Summit Financial Strategies, Inc. Ishares Russell 3000 ETF Transaction History

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,232 shares of IWV stock, worth $408,260. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,232
Previous 1,241 0.73%
Holding current value
$408,260
Previous $383,000 4.96%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 16, 2024
SELL
$294.75 - $326.73 $2,652 - $2,940
-9 Reduced 0.73%
1,232 $402,000
Q2 2024

Jul 19, 2024
SELL
$283.16 - $309.9 $87,213 - $95,449
-308 Reduced 19.88%
1,241 $383,000
Q4 2021

Feb 03, 2022
SELL
$254.66 - $279.11 $27,757 - $30,422
-109 Reduced 6.57%
1,549 $430,000
Q2 2020

Jul 31, 2020
BUY
$141.33 - $188.81 $234,325 - $313,046
1,658 New
1,658 $299,000

Others Institutions Holding IWV

# of Institutions
852
Shares Held
26M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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