Summit Financial, LLC Ishares Tr Transaction History

Summit Financial, LLC

$3.54 Billion
Q1 2025

A detailed history of Summit Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial, LLC holds 5,298 shares of IAK stock, worth $701,614. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,298

Holding current value

$701,614

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$121.85 - $137.9 $645,561 - $730,594	5,298 New	5,298 $730,000

Others Institutions Holding IAK

# of Institutions

180

Shares Held

3.86M

Call Options Held

2.2K

Put Options Held

Morgan Stanley New York, NY

352K
Shares

$46.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

259K
Shares

$34.4 Million
0.01% of portfolio
Spc Financial, Inc.

164K
Shares

$21.7 Million
2.0% of portfolio
Lpl Financial LLC Fort Mill, SC

160K
Shares

$21.2 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

147K
Shares

$19.5 Million
0.07% of portfolio

View Full List

About ISHARES TR

Ticker IAK
Sector ETFs
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