Summit Financial Group, Inc. Ishares Tr Transaction History

Summit Financial Group, Inc.

  • $279 Million
  • Q1 2024

A detailed history of Summit Financial Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial Group, Inc. holds 4,465 shares of IYR stock, worth $390,553. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,465
Previous 4,085 9.3%
Holding current value
$390,553
Previous $373,000 7.51%
% of portfolio
0.14%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
BUY
$85.32 - $92.22 $32,421 - $35,043
380 Added 9.3%
4,465 $401,000
Q4 2023

Jan 12, 2024
BUY
$73.28 - $92.46 $299,348 - $377,699
4,085 New
4,085 $373,000
Q1 2023

Apr 11, 2023
SELL
$78.73 - $95.24 $13,777 - $16,667
-175 Reduced 6.54%
2,500 $212,000
Q3 2022

Oct 12, 2022
SELL
N/A
-50 Reduced 1.83%
2,675 $218,000
Q1 2021

Apr 07, 2021
BUY
N/A
55 Added 2.06%
2,725 $251,000
Q2 2020

Jul 06, 2020
BUY
N/A
2,670 New
2,670 $210,000
Q1 2020

Apr 03, 2020
SELL
N/A
-2,750 Closed
0 $0
Q2 2019

Jul 03, 2019
BUY
N/A
2,750 New
2,750 $240,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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