Summit Financial Strategies, Inc. Ishares S&P Small Cap 600 Grow Transaction History

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,822 shares of IJT stock, worth $233,671. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,822
Previous 1,941 6.13%
Holding current value
$233,671
Previous $262,000 13.74%
% of portfolio
0.02%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$121.0 - $142.28 $14,399 - $16,931
-119 Reduced 6.13%
1,822 $226,000
Q4 2024

Jan 22, 2025
SELL
$134.53 - $150.65 $13,049 - $14,613
-97 Reduced 4.76%
1,941 $262,000
Q3 2024

Oct 16, 2024
BUY
$127.29 - $141.5 $17,820 - $19,810
140 Added 7.38%
2,038 $284,000
Q2 2024

Jul 19, 2024
SELL
$121.57 - $132.2 $5,592 - $6,081
-46 Reduced 2.37%
1,898 $243,000
Q4 2023

Feb 13, 2024
BUY
$103.08 - $127.26 $4,329 - $5,344
42 Added 2.21%
1,944 $243,000
Q3 2023

Oct 24, 2023
SELL
$108.37 - $120.85 $1,517 - $1,691
-14 Reduced 0.73%
1,902 $208,000
Q1 2023

Apr 21, 2023
BUY
$105.46 - $120.16 $1,370 - $1,562
13 Added 0.68%
1,916 $210,000
Q4 2022

Jan 20, 2023
SELL
$102.93 - $117.14 $12,351 - $14,056
-120 Reduced 5.93%
1,903 $0
Q3 2022

Oct 21, 2022
SELL
$100.74 - $123.41 $74,446 - $91,199
-739 Reduced 26.76%
2,023 $206,000
Q2 2022

Jul 25, 2022
BUY
$101.11 - $126.58 $101,413 - $126,959
1,003 Added 57.02%
2,762 $291,000
Q1 2022

May 04, 2022
BUY
$119.16 - $140.17 $209,602 - $246,559
1,759 New
1,759 $220,000

Others Institutions Holding IJT

# of Institutions
792
Shares Held
27.6M
Call Options Held
5.3K
Put Options Held
4.22K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

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