Summit Wealth Group, LLC Ishares Tr Put Options Transaction History

Summit Wealth Group, LLC

$389 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IYH

# of Institutions

546

Shares Held

24.6M

Call Options Held

4.9K

Put Options Held

200

Morgan Stanley New York, NY

2.11M
Shares

$129 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

1.95M
Shares

$119 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

1.68M
Shares

$102 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.67M
Shares

$102 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.13M
Shares

$68.8 Million
0.05% of portfolio

About ISHARES TR

Ticker IYH
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