Summit Financial Strategies, Inc. Ishares Tr Transaction History

Summit Financial Strategies, Inc.

$914 Million
Q1 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	SELL	$51.49 - $58.47 $253,382 - $287,730	-4,921 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$49.12 - $55.49 $100,548 - $113,588	2,047 Added 71.22%	4,921 $265,000
Q3 2020 Nov 16, 2020	SELL	$49.13 - $53.95 $2,505 - $2,751	-51 Reduced 1.74%	2,874 $293,000
Q1 2020 May 11, 2020	SELL	$37.65 - $62.99 $87,084 - $145,695	-2,313 Reduced 44.16%	2,925 $268,000
Q4 2019 Feb 11, 2020	SELL	$56.25 - $61.04 $8,437 - $9,156	-150 Reduced 2.78%	5,238 $613,000
Q3 2019 Nov 14, 2019	SELL	$56.22 - $60.71 $41,153 - $44,439	-732 Reduced 11.96%	5,388 $647,000
Q2 2019 Aug 08, 2019	BUY	$53.96 - $58.5 $128,640 - $139,464	2,384 Added 63.81%	6,120 $689,000
Q1 2019 May 14, 2019	SELL	$46.65 - $55.74 $108,834 - $130,041	-2,333 Reduced 38.44%	3,736 $415,000
Q4 2018 Feb 06, 2019	BUY	$46.0 - $53.03 $91,310 - $105,264	1,985 Added 48.6%	6,069 $581,000
Q3 2018 Nov 09, 2018	SELL	$49.14 - $51.92 $2,506 - $2,647	-51 Reduced 1.23%	4,084 $409,000
Q2 2018 Aug 06, 2018	BUY	$45.42 - $49.94 $6,313 - $6,941	139 Added 3.48%	4,135 $413,000
Q1 2018 May 14, 2018	BUY	$44.28 - $50.38 $10,272 - $11,688	232 Added 6.16%	3,996 $373,000
Q4 2017 Jan 29, 2018	BUY	$49.45 - $52.01 $1,384 - $1,456	28 Added 0.75%	3,764 $381,000
Q3 2017 Nov 09, 2017	BUY	$49.89 - $50.38 $186,389 - $188,219	3,736	3,736 $376,000

Others Institutions Holding ICF

# of Institutions

398

Shares Held

22.7M

Call Options Held

4.8K

Put Options Held

0

About ISHARES TR

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