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 16,301 shares of IDV stock, worth $547,550. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,301
Previous 16,247 0.33%
Holding current value
$547,550
Previous $444,000 13.74%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$27.0 - $31.7 $1,458 - $1,711
54 Added 0.33%
16,301 $505,000
Q4 2024

Feb 12, 2025
BUY
$27.03 - $29.92 $14,623 - $16,186
541 Added 3.44%
16,247 $444,000
Q3 2024

Nov 12, 2024
SELL
$27.62 - $30.64 $15,163 - $16,821
-549 Reduced 3.38%
15,706 $474,000
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
504
Shares Held
79.1M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

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