Summit Wealth & Retirement Planning, Inc. Ishares Russell Mid Cap 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 Mid Cap ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 2,924 shares of IWR stock, worth $261,785. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,924

Previous 2,924 -0.0%

Holding current value

$261,785

Previous $258,000 3.88%

% of portfolio

0.08%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$87.25 - $95.52 $255,119 - $279,300	2,924 New	2,924 $258,000
Q2 2022 Aug 02, 2022	SELL	$62.75 - $78.76 $172,499 - $216,511	-2,749 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$72.29 - $82.89 $33,976 - $38,958	-470 Reduced 14.6%	2,749 $215,000
Q4 2021 Feb 03, 2022	BUY	$78.41 - $85.28 $15,682 - $17,056	200 Added 6.62%	3,219 $267,000
Q1 2021 May 10, 2021	SELL	$67.45 - $75.68 $19,088 - $21,417	-283 Reduced 8.57%	3,019 $223,000
Q4 2020 Feb 09, 2021	SELL	$57.75 - $68.61 $127,396 - $151,353	-2,206 Reduced 40.05%	3,302 $226,000
Q3 2020 Nov 10, 2020	SELL	$53.47 - $60.19 $3.24 Million - $3.64 Million	-60,555 Reduced 91.66%	5,508 $316,000
Q2 2020 Aug 13, 2020	BUY	$40.64 - $57.63 $352,430 - $499,767	8,672 Added 15.11%	66,063 $3.54 Million
Q1 2020 May 11, 2020	BUY	$36.81 - $61.96 $1.68 Million - $2.83 Million	45,660 Added 389.23%	57,391 $2.48 Million
Q4 2019 Feb 10, 2020	SELL	$54.12 - $59.69 $3,409 - $3,760	-63 Reduced 0.53%	11,731 $699,000
Q3 2019 Nov 12, 2019	BUY	$53.6 - $57.42 $17,259 - $18,489	322 Added 2.81%	11,794 $660,000
Q2 2019 Aug 06, 2019	SELL	$52.53 - $56.11 $131,009 - $139,938	-2,494 Reduced 17.86%	11,472 $641,000
Q1 2019 May 08, 2019	BUY	$45.53 - $54.18 $591 - $704	13 Added 0.09%	13,966 $753,000
Q4 2018 Feb 08, 2019	BUY	$43.7 - $54.95 $609,746 - $766,717	13,953 New	13,953 $649,000

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
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Summit Wealth & Retirement Planning, Inc. Ishares Russell Mid Cap ETF Transaction History