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 144,825 shares of IEFA stock, worth $10.3 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
144,825
Previous 144,712 0.08%
Holding current value
$10.3 Million
Previous $10.5 Billion 7.53%
% of portfolio
2.18%
Previous 2.18%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$70.09 - $78.74 $7,920 - $8,897
113 Added 0.08%
144,825 $11.3 Billion
Q2 2024

Sep 11, 2024
SELL
$70.77 - $76.19 $382,158 - $411,426
-5,400 Reduced 3.6%
144,712 $10.5 Billion
Q1 2024

Sep 11, 2024
BUY
$68.14 - $74.43 $190,723 - $208,329
2,799 Added 1.9%
150,112 $11.1 Billion
Q4 2023

Sep 11, 2024
SELL
$61.3 - $70.47 $15,815 - $18,181
-258 Reduced 0.17%
147,313 $10.4 Billion
Q3 2023

Sep 11, 2024
BUY
$64.04 - $69.58 $344,535 - $374,340
5,380 Added 3.78%
147,571 $9.5 Billion
Q2 2023

Sep 11, 2024
SELL
$66.03 - $69.1 $50,182 - $52,515
-760 Reduced 0.53%
142,191 $9.6 Billion
Q1 2023

Sep 11, 2024
SELL
$62.17 - $67.7 $214,424 - $233,497
-3,449 Reduced 2.36%
142,951 $9.56 Billion
Q4 2022

Sep 11, 2024
SELL
$52.35 - $63.65 $315,461 - $383,554
-6,026 Reduced 3.95%
146,400 $9.02 Billion
Q3 2022

Sep 11, 2024
SELL
$52.32 - $63.1 $76,648 - $92,441
-1,465 Reduced 0.95%
152,426 $8.03 Billion
Q2 2022

Sep 11, 2024
SELL
$57.91 - $70.46 $855,446 - $1.04 Million
-14,772 Reduced 8.76%
153,891 $9.06 Billion
Q1 2022

Sep 11, 2024
BUY
$63.26 - $75.48 $50,354 - $60,082
796 Added 0.47%
168,663 $11.7 Billion
Q4 2021

Sep 10, 2024
BUY
$72.36 - $77.76 $397,039 - $426,669
5,487 Added 3.38%
167,867 $12.5 Billion
Q3 2021

Sep 10, 2024
BUY
$72.98 - $78.2 $634,707 - $680,105
8,697 Added 5.66%
162,380 $12.1 Billion
Q2 2021

Sep 10, 2024
BUY
$73.11 - $77.88 $649,363 - $691,730
8,882 Added 6.13%
153,683 $11.5 Billion
Q1 2021

Sep 10, 2024
BUY
$68.58 - $73.12 $892,500 - $951,583
13,014 Added 9.88%
144,801 $10.4 Billion
Q4 2020

Sep 10, 2024
BUY
$58.13 - $69.71 $1 Million - $1.2 Million
17,280 Added 15.09%
131,787 $9.11 Billion
Q3 2020

Sep 10, 2024
SELL
$57.43 - $62.28 $124,450 - $134,960
-2,167 Reduced 1.86%
114,507 $6.9 Billion
Q2 2020

Sep 10, 2024
SELL
$47.43 - $60.75 $181,040 - $231,882
-3,817 Reduced 3.17%
116,674 $6.67 Billion
Q1 2020

Sep 10, 2024
SELL
$43.31 - $66.12 $70,811 - $108,106
-1,635 Reduced 1.34%
120,491 $6.01 Billion
Q4 2019

Sep 09, 2024
BUY
$59.36 - $65.51 $7.25 Million - $8 Million
122,126 New
122,126 $7.97 Billion

Others Institutions Holding IEFA

# of Institutions
2,004
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

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