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 $9.23 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
95,819
Previous 97,279 1.5%
Holding current value
$9.23 Million
Previous $8.24 Million 11.97%
% of portfolio
2.12%
Previous 2.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
505
Shares Held
29.1M
Call Options Held
4.1K
Put Options Held
1K
View Full List

About ISHARES GLOBAL INFORMATION TEC

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