Summit Wealth Partners, LLC Ishares Tr Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 13,799 shares of DVY stock, worth $1.86 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
13,799
Previous 13,594 1.51%
Holding current value
$1.86 Million
Previous $1.84 Billion 1.33%
% of portfolio
0.37%
Previous 0.35%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$129.55 - $143.41 $26,557 - $29,399
205 Added 1.51%
13,799 $1.81 Billion
Q3 2024

Oct 28, 2024
BUY
$119.99 - $135.74 $8,759 - $9,909
73 Added 0.54%
13,594 $1.84 Billion
Q2 2024

Sep 11, 2024
SELL
$115.73 - $125.75 $26,039 - $28,293
-225 Reduced 1.64%
13,521 $1.64 Billion
Q1 2024

Sep 11, 2024
BUY
$113.31 - $123.18 $9,291 - $10,100
82 Added 0.6%
13,746 $1.69 Billion
Q4 2023

Sep 11, 2024
SELL
$102.97 - $119.06 $14,209 - $16,430
-138 Reduced 1.0%
13,664 $1.6 Billion
Q3 2023

Sep 11, 2024
SELL
$107.44 - $118.16 $46,628 - $51,281
-434 Reduced 3.05%
13,802 $1.49 Billion
Q2 2023

Sep 11, 2024
SELL
$108.5 - $119.27 $1,410 - $1,550
-13 Reduced 0.09%
14,236 $1.61 Billion
Q1 2023

Sep 11, 2024
SELL
$110.68 - $126.38 $13,060 - $14,912
-118 Reduced 0.82%
14,249 $1.67 Billion
Q4 2022

Sep 11, 2024
BUY
$107.39 - $125.5 $18,578 - $21,711
173 Added 1.22%
14,367 $1.73 Billion
Q3 2022

Sep 11, 2024
BUY
$107.22 - $127.71 $12,437 - $14,814
116 Added 0.82%
14,194 $1.52 Billion
Q2 2022

Sep 11, 2024
BUY
$113.21 - $132.14 $8,151 - $9,514
72 Added 0.51%
14,078 $1.66 Billion
Q1 2022

Sep 11, 2024
BUY
$119.99 - $129.75 $6,239 - $6,747
52 Added 0.37%
14,006 $1.79 Billion
Q4 2021

Sep 10, 2024
BUY
$114.37 - $122.59 $8,120 - $8,703
71 Added 0.51%
13,954 $1.71 Billion
Q3 2021

Sep 10, 2024
BUY
$112.53 - $119.9 $54,351 - $57,911
483 Added 3.6%
13,883 $1.59 Billion
Q2 2021

Sep 10, 2024
SELL
$114.14 - $123.06 $22,828 - $24,612
-200 Reduced 1.47%
13,400 $1.56 Billion
Q1 2021

Sep 10, 2024
BUY
$94.76 - $115.39 $9,096 - $11,077
96 Added 0.71%
13,600 $1.55 Billion
Q4 2020

Sep 10, 2024
SELL
$81.33 - $97.54 $29,685 - $35,602
-365 Reduced 2.63%
13,504 $1.3 Billion
Q3 2020

Sep 10, 2024
SELL
$77.43 - $86.72 $346,421 - $387,985
-4,474 Reduced 24.39%
13,869 $1.13 Billion
Q2 2020

Sep 10, 2024
SELL
$69.37 - $91.69 $219,833 - $290,565
-3,169 Reduced 14.73%
18,343 $1.48 Billion
Q1 2020

Sep 10, 2024
SELL
$62.67 - $107.3 $295,426 - $505,812
-4,714 Reduced 17.97%
21,512 $1.58 Billion
Q4 2019

Sep 09, 2024
BUY
$98.25 - $105.76 $2.58 Million - $2.77 Million
26,226 New
26,226 $2.77 Billion

Others Institutions Holding DVY

# of Institutions
1,386
Shares Held
66.8M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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