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

Summit Wealth & Retirement Planning, Inc.

  • $389 Million
  • Q3 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 $588,240. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,599
Previous 1,599 -0.0%
Holding current value
$588,240
Previous $542,000 7.75%
% of portfolio
0.15%
Previous 0.15%

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
1,631
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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