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

Summit Wealth & Retirement Planning, Inc.

  • $269 Million
  • Q1 2024

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 11,580 shares of IWF stock, worth $4.26 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
11,580
Previous 11,618 0.33%
Holding current value
$4.26 Million
Previous $3.52 Million 10.82%
% of portfolio
1.45%
Previous 1.49%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$210.27 - $232.89 $825,730 - $914,559
-3,927 Reduced 25.11%
11,714 $2.51 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-2,838 Reduced 15.36%
15,641 $3.29 Million
Q2 2022

Aug 02, 2022
BUY
N/A
4,376 Added 31.03%
18,479 $4.04 Million
Q1 2022

May 12, 2022
BUY
N/A
6,090 Added 76.0%
14,103 $3.92 Million
Q4 2021

Feb 03, 2022
BUY
N/A
916 Added 12.91%
8,013 $2.45 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-572 Reduced 7.46%
7,097 $1.93 Million
Q1 2021

May 10, 2021
SELL
N/A
-76 Reduced 0.98%
7,669 $1.86 Million
Q4 2020

Feb 09, 2021
BUY
N/A
620 Added 8.7%
7,745 $1.87 Million
Q3 2020

Nov 10, 2020
SELL
N/A
-634 Reduced 8.17%
7,125 $1.55 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-60 Reduced 0.77%
7,759 $1.49 Million
Q1 2020

May 11, 2020
BUY
N/A
1,764 Added 29.13%
7,819 $1.18 Million
Q4 2019

Feb 10, 2020
SELL
N/A
-261 Reduced 4.13%
6,055 $1.07 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-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
2,087
Shares Held
200M
Call Options Held
346K
Put Options Held
69.9K
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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