Summit Wealth Partners, LLC Ishares Tr Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 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 28,161 shares of IXUS stock, worth $1.99 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

28,161

Previous 28,414 0.89%

Holding current value

$1.99 Million

Previous $2.06 Billion 9.75%

% of portfolio

0.38%

Previous 0.4%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$65.95 - $72.56 $16,685 - $18,357	-253 Reduced 0.89%	28,161 $1.86 Billion
Q3 2024 Oct 28, 2024	BUY	$64.9 - $73.35 $33,748 - $38,142	520 Added 1.86%	28,414 $2.06 Billion
Q2 2024 Sep 11, 2024	BUY	$65.1 - $70.07 $99,147 - $106,716	1,523 Added 5.78%	27,894 $1.88 Billion
Q1 2024 Sep 11, 2024	BUY	$62.39 - $67.92 $40,803 - $44,419	654 Added 2.54%	26,371 $1.79 Billion
Q4 2023 Sep 11, 2024	BUY	$57.18 - $64.93 $6,289 - $7,142	110 Added 0.43%	25,717 $1.67 Billion
Q3 2023 Sep 11, 2024	BUY	$59.72 - $65.1 $27,172 - $29,620	455 Added 1.81%	25,607 $1.54 Billion
Q2 2023 Sep 11, 2024	BUY	$60.88 - $63.83 $15,524 - $16,276	255 Added 1.02%	25,152 $1.58 Billion
Q1 2023 Sep 11, 2024	BUY	$58.3 - $63.56 $5,655 - $6,165	97 Added 0.39%	24,897 $1.54 Billion
Q4 2022 Sep 11, 2024	SELL	$50.56 - $60.03 $1,769 - $2,101	-35 Reduced 0.14%	24,800 $1.44 Billion
Q3 2022 Sep 11, 2024	SELL	$50.92 - $60.43 $32,843 - $38,977	-645 Reduced 2.53%	24,835 $1.26 Billion
Q2 2022 Sep 11, 2024	SELL	$56.25 - $67.81 $19,462 - $23,462	-346 Reduced 1.34%	25,480 $1.45 Billion
Q1 2022 Sep 11, 2024	BUY	$61.54 - $72.2 $39,631 - $46,496	644 Added 2.56%	25,826 $1.72 Billion
Q4 2021 Sep 10, 2024	SELL	$68.64 - $74.15 $3,157 - $3,410	-46 Reduced 0.18%	25,182 $1.79 Billion
Q3 2021 Sep 10, 2024	SELL	$70.98 - $74.79 $851 - $897	-12 Reduced 0.05%	25,228 $1.79 Billion
Q2 2021 Sep 10, 2024	BUY	$71.2 - $75.53 $48,700 - $51,662	684 Added 2.79%	25,240 $1.85 Billion
Q1 2021 Sep 10, 2024	BUY	$67.31 - $72.38 $11,913 - $12,811	177 Added 0.73%	24,556 $1.73 Billion
Q4 2020 Sep 10, 2024	BUY	$57.1 - $67.59 $25,124 - $29,739	440 Added 1.84%	24,379 $1.64 Billion
Q3 2020 Sep 10, 2024	BUY	$54.89 - $60.22 $73,278 - $80,393	1,335 Added 5.91%	23,939 $1.4 Billion
Q2 2020 Sep 10, 2024	SELL	$44.8 - $57.28 $92,019 - $117,653	-2,054 Reduced 8.33%	22,604 $1.23 Billion
Q1 2020 Sep 10, 2024	BUY	$40.8 - $63.03 $83,028 - $128,266	2,035 Added 9.0%	24,658 $1.16 Billion
Q4 2019 Sep 09, 2024	BUY	$56.35 - $62.1 $1.27 Million - $1.4 Million	22,623 New	22,623 $1.4 Billion

Others Institutions Holding IXUS

# of Institutions

849

Shares Held

484M

Call Options Held

1.9K

Put Options Held

700

View Full List

About ISHARES TR

Ticker IXUS
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Summit Wealth Partners, LLC Ishares Tr Transaction History