Summit Financial Consulting LLC Ishares Tr Us Telecommunicatio Transaction History
Summit Financial Consulting LLC
- $125 Billion
- Q3 2025
A detailed history of Summit Financial Consulting LLC transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Summit Financial Consulting LLC holds 210,746 shares of IYZ stock, worth $6.78 Million. This represents 5.43% of its overall portfolio holdings.
Number of Shares
210,746
Previous 223,167
5.57%
Holding current value
$6.78 Million
Previous $6.65 Billion
2.3%
% of portfolio
5.43%
Previous 5.97%
Shares
3 transactions
Others Institutions Holding IYZ
# of Institutions
173Shares Held
17.9MCall Options Held
18.6KPut Options Held
0-
Morgan Stanley New York, NY2.09MShares$67.2 Million0.0% of portfolio
-
Citigroup Inc2.09MShares$67.1 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.62MShares$52.1 Million0.0% of portfolio
-
Pinkerton Retirement Specialists, LLC Coeur D Alene, ID1.2MShares$38.6 Million4.19% of portfolio
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Sherman Porfolios, LLC Coeur D'alene, ID818KShares$26.3 Million9.42% of portfolio