Summit Financial Group, Inc. Ishares Russell Mid Cap Growth Transaction History

Summit Financial Group, Inc.

$279 Million
Q1 2024

A detailed history of Summit Financial Group, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Summit Financial Group, Inc. holds 12,882 shares of IWP stock, worth $1.54 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

12,882

Previous 12,882 -0.0%

Holding current value

$1.54 Million

Previous $1.35 Million 9.29%

% of portfolio

0.53%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$85.66 - $105.12 $50,539 - $62,020	-590 Reduced 4.38%	12,882 $1.35 Million
Q2 2023 Jul 13, 2023	BUY	$87.72 - $96.63 $32,105 - $35,366	366 Added 2.79%	13,472 $1.3 Million
Q3 2022 Oct 12, 2022	BUY	$78.02 - $94.38 $19,270 - $23,311	247 Added 1.92%	13,106 $1.03 Million
Q2 2022 Jul 07, 2022	SELL	$75.41 - $102.47 $20,963 - $28,486	-278 Reduced 2.12%	12,859 $1.02 Million
Q1 2022 Apr 08, 2022	SELL	$89.52 - $114.03 $95,875 - $122,126	-1,071 Reduced 7.54%	13,137 $1.32 Million
Q1 2021 Apr 07, 2021	SELL	$96.94 - $112.05 $117,491 - $135,804	-1,212 Reduced 7.86%	14,208 $1.45 Million
Q4 2020 Jan 07, 2021	BUY	$86.54 - $104.78 $667,223 - $807,853	7,710 Added 100.0%	15,420 $1.58 Million
Q3 2019 Oct 09, 2019	BUY	$70.16 - $72.24 $540,933 - $556,970	7,710 New	7,710 $1.09 Million

Others Institutions Holding IWP

# of Institutions

1,074

Shares Held

103M

Call Options Held

63.3K

Put Options Held

1.4K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Summit Financial Group, Inc. with notifications on news.

Account

Summit Financial Group, Inc. Ishares Russell Mid Cap Growth Transaction History