Summit Wealth & Retirement Planning, Inc. Ishares Russell 1000 Gr ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $312 Million
  • Q1 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 11,379 shares of IWF stock, worth $4.53 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
11,379
Previous 11,473 0.82%
Holding current value
$4.53 Million
Previous $4.61 Million 10.83%
% of portfolio
1.32%
Previous 1.49%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$360.07 - $417.26 $33,846 - $39,222
-94 Reduced 0.82%
11,379 $4.11 Million
Q4 2024

Jan 28, 2025
BUY
$370.24 - $418.94 $273,607 - $309,596
739 Added 6.88%
11,473 $4.61 Million
Q3 2024

Nov 01, 2024
SELL
$332.02 - $382.76 $219,133 - $252,621
-660 Reduced 5.79%
10,734 $4.03 Million
Q2 2024

Aug 06, 2024
SELL
$316.15 - $367.33 $58,803 - $68,323
-186 Reduced 1.61%
11,394 $4.15 Million
Q1 2024

May 09, 2024
SELL
$294.43 - $339.01 $11,188 - $12,882
-38 Reduced 0.33%
11,580 $3.9 Million
Q4 2023

Feb 01, 2024
SELL
$256.94 - $304.21 $181,913 - $215,380
-708 Reduced 5.74%
11,618 $3.52 Million
Q3 2023

Oct 25, 2023
BUY
$263.8 - $285.38 $31,656 - $34,245
120 Added 0.98%
12,326 $3.28 Million
Q2 2023

Jul 26, 2023
SELL
$239.31 - $275.18 $152,440 - $175,289
-637 Reduced 4.96%
12,206 $3.36 Million
Q1 2023

May 11, 2023
BUY
$209.92 - $244.33 $236,999 - $275,848
1,129 Added 9.64%
12,843 $3.14 Million
Q4 2022

Feb 09, 2023
SELL
$207.03 - $232.89 $813,006 - $914,559
-3,927 Reduced 25.11%
11,714 $2.51 Million
Q3 2022

Nov 10, 2022
SELL
$210.4 - $257.47 $597,115 - $730,699
-2,838 Reduced 15.36%
15,641 $3.29 Million
Q2 2022

Aug 02, 2022
BUY
$209.9 - $283.21 $918,522 - $1.24 Million
4,376 Added 31.03%
18,479 $4.04 Million
Q1 2022

May 12, 2022
BUY
$246.62 - $307.78 $1.5 Million - $1.87 Million
6,090 Added 76.0%
14,103 $3.92 Million
Q4 2021

Feb 03, 2022
BUY
$270.99 - $309.52 $248,226 - $283,520
916 Added 12.91%
8,013 $2.45 Million
Q2 2021

Aug 13, 2021
SELL
$244.58 - $272.16 $139,899 - $155,675
-572 Reduced 7.46%
7,097 $1.93 Million
Q1 2021

May 10, 2021
SELL
$230.04 - $254.69 $17,483 - $19,356
-76 Reduced 0.98%
7,669 $1.86 Million
Q4 2020

Feb 09, 2021
BUY
$209.58 - $241.25 $129,939 - $149,575
620 Added 8.7%
7,745 $1.87 Million
Q3 2020

Nov 10, 2020
SELL
$194.64 - $233.83 $123,401 - $148,248
-634 Reduced 8.17%
7,125 $1.55 Million
Q2 2020

Aug 13, 2020
SELL
$144.16 - $193.61 $8,649 - $11,616
-60 Reduced 0.77%
7,759 $1.49 Million
Q1 2020

May 11, 2020
BUY
$131.63 - $192.29 $232,195 - $339,199
1,764 Added 29.13%
7,819 $1.18 Million
Q4 2019

Feb 10, 2020
SELL
$155.29 - $176.84 $40,530 - $46,155
-261 Reduced 4.13%
6,055 $1.07 Million
Q3 2019

Nov 12, 2019
SELL
$158.47 - $162.55 $59,109 - $60,631
-373 Reduced 5.58%
6,316 $1.01 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-579 Reduced 7.97%
6,689 $1.05 Million
Q1 2019

May 08, 2019
BUY
N/A
5 Added 0.07%
7,268 $1.1 Million
Q4 2018

Feb 08, 2019
BUY
N/A
7,263 New
7,263 $951,000

Others Institutions Holding IWF

# of Institutions
2,434
Shares Held
213M
Call Options Held
356K
Put Options Held
86.1K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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