Summit Wealth Partners, LLC Ishares Tr Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 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 6,999 shares of IDV stock, worth $199,331. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,999

Holding current value

$199,331

% of portfolio

0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$27.62 - $30.64 $193,312 - $214,449	6,999 New	6,999 $212 Million
Q2 2024 Sep 11, 2024	SELL	$26.94 - $30.1 $471,611 - $526,930	-17,506 Closed	0 $0
Q1 2024 Sep 11, 2024	SELL	$26.95 - $28.13 $43,982 - $45,908	-1,632 Reduced 8.53%	17,506 $491 Million
Q4 2023 Sep 11, 2024	SELL	$24.46 - $28.13 $138,639 - $159,440	-5,668 Reduced 22.85%	19,138 $536 Million
Q3 2023 Sep 11, 2024	BUY	$25.3 - $27.59 $31,397 - $34,239	1,241 Added 5.27%	24,806 $630 Million
Q2 2023 Sep 11, 2024	SELL	$25.86 - $28.52 $8,016 - $8,841	-310 Reduced 1.3%	23,565 $620 Million
Q1 2023 Sep 11, 2024	BUY	$26.54 - $29.5 $159 - $177	6 Added 0.03%	23,875 $656 Million
Q4 2022 Sep 11, 2024	BUY	$22.26 - $27.56 $98,856 - $122,393	4,441 Added 22.86%	23,869 $648 Million
Q3 2022 Sep 11, 2024	BUY	$22.53 - $28.47 $40,914 - $51,701	1,816 Added 10.31%	19,428 $438 Million
Q2 2022 Sep 11, 2024	BUY	$26.84 - $32.0 $472,706 - $563,584	17,612 New	17,612 $478 Million

Others Institutions Holding IDV

# of Institutions

467

Shares Held

75.8M

Call Options Held

24.7K

Put Options Held

23.3K

View Full List

About ISHARES TR

Ticker IDV
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Summit Wealth Partners, LLC Ishares Tr Transaction History