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 96,118 shares of IXN stock, worth $7.87 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
96,118
Previous 100,474 4.34%
Holding current value
$7.87 Million
Previous $8.32 Million 4.66%
% of portfolio
2.29%
Previous 2.5%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES GLOBAL INFORMATION TEC


  • Ticker IXN
  • Sector ETFs
  • Industry ETFs
More about IXN
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