Summit Financial Consulting LLC Ishares Tr Transaction History
Summit Financial Consulting LLC
- $111 Billion
- Q2 2025
A detailed history of Summit Financial Consulting LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial Consulting LLC holds 129,917 shares of IYE stock, worth $5.91 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
129,917
Previous 112,711
15.27%
Holding current value
$5.91 Million
Previous $5.56 Billion
5.73%
% of portfolio
5.28%
Previous 5.16%
Shares
2 transactions
Others Institutions Holding IYE
# of Institutions
338Shares Held
14.8MCall Options Held
9KPut Options Held
1K-
Morgan Stanley New York, NY2.11MShares$96.2 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.49MShares$67.6 Million1.77% of portfolio
-
Bank Of America Corp Charlotte, NC1.21MShares$54.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$48 Million0.01% of portfolio
-
Ubs Group Ag829KShares$37.7 Million0.01% of portfolio