A detailed history of Summit Global Investments transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Summit Global Investments holds 5,026 shares of IWM stock, worth $1.09 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,026
Holding current value
$1.09 Million
% of portfolio
0.07%

Shares

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

Oct 31, 2024

BUY
$200.87 - $224.6 $1.01 Million - $1.13 Million
5,026 New
5,026 $1.11 Million
Q1 2024

Apr 29, 2024

SELL
$189.48 - $210.3 $60,633 - $67,296
-320 Reduced 24.71%
975 $205,000
Q4 2023

Feb 06, 2024

BUY
$162.21 - $204.82 $210,061 - $265,241
1,295 New
1,295 $260,000
Q1 2023

May 04, 2023

BUY
$170.25 - $198.32 $1.12 Million - $1.31 Million
6,602 Added 52.17%
19,257 $3.44 Million
Q4 2022

Jan 31, 2023

BUY
$166.81 - $188.05 $2.11 Million - $2.38 Million
12,655 New
12,655 $2.21 Million
Q3 2022

Nov 14, 2022

SELL
$164.17 - $201.07 $765,360 - $937,388
-4,662 Closed
0 $0
Q2 2022

Aug 23, 2022

SELL
$163.9 - $207.91 $543,492 - $689,429
-3,316 Reduced 41.56%
4,662 $790,000
Q1 2022

Apr 29, 2022

BUY
$191.52 - $225.32 $1.53 Million - $1.8 Million
7,978 New
7,978 $1.64 Million
Q4 2021

Feb 14, 2022

SELL
$212.12 - $242.56 $546,845 - $625,319
-2,578 Closed
0 $0
Q3 2021

Nov 08, 2021

BUY
$211.73 - $231.39 $545,839 - $596,523
2,578 New
2,578 $564,000
Q2 2021

Jan 28, 2022

SELL
$211.85 - $232.89 $680,885 - $748,508
-3,214 Closed
0 $0
Q1 2021

Jan 27, 2022

BUY
$193.5 - $234.42 $621,909 - $753,425
3,214 New
3,214 $710,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Summit Global Investments Portfolio

Follow Summit Global Investments and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Global Investments, based on Form 13F filings with the SEC.

News

Stay updated on Summit Global Investments with notifications on news.