Summit Financial, LLC Ishares Tr Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial, LLC holds 9,507 shares of IYH stock, worth $576,029. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,507
Previous 12,166 21.86%
Holding current value
$576,029
Previous $790,000 30.0%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$57.53 - $65.24 $152,972 - $173,473
-2,659 Reduced 21.86%
9,507 $553,000
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

# of Institutions
551
Shares Held
24.4M
Call Options Held
5.3K
Put Options Held
500
View Full List

About ISHARES TR

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