Summit Wealth Group, LLC Ishares Tr Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Group, LLC holds 5,539 shares of IYH stock, worth $353,775. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,539
Previous 5,579 0.72%
Holding current value
$353,775
Previous $315,000 3.17%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$54.36 - $58.96 $2,174 - $2,358
-40 Reduced 0.72%
5,539 $325,000
Q2 2025

Aug 06, 2025
BUY
$53.97 - $60.17 $301,098 - $335,688
5,579 New
5,579 $315,000

Others Institutions Holding IYH

# of Institutions
550
Shares Held
23.5M
Call Options Held
5.5K
Put Options Held
4.4K
View Full List

About ISHARES TR

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