Summit Financial, LLC Ishares Tr Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial, LLC holds 3,734 shares of DVY stock, worth $525,149. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,734

Previous 3,495 6.84%

Holding current value

$525,149

Previous $464,000 14.22%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$133.88 - $142.57 $31,997 - $34,074	239 Added 6.84%	3,734 $530,000
Q2 2025 Aug 13, 2025	BUY	$118.37 - $134.86 $3,432 - $3,910	29 Added 0.84%	3,495 $464,000
Q1 2025 May 14, 2025	BUY	$128.58 - $138.1 $2,571 - $2,762	20 Added 0.58%	3,466 $465,000
Q4 2024 Feb 12, 2025	BUY	$129.55 - $143.41 $52,338 - $57,937	404 Added 13.28%	3,446 $452,000
Q3 2024 Nov 12, 2024	SELL	$119.99 - $135.74 $24,237 - $27,419	-202 Reduced 6.23%	3,042 $410,000

Q2 2024 Jul 31, 2024	BUY	$115.73 - $125.75 $375,428 - $407,933	3,244 New	3,244 $392,000

Others Institutions Holding DVY

# of Institutions

1,488

Shares Held

69.2M

Call Options Held

1.01M

Put Options Held

70.3K

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About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Summit Financial, LLC Ishares Tr Transaction History