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 $10.8 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
144,825
Previous 144,712 0.08%
Holding current value
$10.8 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

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.