Summit Place Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Summit Place Financial Advisors, LLC

$197 Million
Q3 2025

A detailed history of Summit Place Financial Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 682 shares of IWB stock, worth $250,894. This represents 0.13% of its overall portfolio holdings.

Number of Shares

682

Previous 682 -0.0%

Holding current value

$250,894

Previous $231,000 7.79%

% of portfolio

0.13%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$283.28 - $314.39 $254,951 - $282,951	-900 Reduced 56.89%	682 $214,000
Q2 2024 Jul 25, 2024	SELL	$272.21 - $298.72 $37,020 - $40,625	-136 Reduced 7.92%	1,582 $470,000
Q1 2024 Apr 30, 2024	SELL	$257.46 - $288.1 $15,447 - $17,286	-60 Reduced 3.37%	1,718 $494,000
Q4 2023 Feb 07, 2024	BUY	$225.16 - $263.17 $47,283 - $55,265	210 Added 13.39%	1,778 $466,000
Q2 2022 Aug 04, 2022	SELL	$201.03 - $253.2 $3,015 - $3,798	-15 Reduced 0.95%	1,568 $326,000

Q4 2021 Jan 25, 2022	BUY	$241.33 - $266.02 $1,930 - $2,128	8 Added 0.51%	1,583 $419,000
Q3 2020 Oct 28, 2020	BUY	$172.79 - $199.44 $272,144 - $314,118	1,575 New	1,575 $295,000

Others Institutions Holding IWB

# of Institutions

1,619

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Summit Place Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History