Summit Wealth Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 10,570 shares of IWP stock, worth $1.42 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,570
Previous 10,713 1.33%
Holding current value
$1.42 Million
Previous $1.18 Billion 4.87%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Oct 28, 2024
SELL
$103.87 - $117.59 $14,853 - $16,815
-143 Reduced 1.33%
10,570 $1.24 Billion
Q2 2024

Sep 11, 2024
BUY
$105.7 - $113.43 $85,722 - $91,991
811 Added 8.19%
10,713 $1.18 Billion
Q1 2024

Sep 11, 2024
BUY
$100.66 - $114.14 $368,113 - $417,409
3,657 Added 58.56%
9,902 $1.13 Billion
Q4 2023

Sep 11, 2024
BUY
$85.66 - $105.12 $24,413 - $29,959
285 Added 4.78%
6,245 $652 Million
Q3 2023

Sep 11, 2024
SELL
$89.97 - $100.32 $4,768 - $5,316
-53 Reduced 0.88%
5,960 $544 Million
Q2 2023

Sep 11, 2024
BUY
$87.72 - $96.63 $175 - $193
2 Added 0.03%
6,013 $581 Million
Q4 2022

Sep 11, 2024
SELL
$77.4 - $89.88 $25,387 - $29,480
-328 Reduced 5.17%
6,011 $502 Million
Q3 2022

Sep 11, 2024
BUY
$78.02 - $94.38 $106,497 - $128,828
1,365 Added 27.44%
6,339 $497 Million
Q2 2022

Sep 11, 2024
SELL
$75.41 - $102.47 $227,361 - $308,947
-3,015 Reduced 37.74%
4,974 $394 Million
Q1 2022

Sep 11, 2024
SELL
$89.52 - $114.03 $11,369 - $14,481
-127 Reduced 1.56%
7,989 $803 Million
Q4 2021

Sep 10, 2024
BUY
$109.8 - $123.28 $8,674 - $9,739
79 Added 0.98%
8,116 $935 Million
Q3 2021

Sep 10, 2024
SELL
$109.39 - $119.47 $13,564 - $14,814
-124 Reduced 1.52%
8,037 $901 Million
Q2 2021

Sep 10, 2024
SELL
$99.98 - $113.73 $5,298 - $6,027
-53 Reduced 0.65%
8,161 $924 Million
Q1 2021

Sep 10, 2024
BUY
$96.94 - $112.05 $115,649 - $133,675
1,193 Added 16.99%
8,214 $838 Million
Q4 2020

Sep 10, 2024
BUY
$86.54 - $104.78 $334,217 - $404,660
3,862 Added 122.25%
7,021 $721 Million
Q3 2020

Sep 10, 2024
BUY
$79.56 - $90.13 $2,705 - $3,064
34 Added 1.09%
3,159 $546 Million
Q2 2020

Sep 10, 2024
BUY
$57.59 - $81.27 $230 - $325
4 Added 0.13%
3,125 $494 Million
Q1 2020

Sep 10, 2024
BUY
$52.32 - $81.58 $3,767 - $5,873
72 Added 2.36%
3,121 $379 Million
Q4 2019

Sep 09, 2024
BUY
$68.8 - $76.63 $209,771 - $233,644
3,049 New
3,049 $465 Million

Others Institutions Holding IWP

# of Institutions
1,085
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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