Summit Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 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 31,423 shares of IWB stock, worth $10.3 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
31,423
Previous 32,751
4.05%
Holding current value
$10.3 Million
Previous $9.74 Billion
1.38%
% of portfolio
1.9%
Previous 2.02%
Shares
20 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.2MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.05 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.4 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.2 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.02 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$928 Million0.07% of portfolio