Summit Investment Advisors, Inc. Ishares Tr Transaction History

Summit Investment Advisors, Inc.

  • $121 Billion
  • Q2 2025

A detailed history of Summit Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 1,955 shares of DVY stock, worth $274,951. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,955
Previous 1,937 0.93%
Holding current value
$274,951
Previous $249 Million 5.01%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Aug 06, 2025
BUY
$118.37 - $134.86 $2,130 - $2,427
18 Added 0.93%
1,955 $262 Million
Q1 2025

May 13, 2025
BUY
$128.58 - $138.1 $2,057 - $2,209
16 Added 0.83%
1,937 $249 Million
Q4 2024

Feb 14, 2025
BUY
$129.55 - $143.41 $248,865 - $275,490
1,921 New
1,921 $261 Million

Others Institutions Holding DVY

# of Institutions
1,487
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

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