Summit Financial, LLC Ishares Tr Russell 200 Growth Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Summit Financial, LLC holds 17,503 shares of IWY stock, worth $4.83 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,503
Previous 17,612 0.62%
Holding current value
$4.83 Million
Previous $4.34 Million 10.32%
% of portfolio
0.08%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$243.93 - $275.62 $26,588 - $30,042
-109 Reduced 0.62%
17,503 $4.79 Million
Q2 2025

Aug 13, 2025
SELL
$187.5 - $246.51 $82,687 - $108,710
-441 Reduced 2.44%
17,612 $4.34 Million
Q1 2025

May 14, 2025
BUY
$210.19 - $243.33 $79,451 - $91,978
378 Added 2.14%
18,053 $3.81 Million
Q4 2024

Feb 12, 2025
BUY
$216.72 - $244.71 $3.83 Million - $4.33 Million
17,675 New
17,675 $4.16 Million

Others Institutions Holding IWY

# of Institutions
671
Shares Held
55M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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