Summit Wealth Partners, LLC Ishares Core S&P U.S. Value Et Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 36,434 shares of IUSV stock, worth $3.51 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

36,434

Previous 34,440 5.79%

Holding current value

$3.51 Million

Previous $3.29 Billion 2.58%

% of portfolio

0.69%

Previous 0.63%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$91.94 - $100.02 $183,328 - $199,439	1,994 Added 5.79%	36,434 $3.37 Billion
Q3 2024 Oct 28, 2024	BUY	$87.56 - $95.49 $44,918 - $48,986	513 Added 1.51%	34,440 $3.29 Billion
Q2 2024 Sep 11, 2024	BUY	$85.39 - $90.42 $60,456 - $64,017	708 Added 2.13%	33,927 $2.99 Billion
Q1 2024 Sep 11, 2024	BUY	$82.87 - $90.44 $828 - $904	10 Added 0.03%	33,219 $3 Billion
Q4 2023 Sep 11, 2024	BUY	$71.48 - $84.61 $30,950 - $36,636	433 Added 1.32%	33,209 $2.8 Billion
Q3 2023 Sep 11, 2024	BUY	$74.38 - $81.04 $498,345 - $542,968	6,700 Added 25.69%	32,776 $2.45 Billion
Q2 2023 Sep 11, 2024	SELL	$72.65 - $78.26 $17,944 - $19,330	-247 Reduced 0.94%	26,076 $2.04 Billion
Q1 2023 Sep 11, 2024	SELL	$70.21 - $77.86 $42,547 - $47,183	-606 Reduced 2.25%	26,323 $1.94 Billion
Q4 2022 Sep 11, 2024	BUY	$63.23 - $73.93 $9,863 - $11,533	156 Added 0.58%	26,929 $1.9 Billion
Q3 2022 Sep 11, 2024	BUY	$62.61 - $73.64 $11,457 - $13,476	183 Added 0.69%	26,773 $1.68 Billion
Q2 2022 Sep 11, 2024	BUY	$64.88 - $77.18 $152,532 - $181,450	2,351 Added 9.7%	26,590 $1.78 Billion
Q1 2022 Sep 11, 2024	BUY	$71.81 - $77.49 $8,401 - $9,066	117 Added 0.49%	24,239 $1.84 Billion
Q4 2021 Sep 10, 2024	BUY	$71.13 - $76.45 $156,059 - $167,731	2,194 Added 10.01%	24,122 $1.84 Billion
Q3 2021 Sep 10, 2024	BUY	$69.93 - $74.13 $19,580 - $20,756	280 Added 1.29%	21,928 $1.55 Billion
Q2 2021 Sep 10, 2024	BUY	$69.41 - $73.87 $139,305 - $148,257	2,007 Added 10.22%	21,648 $1.56 Billion
Q1 2021 Sep 10, 2024	BUY	$61.28 - $69.6 $6,066 - $6,890	99 Added 0.51%	19,641 $1.35 Billion
Q4 2020 Sep 10, 2024	SELL	$53.17 - $62.19 $2,658 - $3,109	-50 Reduced 0.26%	19,542 $1.22 Billion
Q3 2020 Sep 10, 2024	BUY	$51.46 - $57.08 $7,255 - $8,048	141 Added 0.72%	19,592 $1.06 Billion
Q2 2020 Sep 10, 2024	BUY	$44.04 - $57.88 $4,888 - $6,424	111 Added 0.57%	19,451 $1.02 Billion
Q1 2020 Sep 10, 2024	SELL	$39.87 - $63.83 $2,591 - $4,148	-65 Reduced 0.33%	19,340 $893 Million
Q4 2019 Sep 09, 2024	BUY	$55.95 - $63.08 $1.09 Million - $1.22 Million	19,405 New	19,405 $1.22 Billion

Others Institutions Holding IUSV

# of Institutions

771

Shares Held

174M

Call Options Held

2.9K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

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 Core S&P U.S. Value Et Transaction History