A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 12,844 shares of IWB stock, worth $4.25 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
12,844
Previous 13,235 2.95%
Holding current value
$4.25 Million
Previous $3.94 Million 2.57%
% of portfolio
0.49%
Previous 0.53%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$283.28 - $314.39 $110,762 - $122,926
-391 Reduced 2.95%
12,844 $4.04 Million
Q2 2024

Jul 19, 2024

SELL
$272.21 - $298.72 $35,387 - $38,833
-130 Reduced 0.97%
13,235 $3.94 Million
Q1 2024

May 09, 2024

SELL
$257.46 - $288.1 $52,006 - $58,196
-202 Reduced 1.49%
13,365 $3.85 Million
Q4 2023

Feb 13, 2024

BUY
$225.16 - $263.17 $72,276 - $84,477
321 Added 2.42%
13,567 $3.56 Million
Q3 2023

Oct 24, 2023

SELL
$234.05 - $252.17 $56,874 - $61,277
-243 Reduced 1.8%
13,246 $3.11 Million
Q2 2023

Jul 21, 2023

SELL
$221.85 - $243.74 $738,538 - $811,410
-3,329 Reduced 19.79%
13,489 $3.29 Million
Q1 2023

Apr 21, 2023

BUY
$208.78 - $230.55 $183,100 - $202,192
877 Added 5.5%
16,818 $3.79 Million
Q4 2022

Jan 20, 2023

BUY
$196.94 - $224.49 $2.59 Million - $2.96 Million
13,174 Added 476.11%
15,941 $0
Q3 2022

Oct 21, 2022

SELL
$197.33 - $237.63 $1.08 Million - $1.3 Million
-5,479 Reduced 66.44%
2,767 $546,000
Q2 2022

Jul 25, 2022

BUY
$201.03 - $253.2 $1.66 Million - $2.09 Million
8,246 New
8,246 $1.71 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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