Summit Financial Group, Inc. Ishares Core S&P Total U.S. St Transaction History
Summit Financial Group, Inc.
- $279 Million
- Q1 2024
A detailed history of Summit Financial Group, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Summit Financial Group, Inc. holds 2,310 shares of ITOT stock, worth $306,051. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,310
Previous 2,310
-0.0%
Holding current value
$306,051
Previous $243,000
9.47%
% of portfolio
0.1%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding ITOT
# of Institutions
1,437Shares Held
326MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.3 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.46 Billion0.13% of portfolio
-
Life Planning Partners, Inc24MShares$3.18 Billion22.76% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio