Summit Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,796 shares of IWO stock, worth $556,364. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,796
Previous 1,796 -0.0%
Holding current value
$556,364
Previous $472 Million 8.18%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Sep 11, 2024
SELL
$205.84 - $231.03 $1,440 - $1,617
-7 Reduced 0.39%
1,796 $385 Million
Q3 2022

Sep 11, 2024
BUY
$202.93 - $248.43 $1,420 - $1,739
7 Added 0.39%
1,803 $372 Million
Q4 2021

Sep 10, 2024
SELL
$280.02 - $327.35 $35,282 - $41,246
-126 Reduced 6.56%
1,796 $526 Million
Q1 2021

Sep 10, 2024
SELL
$282.5 - $336.63 $1,130 - $1,346
-4 Reduced 0.21%
1,922 $578 Million
Q1 2020

Sep 10, 2024
BUY
$135.58 - $225.25 $261,127 - $433,831
1,926 New
1,926 $305 Million

Others Institutions Holding IWO

# of Institutions
1,055
Shares Held
32.3M
Call Options Held
178K
Put Options Held
176K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email