A detailed history of Summit Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial, LLC holds 12,166 shares of IYH stock, worth $718,402. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,166
Previous 13,161 7.56%
Holding current value
$718,402
Previous $806,000 1.99%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$60.29 - $66.38 $59,988 - $66,048
-995 Reduced 7.56%
12,166 $790,000
Q2 2024

Jul 31, 2024

BUY
$58.05 - $61.75 $324,789 - $345,491
5,595 Added 73.95%
13,161 $806,000
Q1 2024

Apr 24, 2024

BUY
$60.83 - $309.78 $460,239 - $2.34 Million
7,566 New
7,566 $468,000

Others Institutions Holding IYH

About ISHARES TR


  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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.