

$189 Billion
Q3 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 74,125 shares of IVW stock, worth $7.23 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares

74,125

Holding current value

$7.23 Million

% of portfolio

3.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$84.77 - $97.13 $6.28 Million - $7.2 Million	74,125 New	74,125 $7.1 Billion
Q1 2024 Apr 18, 2024	SELL	$72.87 - $85.14 $188,441 - $220,172	-2,586 Reduced 2.84%	88,575 $7.48 Billion
Q4 2023 Jan 18, 2024	SELL	$65.78 - $75.4 $201,089 - $230,497	-3,057 Reduced 3.24%	91,161 $6.85 Billion
Q3 2023 Oct 10, 2023	SELL	$68.05 - $72.66 $63,898 - $68,227	-939 Reduced 0.99%	94,218 $6.45 Billion
Q2 2023 Jul 26, 2023	SELL	$63.21 - $70.48 $49,367 - $55,044	-781 Reduced 0.81%	95,157 $6.71 Billion
Q1 2023 Apr 17, 2023	SELL	$57.25 - $63.89 $87,764 - $97,943	-1,533 Reduced 1.57%	95,938 $6.13 Billion
Q4 2022 Feb 02, 2023	BUY	$56.73 - $63.56 $5.53 Million - $6.2 Million	97,471 New	97,471 $5.7 Billion

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Summit Investment Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History