Summit Wealth Group, LLC Ishares Tr Transaction History

Summit Wealth Group, LLC

$342 Million
Q1 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 10,688 shares of MBB stock, worth $1 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

10,688

Previous 10,688 -0.0%

Holding current value

$1 Million

Previous $980,000 2.24%

% of portfolio

0.29%

Previous 0.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$91.26 - $95.82 $228,150 - $239,549	2,500 Added 30.53%	10,688 $980,000
Q3 2024 Nov 08, 2024	BUY	$90.85 - $96.66 $43,880 - $46,686	483 Added 6.27%	8,188 $784,000
Q2 2024 Jul 31, 2024	BUY	$89.41 - $92.64 $688,904 - $713,791	7,705 New	7,705 $707,000
Q2 2023 Jul 26, 2023	SELL	$92.54 - $95.74 $16.8 Million - $17.4 Million	-181,752 Reduced 95.6%	8,371 $781,000
Q1 2023 May 10, 2023	BUY	$91.7 - $96.45 $17.4 Million - $18.3 Million	190,123 New	190,123 $2,000

Others Institutions Holding MBB

# of Institutions

1,026

Shares Held

358M

Call Options Held

180K

Put Options Held

30.3K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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Summit Wealth Group, LLC Ishares Tr Transaction History