Summit Financial Strategies, Inc. Ishares Tr Transaction History

Summit Financial Strategies, Inc.

  • $749 Million
  • Q2 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,820 shares of IYH stock, worth $246,810. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,820
Previous 3,820 -0.0%
Holding current value
$246,810
Previous $236,000 0.85%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$60.83 - $309.78 $185,896 - $946,687
3,056 Added 400.0%
3,820 $236,000
Q4 2022

Jan 20, 2023
BUY
$50.9 - $291.18 $38,887 - $222,461
764 New
764 $0
Q1 2022

May 04, 2022
SELL
$266.13 - $297.6 $57,750 - $64,579
-217 Reduced 22.12%
764 $221,000
Q4 2021

Feb 03, 2022
BUY
$271.82 - $301.88 $30,715 - $34,112
113 Added 13.02%
981 $295,000
Q2 2021

Aug 11, 2021
BUY
$251.53 - $273.61 $218,328 - $237,493
868 New
868 $237,000

Others Institutions Holding IYH

# of Institutions
532
Shares Held
24M
Call Options Held
30K
Put Options Held
200
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email