Summit Wealth Partners, LLC Ishares Inc Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Inc stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 15,797 shares of IEMG stock, worth $847,351. This represents 0.17% of its overall portfolio holdings.

Number of Shares

15,797

Previous 15,965 1.05%

Holding current value

$847,351

Previous $855 Million 6.12%

% of portfolio

0.17%

Previous 0.18%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$53.64 - $53.64 $9,011 - $9,011	-168 Reduced 1.05%	15,797 $907 Million
Q2 2024 Sep 11, 2024	SELL	$50.02 - $54.95 $75,980 - $83,469	-1,519 Reduced 8.69%	15,965 $855 Million
Q1 2024 Sep 11, 2024	SELL	$47.6 - $51.96 $15,565 - $16,990	-327 Reduced 1.84%	17,484 $902 Million
Q4 2023 Sep 11, 2024	BUY	$45.74 - $50.64 $41,348 - $45,778	904 Added 5.35%	17,811 $901 Million
Q3 2023 Sep 11, 2024	SELL	$47.36 - $52.23 $378 - $417	-8 Reduced 0.05%	16,907 $805 Million
Q2 2023 Sep 11, 2024	SELL	$47.35 - $50.88 $133,195 - $143,125	-2,813 Reduced 14.26%	16,915 $834 Million
Q1 2023 Sep 11, 2024	SELL	$46.2 - $52.12 $31,924 - $36,014	-691 Reduced 3.38%	19,728 $963 Million
Q4 2022 Sep 11, 2024	SELL	$44.28 - $48.68 $47,512 - $52,233	-1,073 Reduced 4.99%	20,419 $954 Million
Q3 2022 Sep 11, 2024	BUY	$44.37 - $50.42 $11,891 - $13,512	268 Added 1.26%	21,492 $924 Million
Q2 2022 Sep 11, 2024	BUY	$48.46 - $57.45 $68,667 - $81,406	1,417 Added 7.15%	21,224 $1.04 Billion
Q1 2022 Sep 11, 2024	SELL	$51.27 - $62.07 $7,536 - $9,124	-147 Reduced 0.74%	19,807 $1.1 Billion
Q4 2021 Sep 10, 2024	BUY	$57.97 - $64.38 $8,985 - $9,978	155 Added 0.78%	19,954 $1.19 Billion
Q3 2021 Sep 10, 2024	SELL	$60.55 - $66.68 $19,799 - $21,804	-327 Reduced 1.62%	19,799 $1.22 Billion
Q2 2021 Sep 10, 2024	SELL	$63.17 - $68.14 $91,975 - $99,211	-1,456 Reduced 6.75%	20,126 $1.35 Billion
Q1 2021 Sep 10, 2024	BUY	$62.41 - $69.46 $286,149 - $318,474	4,585 Added 26.98%	21,582 $1.39 Billion
Q4 2020 Sep 10, 2024	BUY	$52.65 - $62.1 $119,568 - $141,029	2,271 Added 15.42%	16,997 $1.05 Billion
Q3 2020 Sep 10, 2024	BUY	$48.22 - $54.44 $31,391 - $35,440	651 Added 4.63%	14,726 $778 Million
Q2 2020 Sep 10, 2024	BUY	$38.83 - $49.26 $24,734 - $31,378	637 Added 4.74%	14,075 $670 Million
Q1 2020 Sep 10, 2024	SELL	$36.22 - $55.44 $49,693 - $76,063	-1,372 Reduced 9.26%	13,438 $544 Million
Q4 2019 Sep 09, 2024	BUY	$48.38 - $53.99 $716,507 - $799,591	14,810 New	14,810 $796 Million

Others Institutions Holding IEMG

# of Institutions

1,870

Shares Held

1.24B

Call Options Held

137K

Put Options Held

19.1K

View Full List

About ISHARES INC

Ticker IEMG
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Summit Wealth Partners, LLC Ishares Inc Transaction History