A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 28,614 shares of IWR stock, worth $2.57 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
28,614
Previous 28,358 0.9%
Holding current value
$2.57 Million
Previous $2.3 Million 9.7%
% of portfolio
0.31%
Previous 0.31%

Shares

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

Oct 16, 2024

BUY
$79.92 - $88.19 $20,459 - $22,576
256 Added 0.9%
28,614 $2.52 Million
Q2 2024

Jul 19, 2024

SELL
$78.66 - $83.59 $21,474 - $22,820
-273 Reduced 0.95%
28,358 $2.3 Million
Q1 2024

May 09, 2024

SELL
$75.37 - $84.09 $18,088 - $20,181
-240 Reduced 0.83%
28,631 $2.41 Million
Q4 2023

Feb 13, 2024

BUY
$64.84 - $78.27 $153,476 - $185,265
2,367 Added 8.93%
28,871 $2.24 Million
Q3 2023

Oct 24, 2023

BUY
$68.54 - $75.91 $53,392 - $59,133
779 Added 3.03%
26,504 $1.84 Million
Q2 2023

Jul 21, 2023

SELL
$67.49 - $73.03 $202,672 - $219,309
-3,003 Reduced 10.45%
25,725 $1.88 Million
Q1 2023

Apr 21, 2023

SELL
$66.27 - $75.04 $20,278 - $22,962
-306 Reduced 1.05%
28,728 $2.01 Million
Q4 2022

Jan 20, 2023

BUY
$62.09 - $71.89 $1.44 Million - $1.66 Million
23,148 Added 393.27%
29,034 $0
Q3 2022

Oct 21, 2022

SELL
$62.15 - $74.82 $872,710 - $1.05 Million
-14,042 Reduced 70.46%
5,886 $366,000
Q2 2022

Jul 25, 2022

BUY
$62.75 - $78.76 $1.25 Million - $1.57 Million
19,928 New
19,928 $1.29 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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