Summit Place Financial Advisors, LLC Ishares Russell 3000 ETF Transaction History

Summit Place Financial Advisors, LLC

  • $166 Million
  • Q1 2025

A detailed history of Summit Place Financial Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 775 shares of IWV stock, worth $261,996. This represents 0.15% of its overall portfolio holdings.

Number of Shares
775
Previous 775 -0.0%
Holding current value
$261,996
Previous $259,000 5.02%
% of portfolio
0.15%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024
BUY
$234.36 - $274.87 $181,629 - $213,024
775 New
775 $212,000
Q2 2022

Aug 04, 2022
SELL
$210.65 - $265.31 $1.29 Million - $1.63 Million
-6,141 Closed
0 $0
Q1 2021

May 07, 2021
SELL
$220.59 - $239.53 $47,426 - $51,498
-215 Reduced 3.38%
6,141 $1.46 Million
Q4 2020

Jan 27, 2021
SELL
$191.94 - $223.55 $83,110 - $96,797
-433 Reduced 6.38%
6,356 $1.42 Million
Q3 2020

Oct 28, 2020
BUY
$180.98 - $208.68 $1.23 Million - $1.42 Million
6,789 New
6,789 $1.33 Million

Others Institutions Holding IWV

# of Institutions
902
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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