Summit Wealth Partners, LLC Ishares Tr Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 11, 2024	SELL	$84.66 - $98.11 $545,803 - $632,515	-6,447 Closed	0 $0
Q1 2022 Sep 11, 2024	SELL	$93.87 - $107.98 $95,278 - $109,599	-1,015 Reduced 13.6%	6,447 $630 Million
Q4 2021 Sep 10, 2024	BUY	$106.57 - $110.92 $23,658 - $24,624	222 Added 3.07%	7,462 $814 Million
Q3 2021 Sep 10, 2024	BUY	$109.98 - $113.55 $1,649 - $1,703	15 Added 0.21%	7,240 $797 Million
Q2 2021 Sep 10, 2024	BUY	$109.25 - $112.9 $1,748 - $1,806	16 Added 0.22%	7,225 $812 Million
Q1 2021 Sep 10, 2024	SELL	$106.72 - $115.35 $53,573 - $57,905	-502 Reduced 6.51%	7,209 $785 Million
Q4 2020 Sep 10, 2024	BUY	$109.8 - $115.91 $25,473 - $26,891	232 Added 3.1%	7,711 $894 Million
Q3 2020 Sep 10, 2024	SELL	$109.14 - $114.48 $28,158 - $29,535	-258 Reduced 3.33%	7,479 $829 Million
Q2 2020 Sep 10, 2024	BUY	$93.85 - $109.23 $41,575 - $48,388	443 Added 6.07%	7,737 $845 Million
Q1 2020 Sep 10, 2024	SELL	$85.8 - $117.01 $253,710 - $345,998	-2,957 Reduced 28.85%	7,294 $705 Million
Q4 2019 Sep 09, 2024	BUY	$111.26 - $114.74 $1.14 Million - $1.18 Million	10,251 New	10,251 $1.17 Billion

Others Institutions Holding EMB

# of Institutions

920

Shares Held

150M

Call Options Held

5.3M

Put Options Held

13.7M

About ISHARES TR

Ticker EMB
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