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

Summit Investment Advisory Services, LLC

  • $189 Billion
  • Q3 2024

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 $260,927. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,399
Previous 15,002 90.67%
Holding current value
$260,927
Previous $2.62 Billion 89.85%
% of portfolio
0.14%
Previous 3.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,716
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
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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