Summit Financial, LLC Ishares Tr Transaction History

Summit Financial, LLC

$2.18 Billion
Q2 2024

A detailed history of Summit Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial, LLC holds 16,255 shares of IDV stock, worth $482,610. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,255

Holding current value

$482,610

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$26.94 - $30.1 $437,909 - $489,275	16,255 New	16,255 $449,000

Others Institutions Holding IDV

# of Institutions

465

Shares Held

82.4M

Call Options Held

24.7K

Put Options Held

23.3K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$321 Million
0.03% of portfolio
River & Mercantile LLC Waltham, MA

7.33M
Shares

$218 Million
36.78% of portfolio
Morgan Stanley New York, NY

6.62M
Shares

$197 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.29M
Shares

$157 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.64M
Shares

$108 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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