Summit Financial Strategies, Inc. Ishares Tr Transaction History

Summit Financial Strategies, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$85.32 - $92.22 $9,043 - $9,775	106 Added 3.99%	2,762 $248,000
Q4 2023 Feb 13, 2024	BUY	$73.28 - $92.46 $4,689 - $5,917	64 Added 2.47%	2,656 $242,000
Q4 2022 Jan 20, 2023	SELL	$76.97 - $89.17 $74,737 - $86,584	-971 Reduced 27.25%	2,592 $0
Q3 2022 Oct 21, 2022	SELL	$80.64 - $103.19 $4,354 - $5,572	-54 Reduced 1.49%	3,563 $290,000
Q2 2022 Jul 25, 2022	BUY	$86.95 - $112.38 $15,911 - $20,565	183 Added 5.33%	3,617 $333,000
Q1 2022 May 04, 2022	BUY	$99.21 - $115.26 $198 - $230	2 Added 0.06%	3,434 $372,000
Q4 2021 Feb 03, 2022	SELL	$103.03 - $116.14 $206 - $232	-2 Reduced 0.06%	3,432 $399,000
Q3 2021 Nov 10, 2021	SELL	$102.34 - $111.27 $5,731 - $6,231	-56 Reduced 1.6%	3,434 $352,000
Q2 2021 Aug 11, 2021	BUY	$93.58 - $104.97 $34,811 - $39,048	372 Added 11.93%	3,490 $356,000
Q4 2020 Feb 05, 2021	BUY	$76.87 - $86.71 $2,613 - $2,948	34 Added 1.1%	3,118 $267,000
Q2 2020 Jul 31, 2020	SELL	$64.24 - $86.82 $16,959 - $22,920	-264 Reduced 7.89%	3,084 $243,000
Q1 2020 May 11, 2020	BUY	$57.84 - $100.28 $193,648 - $335,737	3,348 New	3,348 $233,000

595

56.3M

11.4M

13.1M

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