Summit Financial Consulting LLC Ishares Tr Transaction History

Summit Financial Consulting LLC

  • $125 Billion
  • Q3 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 54,506 shares of IYF stock, worth $6.74 Million. This represents 5.51% of its overall portfolio holdings.

Number of Shares
54,506
Previous 53,425 2.02%
Holding current value
$6.74 Million
Previous $6.46 Billion 6.79%
% of portfolio
5.51%
Previous 5.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$119.89 - $127.16 $129,601 - $137,459
1,081 Added 2.02%
54,506 $6.9 Billion
Q2 2025

Jul 09, 2025
BUY
$99.23 - $120.99 $45,745 - $55,776
461 Added 0.87%
53,425 $6.46 Billion
Q1 2025

Apr 29, 2025
BUY
$107.69 - $119.37 $5.7 Million - $6.32 Million
52,964 New
52,964 $5.98 Billion

Others Institutions Holding IYF

# of Institutions
508
Shares Held
19.8M
Call Options Held
18.2K
Put Options Held
44.1K
View Full List

About ISHARES TR

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