Summit Wealth Group, LLC Ishares Global Information Tec Transaction History

Summit Wealth Group, LLC

$342 Million
Q1 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Global Information Tec stock. As of the latest transaction made, Summit Wealth Group, LLC holds 95,819 shares of IXN stock, worth $7.37 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

95,819

Previous 97,279 1.5%

Holding current value

$7.37 Million

Previous $8.24 Million 11.97%

% of portfolio

2.12%

Previous 2.39%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$75.73 - $88.4 $110,565 - $129,064	-1,460 Reduced 1.5%	95,819 $7.26 Million
Q4 2024 Feb 04, 2025	BUY	$80.67 - $87.84 $93,657 - $101,982	1,161 Added 1.21%	97,279 $8.24 Million
Q3 2024 Nov 08, 2024	SELL	$73.0 - $87.81 $317,988 - $382,500	-4,356 Reduced 4.34%	96,118 $7.93 Million
Q2 2024 Jul 31, 2024	BUY	$68.72 - $84.8 $6.9 Million - $8.52 Million	100,474 New	100,474 $8.32 Million
Q2 2023 Jul 26, 2023	SELL	$51.78 - $62.58 $241 Million - $291 Million	-4,657,671 Reduced 98.01%	94,661 $5.89 Million
Q1 2023 May 10, 2023	BUY	$43.97 - $54.36 $209 Million - $258 Million	4,752,332 New	4,752,332 $87,000
Q4 2021 Feb 14, 2022	SELL	$55.78 - $65.48 $3.57 Million - $4.19 Million	-63,962 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$56.11 - $60.64 $3.59 Million - $3.88 Million	63,962 New	63,962 $3.62 Million
Q1 2021 May 11, 2021	SELL	$48.57 - $53.88 $419,741 - $465,630	-8,642 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$41.76 - $50.01 $360,889 - $432,186	8,642 New	8,642 $2.59 Million

Others Institutions Holding IXN

# of Institutions

490

Shares Held

29.4M

Call Options Held

5.2K

Put Options Held

18K

View Full List

About ISHARES GLOBAL INFORMATION TEC

Ticker IXN
Sector ETFs
Industry ETFs

More about IXN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Account

Summit Wealth Group, LLC Ishares Global Information Tec Transaction History