Summit Financial, LLC Ishares Tr Us Broker Dealers & Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Summit Financial, LLC holds 2,322 shares of IAI stock, worth $369,523. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,322
Previous 2,383 2.56%
Holding current value
$369,523
Previous $306,000 9.15%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$127.59 - $153.41 $7,782 - $9,358
-61 Reduced 2.56%
2,322 $334,000
Q3 2023

Nov 07, 2023
SELL
$89.26 - $99.15 $5,355 - $5,949
-60 Reduced 2.46%
2,383 $216,000
Q2 2023

Aug 11, 2023
BUY
$85.9 - $93.7 $209,853 - $228,909
2,443 New
2,443 $221,000

Others Institutions Holding IAI

# of Institutions
193
Shares Held
10.5M
Call Options Held
26.7K
Put Options Held
7.1K
View Full List

About ISHARES TR US BROKER-DEALERS &

IAI Quotes by TradingView
  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
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