Summit Financial Wealth Advisors, LLC Ishares Tr Transaction History

Summit Financial Wealth Advisors, LLC

$495 Million
Q1 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 31,388 shares of IYE stock, worth $1.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

31,388

Previous 31,476 0.28%

Holding current value

$1.4 Million

Previous $1.43 Million 7.88%

% of portfolio

0.31%

Previous 0.29%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$45.23 - $49.95 $3,980 - $4,395	-88 Reduced 0.28%	31,388 $1.55 Million
Q4 2024 Feb 13, 2025	SELL	$43.93 - $51.37 $34,660 - $40,530	-789 Reduced 2.45%	31,476 $1.43 Million
Q3 2024 Nov 13, 2024	BUY	$44.44 - $49.18 $2,088 - $2,311	47 Added 0.15%	32,265 $1.5 Million
Q2 2024 Aug 12, 2024	SELL	$46.21 - $51.17 $415 - $460	-9 Reduced 0.03%	32,218 $1.55 Million
Q1 2024 May 02, 2024	SELL	$41.9 - $49.4 $37,458 - $44,163	-894 Reduced 2.7%	32,227 $1.59 Million
Q4 2023 Jan 19, 2024	BUY	$42.54 - $48.28 $1,659 - $1,882	39 Added 0.12%	33,121 $1.46 Million
Q3 2023 Nov 13, 2023	SELL	$41.76 - $48.97 $5,470 - $6,415	-131 Reduced 0.39%	33,082 $1.57 Million
Q2 2023 Jul 12, 2023	BUY	$40.39 - $45.87 $4,846 - $5,504	120 Added 0.36%	33,213 $1.42 Million
Q1 2023 Apr 10, 2023	SELL	$40.63 - $49.07 $4,306 - $5,201	-106 Reduced 0.32%	33,093 $1.45 Million
Q4 2022 Jan 17, 2023	BUY	$41.43 - $50.5 $1.38 Million - $1.68 Million	33,199 New	33,199 $0

Others Institutions Holding IYE

# of Institutions

340

Shares Held

14.8M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Summit Financial Wealth Advisors, LLC Ishares Tr Transaction History