Summit X, LLC Ishares Tr Russell 200 Growth Transaction History

Summit X, LLC

  • $438 Million
  • Q2 2024

A detailed history of Summit X, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Summit X, LLC holds 1,446 shares of IWY stock, worth $317,107. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,446
Previous 1,379 4.86%
Holding current value
$317,107
Previous $269,000 15.24%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$183.56 - $216.15 $12,298 - $14,482
67 Added 4.86%
1,446 $310,000
Q1 2024

May 08, 2024
SELL
$170.38 - $196.82 $17,889 - $20,666
-105 Reduced 7.08%
1,379 $269,000
Q4 2023

Feb 08, 2024
BUY
$149.01 - $175.92 $19,818 - $23,397
133 Added 9.84%
1,484 $260,000
Q3 2023

Nov 03, 2023
BUY
$152.69 - $164.44 $206,284 - $222,158
1,351 New
1,351 $207,000
Q4 2020

Jan 29, 2021
SELL
$116.6 - $133.06 $50,837 - $58,014
-436 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$108.23 - $131.63 $47,188 - $57,390
436 New
436 $607,000

Others Institutions Holding IWY

# of Institutions
512
Shares Held
53.5M
Call Options Held
5.4K
Put Options Held
600
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Summit X, LLC Portfolio

Follow Summit X, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit X, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit X, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email