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 6,999 shares of IDV stock, worth $197,861. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,999

Holding current value

$197,861

% of portfolio

0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$27.62 - $30.64 $193,312 - $214,449	6,999 New	6,999 $212 Million
Q2 2024 Sep 11, 2024	SELL	$26.94 - $30.1 $471,611 - $526,930	-17,506 Closed	0 $0
Q1 2024 Sep 11, 2024	SELL	$26.95 - $28.13 $43,982 - $45,908	-1,632 Reduced 8.53%	17,506 $491 Million
Q4 2023 Sep 11, 2024	SELL	$24.46 - $28.13 $138,639 - $159,440	-5,668 Reduced 22.85%	19,138 $536 Million
Q3 2023 Sep 11, 2024	BUY	$25.3 - $27.59 $31,397 - $34,239	1,241 Added 5.27%	24,806 $630 Million
Q2 2023 Sep 11, 2024	SELL	$25.86 - $28.52 $8,016 - $8,841	-310 Reduced 1.3%	23,565 $620 Million
Q1 2023 Sep 11, 2024	BUY	$26.54 - $29.5 $159 - $177	6 Added 0.03%	23,875 $656 Million
Q4 2022 Sep 11, 2024	BUY	$22.26 - $27.56 $98,856 - $122,393	4,441 Added 22.86%	23,869 $648 Million
Q3 2022 Sep 11, 2024	BUY	$22.53 - $28.47 $40,914 - $51,701	1,816 Added 10.31%	19,428 $438 Million
Q2 2022 Sep 11, 2024	BUY	$26.84 - $32.0 $472,706 - $563,584	17,612 New	17,612 $478 Million

Others Institutions Holding IDV

# of Institutions

479

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC Ishares Tr Transaction History