Summit Investment Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 7,688 shares of IWR stock, worth $646,253. This represents 0.35% of its overall portfolio holdings.

Number of Shares

7,688

Previous 7,527 2.14%

Holding current value

$646,253

Previous $663 Million 2.44%

% of portfolio

0.35%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$87.25 - $95.52 $14,047 - $15,378	161 Added 2.14%	7,688 $680 Million
Q3 2024 Oct 16, 2024	SELL	$79.92 - $88.19 $442,596 - $488,396	-5,538 Reduced 42.39%	7,527 $663 Million
Q2 2024 Jul 15, 2024	BUY	$78.66 - $83.59 $435,933 - $463,255	5,542 Added 73.67%	13,065 $1.06 Billion
Q1 2024 Apr 18, 2024	SELL	$75.37 - $84.09 $9,496 - $10,595	-126 Reduced 1.65%	7,523 $633 Million
Q4 2023 Jan 18, 2024	BUY	$64.84 - $78.27 $324 - $391	5 Added 0.07%	7,649 $595 Million
Q2 2023 Jul 26, 2023	SELL	$67.49 - $73.03 $809 - $876	-12 Reduced 0.16%	7,644 $558 Million
Q1 2023 Apr 17, 2023	BUY	$66.27 - $75.04 $132 - $150	2 Added 0.03%	7,656 $535 Million
Q4 2022 Feb 02, 2023	BUY	$62.09 - $71.89 $475,236 - $550,246	7,654 New	7,654 $516 Million

Others Institutions Holding IWR

# of Institutions

1,535

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Summit Investment Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History