Summit Financial, LLC Ishares Tr Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial, LLC holds 1,552,485 shares of IBDV stock, worth $34.2 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
1,552,485Holding current value
$34.2 Million% of portfolio
0.57%Shares
1 transactions
Others Institutions Holding IBDV
# of Institutions
286Shares Held
77.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.63MShares$124 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC5.55MShares$122 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$85 Million0.15% of portfolio
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Capital Investment Advisors, LLC3.68MShares$81.1 Million1.41% of portfolio
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Capital Advisors Inc2.94MShares$64.9 Million1.11% of portfolio