Summit Wealth & Retirement Planning, Inc. Ishares Tr Russell 1000 ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $312 Million
  • Q1 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,599 shares of IWB stock, worth $487,167. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,599
Previous 1,599 -0.0%
Holding current value
$487,167
Previous $515,000 4.85%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$257.46 - $288.1 $411,678 - $460,671
1,599 New
1,599 $460,000
Q1 2020

May 11, 2020
SELL
$122.99 - $188.06 $195,800 - $299,391
-1,592 Closed
0 $0
Q3 2019

Nov 12, 2019
SELL
$163.68 - $167.08 $557,821 - $569,408
-3,408 Reduced 68.16%
1,592 $262,000
Q4 2018

Feb 08, 2019
BUY
N/A
5,000 New
5,000 $693,000

Others Institutions Holding IWB

# of Institutions
1,481
Shares Held
97M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Summit Wealth & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email