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

Summit Financial Strategies, Inc.

$821 Million
Q3 2024

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 2,038 shares of IJT stock, worth $304,171. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,038

Previous 1,898 7.38%

Holding current value

$304,171

Previous $243,000 16.87%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

759

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

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About ISHARES S&P SMALL CAP 600 GROW

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