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 $303,765. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,310
Previous 2,310 -0.0%
Holding current value
$303,765
Previous $243,000 9.47%
% of portfolio
0.1%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$90.04 - $105.69 $18,008 - $21,138
-200 Reduced 7.97%
2,310 $243,000
Q4 2022

Jan 09, 2023

BUY
$79.44 - $90.48 $199,394 - $227,104
2,510 New
2,510 $213,000
Q1 2022

Apr 08, 2022

SELL
$93.09 - $107.63 $4,654 - $5,381
-50 Reduced 1.95%
2,510 $253,000
Q2 2021

Jul 06, 2021

SELL
$92.76 - $98.86 $26,436 - $28,175
-285 Reduced 10.02%
2,560 $253,000
Q4 2020

Jan 07, 2021

SELL
$74.05 - $86.22 $72,198 - $84,064
-975 Reduced 25.52%
2,845 $245,000
Q2 2019

Jul 03, 2019

BUY
$62.47 - $67.06 $238,635 - $256,169
3,820 New
3,820 $255,000

Others Institutions Holding ITOT

About ISHARES CORE S&P TOTAL U.S. ST


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Summit Financial Group, Inc. Portfolio

Follow Summit Financial Group, Inc. 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 Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Group, Inc. with notifications on news.