Summit Investment Advisory Services, LLC Ishares Russell 2000 ETF Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,121 shares of IWM stock, worth $480,364. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,121

Previous 2,120 0.05%

Holding current value

$480,364

Previous $468 Million 0.07%

% of portfolio

0.24%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$216.13 - $242.4 $216 - $242	1 Added 0.05%	2,121 $469 Million
Q3 2024 Oct 16, 2024	BUY	$200.87 - $224.6 $425,844 - $476,152	2,120 New	2,120 $468 Million
Q1 2024 Apr 18, 2024	BUY	$189.48 - $210.3 $21,411 - $23,763	113 Added 5.34%	2,229 $469 Million
Q4 2023 Jan 18, 2024	BUY	$162.21 - $204.82 $486 - $614	3 Added 0.14%	2,116 $425 Million
Q3 2023 Oct 10, 2023	SELL	$174.36 - $198.71 $81,949 - $93,393	-470 Reduced 18.2%	2,113 $374 Million
Q2 2023 Jul 26, 2023	BUY	$170.4 - $187.93 $18,744 - $20,672	110 Added 4.45%	2,583 $484 Million
Q1 2023 Apr 17, 2023	BUY	$170.25 - $198.32 $1,872 - $2,181	11 Added 0.45%	2,473 $441 Million
Q4 2022 Feb 02, 2023	BUY	$166.81 - $188.05 $410,686 - $462,979	2,462 New	2,462 $429 Million

Others Institutions Holding IWM

# of Institutions

2,761

Shares Held

308M

Call Options Held

232M

Put Options Held

522M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Summit Investment Advisory Services, LLC Ishares Russell 2000 ETF Transaction History