Summit Financial Wealth Advisors, LLC Ishares Tr Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 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 4,577 shares of IYE stock, worth $207,887. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,577
Previous 4,577 -0.0%
Holding current value
$207,887
Previous $206,000 5.34%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 29, 2025
SELL
$40.36 - $49.67 $1.08 Million - $1.33 Million
-26,811 Reduced 85.42%
4,577 $206,000
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
316
Shares Held
14.7M
Call Options Held
8.6K
Put Options Held
0
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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