Summit Financial Strategies, Inc. Ishares Tr Transaction History

Summit Financial Strategies, Inc.

$679 Million
Q1 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 2,762 shares of IYR stock, worth $241,592. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,762

Previous 2,656 3.99%

Holding current value

$241,592

Previous $242,000 2.48%

% of portfolio

0.04%

Previous 0.04%

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	$82.26 - $89.17 $79,874 - $86,584	-971 Reduced 27.25%	2,592 $0
Q3 2022 Oct 21, 2022	SELL	N/A	-54 Reduced 1.49%	3,563 $290,000
Q2 2022 Jul 25, 2022	BUY	N/A	183 Added 5.33%	3,617 $333,000

Q1 2022 May 04, 2022	BUY	N/A	2 Added 0.06%	3,434 $372,000
Q4 2021 Feb 03, 2022	SELL	N/A	-2 Reduced 0.06%	3,432 $399,000
Q3 2021 Nov 10, 2021	SELL	N/A	-56 Reduced 1.6%	3,434 $352,000
Q2 2021 Aug 11, 2021	BUY	N/A	372 Added 11.93%	3,490 $356,000
Q4 2020 Feb 05, 2021	BUY	N/A	34 Added 1.1%	3,118 $267,000
Q2 2020 Jul 31, 2020	SELL	N/A	-264 Reduced 7.89%	3,084 $243,000
Q1 2020 May 11, 2020	BUY	N/A	3,348 New	3,348 $233,000

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Summit Financial Strategies, Inc. Ishares Tr Transaction History