Summit Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 58,743 shares of ITOT stock, worth $7.75 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

58,743

Previous 51,222 14.68%

Holding current value

$7.75 Million

Previous $6.08 Billion 21.29%

% of portfolio

1.42%

Previous 1.26%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$113.41 - $125.62 $852,956 - $944,788	7,521 Added 14.68%	58,743 $7.38 Billion
Q2 2024 Sep 11, 2024	SELL	$108.78 - $119.23 $224,521 - $246,090	-2,064 Reduced 3.87%	51,222 $6.08 Billion
Q1 2024 Sep 11, 2024	SELL	$103.16 - $115.3 $28,884 - $32,284	-280 Reduced 0.52%	53,286 $6.14 Billion
Q4 2023 Sep 11, 2024	SELL	$90.04 - $105.69 $314,779 - $369,492	-3,496 Reduced 6.13%	53,566 $5.64 Billion
Q3 2023 Sep 11, 2024	BUY	$93.72 - $101.39 $69,352 - $75,028	740 Added 1.31%	57,062 $5.37 Billion
Q2 2023 Sep 11, 2024	SELL	$89.03 - $97.84 $77,278 - $84,925	-868 Reduced 1.52%	56,322 $5.51 Billion
Q1 2023 Sep 11, 2024	SELL	$84.12 - $93.15 $298,878 - $330,961	-3,553 Reduced 5.85%	57,190 $5.18 Billion
Q4 2022 Sep 11, 2024	SELL	$79.44 - $90.48 $265,965 - $302,927	-3,348 Reduced 5.22%	60,743 $5.15 Billion
Q3 2022 Sep 11, 2024	SELL	$79.54 - $95.9 $273,697 - $329,991	-3,441 Reduced 5.1%	64,091 $5.1 Billion
Q2 2022 Sep 11, 2024	BUY	$80.96 - $102.19 $1.17 Million - $1.47 Million	14,404 Added 27.11%	67,532 $5.66 Billion
Q1 2022 Sep 11, 2024	BUY	$93.09 - $107.63 $256,649 - $296,735	2,757 Added 5.47%	53,128 $5.36 Billion
Q4 2021 Sep 10, 2024	BUY	$98.24 - $107.61 $426,361 - $467,027	4,340 Added 9.43%	50,371 $5.39 Billion
Q3 2021 Sep 10, 2024	BUY	$97.33 - $103.96 $87,305 - $93,252	897 Added 1.99%	46,031 $4.53 Billion
Q2 2021 Sep 10, 2024	BUY	$92.76 - $98.86 $73,094 - $77,901	788 Added 1.78%	45,134 $4.46 Billion
Q1 2021 Sep 10, 2024	BUY	$85.12 - $92.58 $130,488 - $141,925	1,533 Added 3.58%	44,346 $4.06 Billion
Q4 2020 Sep 10, 2024	BUY	$74.05 - $86.22 $172,906 - $201,323	2,335 Added 5.77%	42,813 $3.69 Billion
Q3 2020 Sep 10, 2024	BUY	$69.81 - $80.47 $178,992 - $206,325	2,564 Added 6.76%	40,478 $3.06 Billion
Q2 2020 Sep 10, 2024	BUY	$54.49 - $72.8 $31,277 - $41,787	574 Added 1.54%	37,914 $2.63 Billion
Q1 2020 Sep 10, 2024	BUY	$49.67 - $76.42 $142,999 - $220,013	2,879 Added 8.35%	37,340 $2.14 Billion
Q4 2019 Sep 09, 2024	BUY	$65.12 - $72.96 $2.24 Million - $2.51 Million	34,461 New	34,461 $2.5 Billion

Others Institutions Holding ITOT

# of Institutions

1,379

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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Summit Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History