Summit Wealth Partners, LLC Ishares Tr Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 16,000 shares of HYG stock, worth $1.27 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

16,000

Previous 19,781 19.11%

Holding current value

$1.27 Million

Previous $1.53 Billion 15.8%

% of portfolio

0.25%

Previous 0.32%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$76.72 - $80.36 $290,078 - $303,841	-3,781 Reduced 19.11%	16,000 $1.28 Billion
Q2 2024 Sep 11, 2024	BUY	$75.68 - $77.45 $133,196 - $136,312	1,760 Added 9.77%	19,781 $1.53 Billion
Q1 2024 Sep 11, 2024	BUY	$76.57 - $77.9 $48,085 - $48,921	628 Added 3.61%	18,021 $1.4 Billion
Q4 2023 Sep 11, 2024	BUY	$71.78 - $77.94 $30,937 - $33,592	431 Added 2.54%	17,393 $1.35 Billion
Q3 2023 Sep 11, 2024	BUY	$73.48 - $75.65 $8,376 - $8,624	114 Added 0.68%	16,962 $1.25 Billion
Q2 2023 Sep 11, 2024	BUY	$73.57 - $75.42 $27,368 - $28,056	372 Added 2.26%	16,848 $1.26 Billion
Q1 2023 Sep 11, 2024	BUY	$73.04 - $77.2 $2,848 - $3,010	39 Added 0.24%	16,476 $1.24 Billion
Q4 2022 Sep 11, 2024	SELL	$71.24 - $76.11 $146,540 - $156,558	-2,057 Reduced 11.12%	16,437 $1.21 Billion
Q3 2022 Sep 11, 2024	SELL	$71.13 - $78.94 $93,464 - $103,727	-1,314 Reduced 6.63%	18,494 $1.32 Billion
Q2 2022 Sep 11, 2024	SELL	$73.1 - $82.57 $18,201 - $20,559	-249 Reduced 1.24%	19,808 $1.46 Billion
Q1 2022 Sep 11, 2024	BUY	$79.97 - $86.97 $39,345 - $42,789	492 Added 2.51%	20,057 $1.65 Billion
Q4 2021 Sep 10, 2024	SELL	$85.37 - $87.5 $31,330 - $32,112	-367 Reduced 1.84%	19,565 $1.7 Billion
Q3 2021 Sep 10, 2024	BUY	$86.98 - $88.14 $45,229 - $45,832	520 Added 2.68%	19,932 $1.74 Billion
Q2 2021 Sep 10, 2024	BUY	$86.61 - $88.04 $17,928 - $18,224	207 Added 1.08%	19,412 $1.71 Billion
Q1 2021 Sep 10, 2024	BUY	$85.73 - $87.78 $52,295 - $53,545	610 Added 3.28%	19,205 $1.67 Billion
Q4 2020 Sep 10, 2024	BUY	$83.46 - $87.3 $123,020 - $128,680	1,474 Added 8.61%	18,595 $1.62 Billion
Q3 2020 Sep 10, 2024	BUY	$81.53 - $85.39 $47,042 - $49,270	577 Added 3.49%	17,121 $1.44 Billion
Q2 2020 Sep 10, 2024	SELL	$73.55 - $84.56 $12,724 - $14,628	-173 Reduced 1.03%	16,544 $1.35 Billion
Q1 2020 Sep 10, 2024	BUY	$68.63 - $88.43 $62,316 - $80,294	908 Added 5.74%	16,717 $1.29 Billion
Q4 2019 Sep 09, 2024	BUY	$86.04 - $88.21 $1.36 Million - $1.39 Million	15,809 New	15,809 $1.39 Billion

Others Institutions Holding HYG

# of Institutions

1,079

Shares Held

235M

Call Options Held

97.2M

Put Options Held

326M

View Full List

About ISHARES TR

Ticker HYG
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Summit Wealth Partners, LLC Ishares Tr Transaction History