Summit Place Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Summit Place Financial Advisors, LLC
- $162 Million
- Q2 2024
A detailed history of Summit Place Financial Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 1,582 shares of IWB stock, worth $496,985. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,582
Previous 1,718
7.92%
Holding current value
$496,985
Previous $494,000
4.86%
% of portfolio
0.29%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding IWB
# of Institutions
1,340Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.79 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.42 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.15 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$993 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$879 Million0.07% of portfolio