Summit Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 33,142 shares of IWM stock, worth $7.9 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
33,142
Previous 33,963 2.42%
Holding current value
$7.9 Million
Previous $6.89 Billion 6.24%
% of portfolio
1.41%
Previous 1.43%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$200.87 - $224.6 $164,914 - $184,396
-821 Reduced 2.42%
33,142 $7.32 Billion
Q2 2024

Sep 11, 2024
SELL
$192.84 - $209.44 $306,422 - $332,800
-1,589 Reduced 4.47%
33,963 $6.89 Billion
Q1 2024

Sep 11, 2024
SELL
$189.48 - $210.3 $79,960 - $88,746
-422 Reduced 1.17%
35,552 $7.48 Billion
Q4 2023

Sep 11, 2024
SELL
$162.21 - $204.82 $288,247 - $363,965
-1,777 Reduced 4.71%
35,974 $7.22 Billion
Q3 2023

Sep 11, 2024
SELL
$174.36 - $198.71 $113,508 - $129,360
-651 Reduced 1.7%
37,751 $6.67 Billion
Q2 2023

Sep 11, 2024
BUY
$170.4 - $187.93 $16,017 - $17,665
94 Added 0.25%
38,402 $7.19 Billion
Q1 2023

Sep 11, 2024
SELL
$170.25 - $198.32 $176,719 - $205,856
-1,038 Reduced 2.64%
38,308 $6.83 Billion
Q4 2022

Sep 11, 2024
SELL
$166.81 - $188.05 $447,217 - $504,162
-2,681 Reduced 6.38%
39,346 $6.86 Billion
Q3 2022

Sep 11, 2024
SELL
$164.17 - $201.07 $102,113 - $125,065
-622 Reduced 1.46%
42,027 $6.93 Billion
Q2 2022

Sep 11, 2024
SELL
$163.9 - $207.91 $655,763 - $831,847
-4,001 Reduced 8.58%
42,649 $7.22 Billion
Q1 2022

Sep 11, 2024
BUY
$191.52 - $225.32 $117,593 - $138,346
614 Added 1.33%
46,650 $9.58 Billion
Q4 2021

Sep 10, 2024
BUY
$212.12 - $242.56 $6,151 - $7,034
29 Added 0.06%
46,036 $10.2 Billion
Q3 2021

Sep 10, 2024
BUY
$211.73 - $231.39 $410,332 - $448,433
1,938 Added 4.4%
46,007 $10.1 Billion
Q2 2021

Sep 10, 2024
SELL
$211.85 - $232.89 $205,918 - $226,369
-972 Reduced 2.16%
44,069 $10.1 Billion
Q1 2021

Sep 10, 2024
BUY
$193.5 - $234.42 $638,356 - $773,351
3,299 Added 7.9%
45,041 $9.95 Billion
Q4 2020

Sep 10, 2024
BUY
$152.18 - $199.14 $82,785 - $108,332
544 Added 1.32%
41,742 $8.18 Billion
Q3 2020

Sep 10, 2024
SELL
$139.07 - $158.46 $368,674 - $420,077
-2,651 Reduced 6.05%
41,198 $6.17 Billion
Q2 2020

Sep 10, 2024
SELL
$104.62 - $153.09 $88,717 - $129,820
-848 Reduced 1.9%
43,849 $6.28 Billion
Q1 2020

Sep 10, 2024
BUY
$99.9 - $169.53 $744,155 - $1.26 Million
7,449 Added 20.0%
44,697 $5.12 Billion
Q4 2019

Sep 09, 2024
BUY
$146.46 - $166.68 $5.46 Million - $6.21 Million
37,248 New
37,248 $6.17 Billion

Others Institutions Holding IWM

# of Institutions
2,661
Shares Held
307M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

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