Summit Asset Management, LLC Ishares Barclays Transaction History

Summit Asset Management, LLC

  • $866 Million
  • Q3 2024

A detailed history of Summit Asset Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Summit Asset Management, LLC holds 180,394 shares of IEF stock, worth $16.7 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
180,394
Previous 163,221 10.52%
Holding current value
$16.7 Million
Previous $15.3 Million 15.8%
% of portfolio
2.04%
Previous 1.81%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$92.67 - $99.14 $1.59 Million - $1.7 Million
17,173 Added 10.52%
180,394 $17.7 Million
Q2 2024

Aug 05, 2024
BUY
$91.24 - $94.6 $968,603 - $1 Million
10,616 Added 6.96%
163,221 $15.3 Million
Q1 2024

May 06, 2024
BUY
$93.54 - $96.82 $1.43 Million - $1.48 Million
15,295 Added 11.14%
152,605 $14.4 Million
Q4 2023

Feb 06, 2024
BUY
$88.95 - $97.0 $11.9 Million - $12.9 Million
133,310 Added 3332.75%
137,310 $13.2 Million
Q2 2023

Aug 07, 2023
BUY
$96.39 - $100.48 $385,560 - $401,920
4,000 New
4,000 $386,000

Others Institutions Holding IEF

# of Institutions
1,055
Shares Held
280M
Call Options Held
13.2M
Put Options Held
13.9M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Summit Asset Management, LLC Portfolio

Follow Summit Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Summit Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email