Summit Wealth & Retirement Planning, Inc. Ishares Russell 2000 ETF Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 27,898 shares of IWM stock, worth $6.1 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
27,898
Previous 28,094
0.7%
Holding current value
$6.1 Million
Previous $5.91 Million
4.2%
% of portfolio
2.01%
Previous 2.2%
Shares
23 transactions
Others Institutions Holding IWM
# of Institutions
2,544Shares Held
293MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.43 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$4.9 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.53 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.32 Billion6.35% of portfolio