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 $266,075. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,955
Previous 1,937 0.93%
Holding current value
$266,075
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
1,458
Shares Held
70.4M
Call Options Held
816K
Put Options Held
62.9K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Summit Investment Advisors, Inc. Portfolio

Follow Summit Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email