A detailed history of Summit Financial, LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Summit Financial, LLC holds 6,346 shares of IBB stock, worth $912,237. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,346
Previous 5,732 10.71%
Holding current value
$912,237
Previous $786,000 10.81%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$124.64 - $139.96 $76,528 - $85,935
614 Added 10.71%
6,346 $871,000
Q1 2024

Apr 24, 2024

BUY
$132.3 - $140.89 $758,343 - $807,581
5,732 New
5,732 $786,000
Q3 2022

Nov 15, 2022

BUY
$113.42 - $134.82 $1,701 - $2,022
15 Added 0.47%
3,191 $373 Million
Q2 2022

Aug 12, 2022

BUY
$105.82 - $134.76 $336,084 - $427,997
3,176 New
3,176 $0

Others Institutions Holding IBB

About ISHARES BIOTECHNOLOGY ETF


  • Ticker IBB
  • Sector ETFs
  • Industry ETFs
More about IBB
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.