Summit Wealth Partners, LLC Ishares Tr Transaction History

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 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 27,894 shares of IXUS stock, worth $1.99 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
27,894
Previous 26,371 5.78%
Holding current value
$1.99 Million
Previous $1.79 Billion 5.31%
% of portfolio
0.39%
Previous 0.38%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
767
Shares Held
486M
Call Options Held
5.8K
Put Options Held
100
View Full List

About ISHARES TR

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