A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 9,653 shares of IWD stock, worth $1.81 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,653
Previous 9,653 -0.0%
Holding current value
$1.81 Million
Previous $1.68 Million 8.79%
% of portfolio
0.22%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$169.4 - $179.05 $26,257 - $27,752
-155 Reduced 1.58%
9,653 $1.68 Million
Q1 2024

May 09, 2024

SELL
$161.84 - $179.11 $1,780 - $1,970
-11 Reduced 0.11%
9,808 $1.76 Million
Q1 2022

May 04, 2022

SELL
$157.15 - $170.51 $37,401 - $40,581
-238 Reduced 2.37%
9,819 $1.63 Million
Q4 2021

Feb 03, 2022

SELL
$157.12 - $168.08 $2,828 - $3,025
-18 Reduced 0.18%
10,057 $1.69 Million
Q3 2021

Nov 10, 2021

BUY
$154.62 - $164.07 $2,783 - $2,953
18 Added 0.18%
10,075 $1.58 Million
Q2 2021

Aug 11, 2021

BUY
$152.86 - $162.4 $1.54 Million - $1.63 Million
10,057 New
10,057 $1.6 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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