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

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 54,664 shares of IWF stock, worth $21.1 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares
54,664
Previous 55,567 1.63%
Holding current value
$21.1 Million
Previous $20.3 Billion 1.31%
% of portfolio
3.95%
Previous 4.2%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$332.02 - $382.76 $299,814 - $345,632
-903 Reduced 1.63%
54,664 $20.5 Billion
Q2 2024

Sep 11, 2024
SELL
$316.15 - $367.33 $1.17 Million - $1.35 Million
-3,686 Reduced 6.22%
55,567 $20.3 Billion
Q1 2024

Sep 11, 2024
SELL
$294.43 - $339.01 $477,565 - $549,874
-1,622 Reduced 2.66%
59,253 $20 Billion
Q4 2023

Sep 11, 2024
SELL
$256.94 - $304.21 $367,167 - $434,716
-1,429 Reduced 2.29%
60,875 $18.5 Billion
Q3 2023

Sep 11, 2024
SELL
$263.8 - $285.38 $72,281 - $78,194
-274 Reduced 0.44%
62,304 $16.6 Billion
Q2 2023

Sep 11, 2024
SELL
$239.31 - $275.18 $547,062 - $629,061
-2,286 Reduced 3.52%
62,578 $17.2 Billion
Q1 2023

Sep 11, 2024
BUY
$209.92 - $244.33 $306,273 - $356,477
1,459 Added 2.3%
64,864 $15.8 Billion
Q4 2022

Sep 11, 2024
SELL
$207.03 - $232.89 $732,058 - $823,499
-3,536 Reduced 5.28%
63,405 $13.6 Billion
Q3 2022

Sep 11, 2024
SELL
$210.4 - $257.47 $819,718 - $1 Million
-3,896 Reduced 5.5%
66,941 $14.1 Billion
Q2 2022

Sep 11, 2024
SELL
$209.9 - $283.21 $1.33 Million - $1.79 Million
-6,337 Reduced 8.21%
70,837 $15.5 Billion
Q1 2022

Sep 11, 2024
SELL
$246.62 - $307.78 $184,718 - $230,527
-749 Reduced 0.96%
77,174 $21.4 Billion
Q4 2021

Sep 10, 2024
BUY
$270.99 - $309.52 $215,166 - $245,758
794 Added 1.03%
77,923 $23.8 Billion
Q3 2021

Sep 10, 2024
BUY
$272.07 - $292.68 $289,210 - $311,118
1,063 Added 1.4%
77,129 $21.1 Billion
Q2 2021

Sep 10, 2024
BUY
$244.58 - $272.16 $425,080 - $473,014
1,738 Added 2.34%
76,066 $20.7 Billion
Q1 2021

Sep 10, 2024
BUY
$230.04 - $254.69 $762,582 - $844,297
3,315 Added 4.67%
74,328 $18.1 Billion
Q4 2020

Sep 10, 2024
BUY
$209.58 - $241.25 $1.01 Million - $1.17 Million
4,837 Added 7.31%
71,013 $17.1 Billion
Q3 2020

Sep 10, 2024
BUY
$194.64 - $233.83 $570,295 - $685,121
2,930 Added 4.63%
66,176 $14.4 Billion
Q2 2020

Sep 10, 2024
BUY
$144.16 - $193.61 $9,226 - $12,391
64 Added 0.1%
63,246 $12.1 Billion
Q1 2020

Sep 10, 2024
SELL
$131.63 - $192.29 $105,435 - $154,024
-801 Reduced 1.25%
63,182 $9.52 Billion
Q4 2019

Sep 09, 2024
BUY
$155.29 - $176.84 $9.94 Million - $11.3 Million
63,983 New
63,983 $11.3 Billion

Others Institutions Holding IWF

# of Institutions
2,168
Shares Held
206M
Call Options Held
396K
Put Options Held
84.5K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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