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 $336,613. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,310

Previous 2,310 -0.0%

Holding current value

$336,613

Previous $243,000 9.47%

% of portfolio

0.1%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,640

Shares Held

325M

Call Options Held

69.1K

Put Options Held

33.4K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

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.

Account

Summit Financial Group, Inc. Ishares Core S&P Total U.S. St Transaction History