Summit Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 25,748 shares of IWB stock, worth $9.47 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

25,748

Previous 26,266 1.97%

Holding current value

$9.47 Million

Previous $8.92 Billion 5.51%

% of portfolio

1.7%

Previous 1.7%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$339.37 - $366.46 $175,793 - $189,826	-518 Reduced 1.97%	25,748 $9.41 Billion
Q2 2025 Aug 11, 2025	SELL	$272.36 - $339.57 $371,226 - $462,833	-1,363 Reduced 4.93%	26,266 $8.92 Billion
Q1 2025 May 06, 2025	SELL	$302.31 - $337.54 $154,480 - $172,482	-511 Reduced 1.82%	27,629 $8.47 Billion
Q4 2024 Jan 27, 2025	SELL	$311.11 - $335.64 $1.02 Million - $1.1 Million	-3,283 Reduced 10.45%	28,140 $9.07 Billion
Q3 2024 Oct 28, 2024	SELL	$283.28 - $314.39 $376,195 - $417,509	-1,328 Reduced 4.05%	31,423 $9.88 Billion

Q2 2024 Sep 11, 2024	SELL	$272.21 - $298.72 $1.02 Million - $1.12 Million	-3,739 Reduced 10.25%	32,751 $9.74 Billion
Q1 2024 Sep 11, 2024	BUY	$257.46 - $288.1 $530,625 - $593,774	2,061 Added 5.99%	36,490 $10.5 Billion
Q4 2023 Sep 11, 2024	BUY	$225.16 - $263.17 $205,571 - $240,274	913 Added 2.72%	34,429 $9.03 Billion
Q3 2023 Sep 11, 2024	SELL	$234.05 - $252.17 $158,217 - $170,466	-676 Reduced 1.98%	33,516 $7.87 Billion
Q2 2023 Sep 11, 2024	SELL	$221.85 - $243.74 $187,906 - $206,447	-847 Reduced 2.42%	34,192 $8.33 Billion
Q1 2023 Sep 11, 2024	SELL	$208.78 - $230.55 $45,305 - $50,029	-217 Reduced 0.62%	35,039 $7.89 Billion
Q4 2022 Sep 11, 2024	BUY	$196.94 - $224.49 $53,764 - $61,285	273 Added 0.78%	35,256 $7.42 Billion
Q3 2022 Sep 11, 2024	SELL	$197.33 - $237.63 $517,596 - $623,303	-2,623 Reduced 6.97%	34,983 $6.9 Billion
Q2 2022 Sep 11, 2024	SELL	$201.03 - $253.2 $968,763 - $1.22 Million	-4,819 Reduced 11.36%	37,606 $7.81 Billion
Q1 2022 Sep 11, 2024	SELL	$230.48 - $266.11 $51,858 - $59,874	-225 Reduced 0.53%	42,425 $10.6 Billion
Q4 2021 Sep 10, 2024	SELL	$241.33 - $266.02 $58,643 - $64,642	-243 Reduced 0.57%	42,650 $11.3 Billion
Q3 2021 Sep 10, 2024	SELL	$239.32 - $255.42 $169,677 - $181,092	-709 Reduced 1.63%	42,893 $10.4 Billion
Q2 2021 Sep 10, 2024	BUY	$226.48 - $242.11 $393,848 - $421,029	1,739 Added 4.15%	43,602 $10.6 Billion
Q1 2021 Sep 10, 2024	BUY	$208.89 - $225.24 $315,215 - $339,887	1,509 Added 3.74%	41,863 $9.37 Billion
Q4 2020 Sep 10, 2024	BUY	$182.85 - $211.84 $2.02 Million - $2.34 Million	11,054 Added 37.73%	40,354 $8.55 Billion
Q3 2020 Sep 10, 2024	BUY	$172.79 - $199.44 $458,411 - $529,114	2,653 Added 9.96%	29,300 $5.48 Billion
Q2 2020 Sep 10, 2024	BUY	$135.3 - $179.75 $162,630 - $216,059	1,202 Added 4.72%	26,647 $4.57 Billion
Q1 2020 Sep 10, 2024	BUY	$122.99 - $188.06 $121,637 - $185,991	989 Added 4.04%	25,445 $3.6 Billion
Q4 2019 Sep 09, 2024	BUY	$159.7 - $178.97 $3.91 Million - $4.38 Million	24,456 New	24,456 $4.36 Billion

Others Institutions Holding IWB

# of Institutions

1,614

Shares Held

98.3M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Summit Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History