Summit Trail Advisors, LLC Ishares Tr Transaction History

Summit Trail Advisors, LLC

  • $3.76 Billion
  • Q2 2024

A detailed history of Summit Trail Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 3,618 shares of IYF stock, worth $374,463. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,618
Previous 3,134 15.44%
Holding current value
$374,463
Previous $299,000 14.38%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$89.39 - $96.85 $43,264 - $46,875
484 Added 15.44%
3,618 $342,000
Q4 2023

Feb 06, 2024
SELL
$70.7 - $85.68 $10,605 - $12,852
-150 Reduced 4.57%
3,134 $267,000
Q2 2023

Jul 25, 2023
BUY
$68.91 - $74.74 $10,336 - $11,211
150 Added 4.79%
3,284 $245,000
Q1 2023

May 04, 2023
BUY
$68.23 - $82.05 $213,832 - $257,144
3,134 New
3,134 $222,000

Others Institutions Holding IYF

# of Institutions
387
Shares Held
15.3M
Call Options Held
10.6K
Put Options Held
500
View Full List

About ISHARES TR

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