Summit Wealth Group, LLC Ishares Inc Transaction History

Summit Wealth Group, LLC

$342 Million
Q1 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Inc stock. As of the latest transaction made, Summit Wealth Group, LLC holds 6,630 shares of IEMG stock, worth $355,633. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,630

Previous 5,077 30.59%

Holding current value

$355,633

Previous $265,000 35.09%

% of portfolio

0.1%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	N/A	1,553 Added 30.59%	6,630 $358,000
Q4 2024 Feb 04, 2025	BUY	N/A	95 Added 1.91%	5,077 $265,000
Q2 2024 Jul 31, 2024	SELL	$50.02 - $54.95 $22,258 - $24,452	-445 Reduced 8.2%	4,982 $267,000
Q1 2024 May 01, 2024	BUY	$47.6 - $51.96 $8,234 - $8,989	173 Added 3.29%	5,427 $280,000
Q4 2023 Jan 30, 2024	SELL	$45.74 - $50.64 $12,029 - $13,318	-263 Reduced 4.77%	5,254 $266,000
Q2 2023 Jul 26, 2023	SELL	$47.35 - $50.88 $27.4 Million - $29.4 Million	-578,266 Reduced 99.05%	5,517 $272,000
Q1 2023 May 10, 2023	BUY	$46.2 - $52.12 $25.8 Million - $29.1 Million	558,770 Added 2233.92%	583,783 $12,000
Q4 2022 Feb 08, 2023	BUY	$44.28 - $48.68 $1.11 Million - $1.22 Million	25,013 New	25,013 $1.17 Million
Q1 2022 May 04, 2022	SELL	$51.27 - $62.07 $208,822 - $252,811	-4,073 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$57.97 - $64.38 $236,111 - $262,219	4,073 New	4,073 $244,000
Q3 2021 Nov 12, 2021	SELL	$60.55 - $66.68 $101,300 - $111,555	-1,673 Closed	0 $0
Q2 2021 Nov 02, 2021	BUY	$63.17 - $68.14 $71,066 - $76,657	1,125 Added 205.29%	1,673 $112,000
Q1 2021 May 11, 2021	BUY	$62.41 - $69.46 $34,200 - $38,064	548 New	548 $35,000

Others Institutions Holding IEMG

# of Institutions

2,104

Shares Held

1.38B

Call Options Held

74.1K

Put Options Held

1.6K

View Full List

About ISHARES INC

Ticker IEMG
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Summit Wealth Group, LLC Ishares Inc Transaction History