Summit Wealth Partners, LLC Ishares Russell Midcap Value E Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,016 shares of IWS stock, worth $259,499. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,016
Previous 3,286 38.65%
Holding current value
$259,499
Previous $435 Million 39.99%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Jan 27, 2025
SELL
$128.08 - $140.32 $162,661 - $178,206
-1,270 Reduced 38.65%
2,016 $261 Million
Q3 2024

Oct 28, 2024
SELL
$119.52 - $132.25 $26,652 - $29,491
-223 Reduced 6.36%
3,286 $435 Million
Q2 2024

Sep 11, 2024
SELL
$117.31 - $125.13 $119,656 - $127,632
-1,020 Reduced 22.52%
3,509 $424 Million
Q1 2024

Sep 11, 2024
BUY
$112.43 - $125.33 $53,291 - $59,406
474 Added 11.69%
4,529 $568 Million
Q4 2023

Sep 11, 2024
SELL
$97.63 - $117.08 $7,712 - $9,249
-79 Reduced 1.91%
4,055 $472 Million
Q3 2023

Sep 11, 2024
SELL
$103.48 - $114.68 $34,976 - $38,761
-338 Reduced 7.56%
4,134 $431 Million
Q2 2023

Sep 11, 2024
BUY
$101.5 - $109.84 $5,278 - $5,711
52 Added 1.18%
4,472 $491 Million
Q1 2023

Sep 11, 2024
BUY
$100.22 - $116.23 $16,135 - $18,713
161 Added 3.78%
4,420 $469 Million
Q4 2022

Sep 11, 2024
BUY
$96.57 - $111.69 $965 - $1,116
10 Added 0.24%
4,259 $449 Million
Q3 2022

Sep 11, 2024
SELL
$96.05 - $115.74 $102,197 - $123,147
-1,064 Reduced 20.03%
4,249 $408 Million
Q2 2022

Sep 11, 2024
SELL
$99.42 - $121.64 $203,214 - $248,632
-2,044 Reduced 27.78%
5,313 $540 Million
Q1 2022

Sep 11, 2024
BUY
$112.23 - $123.59 $7,407 - $8,156
66 Added 0.91%
7,357 $880 Million
Q4 2021

Sep 10, 2024
BUY
$114.04 - $122.75 $53,940 - $58,060
473 Added 6.94%
7,291 $892 Million
Q3 2021

Sep 10, 2024
SELL
$110.67 - $119.04 $1,328 - $1,428
-12 Reduced 0.18%
6,818 $772 Million
Q2 2021

Sep 10, 2024
BUY
$110.51 - $117.85 $18,344 - $19,563
166 Added 2.49%
6,830 $785 Million
Q1 2021

Sep 10, 2024
BUY
$95.27 - $111.97 $269,328 - $316,539
2,827 Added 73.68%
6,664 $728 Million
Q4 2020

Sep 10, 2024
BUY
$80.93 - $96.96 $310,528 - $372,035
3,837 New
3,837 $372 Million
Q4 2019

Sep 09, 2024
BUY
$86.25 - $94.77 $221,748 - $243,653
2,571 New
2,571 $244 Million

Others Institutions Holding IWS

# of Institutions
1,021
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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