Summit Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 28,140 shares of IWB stock, worth $9.45 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
28,140
Previous 31,423 10.45%
Holding current value
$9.45 Million
Previous $9.88 Billion 8.23%
% of portfolio
1.86%
Previous 1.9%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$311.11 - $335.64 $1.02 Million - $1.1 Million
-3,283 Reduced 10.45%
28,140 $9.07 Billion
Q3 2024

Oct 28, 2024
SELL
$283.28 - $314.39 $376,195 - $417,509
-1,328 Reduced 4.05%
31,423 $9.88 Billion
Q2 2024

Sep 11, 2024
SELL
$272.21 - $298.72 $1.02 Million - $1.12 Million
-3,739 Reduced 10.25%
32,751 $9.74 Billion
Q1 2024

Sep 11, 2024
BUY
$257.46 - $288.1 $530,625 - $593,774
2,061 Added 5.99%
36,490 $10.5 Billion
Q4 2023

Sep 11, 2024
BUY
$225.16 - $263.17 $205,571 - $240,274
913 Added 2.72%
34,429 $9.03 Billion
Q3 2023

Sep 11, 2024
SELL
$234.05 - $252.17 $158,217 - $170,466
-676 Reduced 1.98%
33,516 $7.87 Billion
Q2 2023

Sep 11, 2024
SELL
$221.85 - $243.74 $187,906 - $206,447
-847 Reduced 2.42%
34,192 $8.33 Billion
Q1 2023

Sep 11, 2024
SELL
$208.78 - $230.55 $45,305 - $50,029
-217 Reduced 0.62%
35,039 $7.89 Billion
Q4 2022

Sep 11, 2024
BUY
$196.94 - $224.49 $53,764 - $61,285
273 Added 0.78%
35,256 $7.42 Billion
Q3 2022

Sep 11, 2024
SELL
$197.33 - $237.63 $517,596 - $623,303
-2,623 Reduced 6.97%
34,983 $6.9 Billion
Q2 2022

Sep 11, 2024
SELL
$201.03 - $253.2 $968,763 - $1.22 Million
-4,819 Reduced 11.36%
37,606 $7.81 Billion
Q1 2022

Sep 11, 2024
SELL
$230.48 - $266.11 $51,858 - $59,874
-225 Reduced 0.53%
42,425 $10.6 Billion
Q4 2021

Sep 10, 2024
SELL
$241.33 - $266.02 $58,643 - $64,642
-243 Reduced 0.57%
42,650 $11.3 Billion
Q3 2021

Sep 10, 2024
SELL
$239.32 - $255.42 $169,677 - $181,092
-709 Reduced 1.63%
42,893 $10.4 Billion
Q2 2021

Sep 10, 2024
BUY
$226.48 - $242.11 $393,848 - $421,029
1,739 Added 4.15%
43,602 $10.6 Billion
Q1 2021

Sep 10, 2024
BUY
$208.89 - $225.24 $315,215 - $339,887
1,509 Added 3.74%
41,863 $9.37 Billion
Q4 2020

Sep 10, 2024
BUY
$182.85 - $211.84 $2.02 Million - $2.34 Million
11,054 Added 37.73%
40,354 $8.55 Billion
Q3 2020

Sep 10, 2024
BUY
$172.79 - $199.44 $458,411 - $529,114
2,653 Added 9.96%
29,300 $5.48 Billion
Q2 2020

Sep 10, 2024
BUY
$135.3 - $179.75 $162,630 - $216,059
1,202 Added 4.72%
26,647 $4.57 Billion
Q1 2020

Sep 10, 2024
BUY
$122.99 - $188.06 $121,637 - $185,991
989 Added 4.04%
25,445 $3.6 Billion
Q4 2019

Sep 09, 2024
BUY
$159.7 - $178.97 $3.91 Million - $4.38 Million
24,456 New
24,456 $4.36 Billion

Others Institutions Holding IWB

# of Institutions
1,465
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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