Summit Investment Advisory Services, LLC Ishares Core S&P Total U.S. St Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 27,763 shares of ITOT stock, worth $3.69 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

27,763

Previous 27,951 0.67%

Holding current value

$3.69 Million

Previous $3.51 Billion 1.7%

% of portfolio

1.84%

Previous 1.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$124.26 - $134.12 $23,360 - $25,214	-188 Reduced 0.67%	27,763 $3.57 Billion
Q3 2024 Oct 16, 2024	BUY	$113.41 - $125.62 $3.17 Million - $3.51 Million	27,951 New	27,951 $3.51 Billion
Q1 2024 Apr 18, 2024	BUY	$103.16 - $115.3 $1,547 - $1,729	15 Added 0.05%	27,963 $3.22 Billion
Q4 2023 Jan 18, 2024	BUY	$90.04 - $105.69 $9,634 - $11,308	107 Added 0.38%	27,948 $2.94 Billion
Q2 2023 Jul 26, 2023	SELL	$89.03 - $97.84 $12,820 - $14,088	-144 Reduced 0.51%	27,841 $2.72 Billion
Q1 2023 Apr 17, 2023	BUY	$84.12 - $93.15 $1,766 - $1,956	21 Added 0.08%	27,985 $2.53 Billion
Q4 2022 Feb 02, 2023	BUY	$79.44 - $90.48 $2.22 Million - $2.53 Million	27,964 New	27,964 $2.37 Billion

Others Institutions Holding ITOT

# of Institutions

1,425

Shares Held

302M

Call Options Held

58.9K

Put Options Held

20K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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Summit Investment Advisory Services, LLC Ishares Core S&P Total U.S. St Transaction History