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 100,474 shares of IXN stock, worth $8.13 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
100,474
Holding current value
$8.13 Million
% of portfolio
2.5%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, LLC and customize your updates to receive the information that matters most to you.

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.