Summit Investment Advisory Services, LLC Ishares Russell 1000 Val ETF Transaction History

Summit Investment Advisory Services, LLC

  • $251 Billion
  • Q3 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 1,399 shares of IWD stock, worth $286,501. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,399
Previous 1,399 -0.0%
Holding current value
$286,501
Previous $272 Million 4.82%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$192.76 - $203.86 $3.47 Million - $3.67 Million
-17,979 Reduced 92.78%
1,399 $272 Million
Q2 2025

Aug 04, 2025
BUY
$166.82 - $194.23 $3 Million - $3.49 Million
17,979 Added 1285.13%
19,378 $3.76 Billion
Q3 2024

Oct 16, 2024
SELL
$173.36 - $189.8 $2.36 Million - $2.58 Million
-13,603 Reduced 90.67%
1,399 $266 Million
Q2 2024

Jul 15, 2024
BUY
$169.4 - $179.05 $2.3 Million - $2.43 Million
13,586 Added 959.46%
15,002 $2.62 Billion
Q4 2022

Feb 02, 2023
BUY
$136.78 - $158.99 $193,680 - $225,129
1,416 New
1,416 $215 Million

Others Institutions Holding IWD

# of Institutions
1,993
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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