Summit Wealth Partners, LLC Ishares Tr Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 14,134 shares of HYG stock, worth $1.11 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
14,134
Previous 15,178 6.88%
Holding current value
$1.11 Million
Previous $1.19 Billion 6.6%
% of portfolio
0.23%
Previous 0.25%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$78.51 - $80.11 $81,964 - $83,634
-1,044 Reduced 6.88%
14,134 $1.12 Billion
Q4 2024

Jan 27, 2025
SELL
$78.09 - $80.04 $64,189 - $65,792
-822 Reduced 5.14%
15,178 $1.19 Billion
Q3 2024

Oct 28, 2024
SELL
$76.72 - $80.36 $290,078 - $303,841
-3,781 Reduced 19.11%
16,000 $1.28 Billion
Q2 2024

Sep 11, 2024
BUY
$75.68 - $77.45 $133,196 - $136,312
1,760 Added 9.77%
19,781 $1.53 Billion
Q1 2024

Sep 11, 2024
BUY
$76.57 - $77.9 $48,085 - $48,921
628 Added 3.61%
18,021 $1.4 Billion
Q4 2023

Sep 11, 2024
BUY
$71.78 - $77.94 $30,937 - $33,592
431 Added 2.54%
17,393 $1.35 Billion
Q3 2023

Sep 11, 2024
BUY
$73.48 - $75.65 $8,376 - $8,624
114 Added 0.68%
16,962 $1.25 Billion
Q2 2023

Sep 11, 2024
BUY
$73.57 - $75.42 $27,368 - $28,056
372 Added 2.26%
16,848 $1.26 Billion
Q1 2023

Sep 11, 2024
BUY
$73.04 - $77.2 $2,848 - $3,010
39 Added 0.24%
16,476 $1.24 Billion
Q4 2022

Sep 11, 2024
SELL
$71.24 - $76.11 $146,540 - $156,558
-2,057 Reduced 11.12%
16,437 $1.21 Billion
Q3 2022

Sep 11, 2024
SELL
$71.13 - $78.94 $93,464 - $103,727
-1,314 Reduced 6.63%
18,494 $1.32 Billion
Q2 2022

Sep 11, 2024
SELL
$73.1 - $82.57 $18,201 - $20,559
-249 Reduced 1.24%
19,808 $1.46 Billion
Q1 2022

Sep 11, 2024
BUY
$79.97 - $86.97 $39,345 - $42,789
492 Added 2.51%
20,057 $1.65 Billion
Q4 2021

Sep 10, 2024
SELL
$85.37 - $87.5 $31,330 - $32,112
-367 Reduced 1.84%
19,565 $1.7 Billion
Q3 2021

Sep 10, 2024
BUY
$86.98 - $88.14 $45,229 - $45,832
520 Added 2.68%
19,932 $1.74 Billion
Q2 2021

Sep 10, 2024
BUY
$86.61 - $88.04 $17,928 - $18,224
207 Added 1.08%
19,412 $1.71 Billion
Q1 2021

Sep 10, 2024
BUY
$85.73 - $87.78 $52,295 - $53,545
610 Added 3.28%
19,205 $1.67 Billion
Q4 2020

Sep 10, 2024
BUY
$83.46 - $87.3 $123,020 - $128,680
1,474 Added 8.61%
18,595 $1.62 Billion
Q3 2020

Sep 10, 2024
BUY
$81.53 - $85.39 $47,042 - $49,270
577 Added 3.49%
17,121 $1.44 Billion
Q2 2020

Sep 10, 2024
SELL
$73.55 - $84.56 $12,724 - $14,628
-173 Reduced 1.03%
16,544 $1.35 Billion
Q1 2020

Sep 10, 2024
BUY
$68.63 - $88.43 $62,316 - $80,294
908 Added 5.74%
16,717 $1.29 Billion
Q4 2019

Sep 09, 2024
BUY
$86.04 - $88.21 $1.36 Million - $1.39 Million
15,809 New
15,809 $1.39 Billion

Others Institutions Holding HYG

# of Institutions
1,157
Shares Held
216M
Call Options Held
95.9M
Put Options Held
309M
View Full List

About ISHARES TR

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