Summit Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,762 shares of IWO stock, worth $456,498. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,762
Previous 1,796 1.89%
Holding current value
$456,498
Previous $510 Million 0.57%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$278.19 - $315.36 $9,458 - $10,722
-34 Reduced 1.89%
1,762 $507 Million
Q4 2022

Sep 11, 2024
SELL
$205.84 - $231.03 $1,440 - $1,617
-7 Reduced 0.39%
1,796 $385 Million
Q3 2022

Sep 11, 2024
BUY
$202.93 - $248.43 $1,420 - $1,739
7 Added 0.39%
1,803 $372 Million
Q4 2021

Sep 10, 2024
SELL
$280.02 - $327.35 $35,282 - $41,246
-126 Reduced 6.56%
1,796 $526 Million
Q1 2021

Sep 10, 2024
SELL
$282.5 - $336.63 $1,130 - $1,346
-4 Reduced 0.21%
1,922 $578 Million
Q1 2020

Sep 10, 2024
BUY
$135.58 - $225.25 $261,127 - $433,831
1,926 New
1,926 $305 Million

Others Institutions Holding IWO

# of Institutions
1,166
Shares Held
35.3M
Call Options Held
174K
Put Options Held
60.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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