Summit Financial, LLC Ishares Russell 2000 ETF Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Summit Financial, LLC holds 70,733 shares of IWM stock, worth $16.8 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

70,733

Previous 63,422 11.53%

Holding current value

$16.8 Million

Previous $13.7 Million 25.06%

% of portfolio

0.29%

Previous 0.31%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$214.92 - $244.84 $1.57 Million - $1.79 Million	7,311 Added 11.53%	70,733 $17.1 Million
Q2 2025 Aug 13, 2025	BUY	$174.82 - $215.79 $499,460 - $616,512	2,857 Added 4.72%	63,422 $13.7 Million
Q1 2025 May 14, 2025	SELL	$198.1 - $229.79 $5.48 Million - $6.36 Million	-27,678 Reduced 31.37%	60,565 $12.1 Million
Q4 2024 Feb 12, 2025	BUY	$216.13 - $242.4 $1.02 Million - $1.14 Million	4,704 Added 5.63%	88,243 $19.5 Million
Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $2.26 Million - $2.53 Million	11,251 Added 15.56%	83,539 $18.5 Million

Q2 2024 Jul 31, 2024	BUY	$192.84 - $209.44 $11.6 Million - $12.6 Million	59,960 Added 486.37%	72,288 $14.7 Million
Q1 2024 Apr 24, 2024	SELL	$189.48 - $210.3 $504,585 - $560,028	-2,663 Reduced 17.76%	12,328 $2.59 Million
Q4 2023 Feb 05, 2024	BUY	$162.21 - $204.82 $1.2 Million - $1.52 Million	7,403 Added 97.56%	14,991 $3.01 Million
Q3 2023 Nov 07, 2023	SELL	$174.36 - $198.71 $37,661 - $42,921	-216 Reduced 2.77%	7,588 $1.34 Million
Q2 2023 Aug 11, 2023	BUY	$170.4 - $187.93 $32,035 - $35,330	188 Added 2.47%	7,804 $1.46 Million
Q1 2023 May 03, 2023	SELL	$170.25 - $198.32 $11,406 - $13,287	-67 Reduced 0.87%	7,616 $1.36 Million
Q4 2022 Feb 07, 2023	BUY	$166.81 - $188.05 $127,276 - $143,482	763 Added 11.03%	7,683 $1.34 Million
Q3 2022 Nov 15, 2022	BUY	$164.17 - $201.07 $12,148 - $14,879	74 Added 1.08%	6,920 $1.14 Billion
Q2 2022 Aug 12, 2022	BUY	$163.9 - $207.91 $983 - $1,247	6 Added 0.09%	6,846 $1.16 Million
Q1 2022 May 10, 2022	SELL	$191.52 - $225.32 $221,014 - $260,019	-1,154 Reduced 14.44%	6,840 $1.4 Million
Q4 2021 Feb 07, 2022	BUY	$212.12 - $242.56 $52,605 - $60,154	248 Added 3.2%	7,994 $1.78 Million
Q3 2021 Nov 08, 2021	BUY	$211.73 - $231.39 $64,577 - $70,573	305 Added 4.1%	7,746 $1.69 Million
Q2 2021 Aug 06, 2021	BUY	$211.85 - $232.89 $457,172 - $502,576	2,158 Added 40.85%	7,441 $1.71 Million
Q1 2021 May 03, 2021	SELL	$193.5 - $234.42 $2,515 - $3,047	-13 Reduced 0.25%	5,283 $1.17 Million
Q4 2020 Feb 09, 2021	BUY	$152.18 - $199.14 $94,047 - $123,068	618 Added 13.21%	5,296 $1.04 Million
Q2 2020 Aug 12, 2020	SELL	$104.62 - $153.09 $10,985 - $16,074	-105 Reduced 2.2%	4,678 $669,000
Q1 2020 May 04, 2020	BUY	$99.9 - $169.53 $26,773 - $45,434	268 Added 5.94%	4,783 $547,000
Q4 2019 Feb 11, 2020	BUY	$146.46 - $166.68 $661,266 - $752,560	4,515 New	4,515 $748,000
Q3 2019 Nov 04, 2019	SELL	$144.85 - $157.9 $651,825 - $710,550	-4,500 Closed	0 $0
Q2 2019 Aug 01, 2019	SELL	$145.86 - $160.71 $4,521 - $4,982	-31 Reduced 0.68%	4,500 $0
Q1 2019 May 14, 2019	BUY	$132.25 - $158.24 $4,099 - $4,905	31 Added 0.69%	4,531 $0
Q4 2018 Feb 08, 2019	BUY	$125.88 - $166.33 $566,460 - $748,485	4,500 New	4,500 $602,000

Others Institutions Holding IWM

# of Institutions

3,022

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

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

News

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

Account

Summit Financial, LLC Ishares Russell 2000 ETF Transaction History