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 $728,013. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,166
Previous 13,161 7.56%
Holding current value
$728,013
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
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