Summit Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,783 shares of IWN stock, worth $297,243. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,783

Holding current value

$297,243

% of portfolio

0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$150.05 - $171.34 $267,539 - $305,499	1,783 New	1,783 $297 Million
Q3 2022 Sep 11, 2024	SELL	$128.93 - $159.38 $206,159 - $254,848	-1,599 Closed	0 $0
Q2 2022 Sep 11, 2024	SELL	$134.47 - $162.71 $57,956 - $70,128	-431 Reduced 21.23%	1,599 $218 Million
Q1 2022 Sep 11, 2024	BUY	$151.25 - $169.21 $1,966 - $2,199	13 Added 0.64%	2,030 $328 Million
Q3 2021 Sep 10, 2024	BUY	$152.99 - $167.43 $11,168 - $12,222	73 Added 3.76%	2,017 $323 Million
Q2 2021 Sep 10, 2024	BUY	$156.91 - $173.97 $13,023 - $14,439	83 Added 4.46%	1,944 $322 Million
Q1 2021 Sep 10, 2024	BUY	$130.0 - $169.53 $14,300 - $18,648	110 Added 6.28%	1,861 $297 Million
Q4 2020 Sep 10, 2024	BUY	$100.9 - $132.3 $176,675 - $231,657	1,751 New	1,751 $231 Million

Others Institutions Holding IWN

# of Institutions

1,016

Shares Held

60.1M

Call Options Held

280K

Put Options Held

140K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
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Summit Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History