A detailed history of Summit Wealth Partners, LLC transactions in Ishares Global Information Tec stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,949 shares of IXN stock, worth $328,675. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,949
Previous 3,949 -0.0%
Holding current value
$328,675
Previous $327 Million 0.35%
% of portfolio
0.06%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Sep 11, 2024

BUY
$43.97 - $54.36 $173,637 - $214,667
3,949 New
3,949 $215 Million
Q4 2022

Sep 11, 2024

SELL
$41.56 - $49.22 $301,393 - $356,943
-7,252 Closed
0 $0
Q3 2022

Sep 11, 2024

SELL
$42.18 - $53.88 $158,681 - $202,696
-3,762 Reduced 34.16%
7,252 $306 Million
Q2 2022

Sep 11, 2024

SELL
$44.6 - $58.78 $4,103 - $5,407
-92 Reduced 0.83%
11,014 $503 Million
Q1 2022

Sep 11, 2024

SELL
$51.69 - $65.08 $65,336 - $82,261
-1,264 Reduced 10.22%
11,106 $644 Million
Q4 2021

Sep 10, 2024

BUY
$55.78 - $65.48 $1,059 - $1,244
19 Added 0.15%
12,370 $796 Million
Q3 2021

Sep 10, 2024

BUY
$56.11 - $60.64 $578,774 - $625,501
10,315 Added 506.63%
12,351 $700 Million
Q2 2021

Sep 10, 2024

BUY
$50.33 - $56.35 $30,399 - $34,035
604 Added 42.18%
2,036 $687 Million
Q1 2021

Sep 10, 2024

BUY
$48.57 - $53.88 $728 - $808
15 Added 1.06%
1,432 $441 Million
Q3 2020

Sep 10, 2024

BUY
$39.38 - $47.07 $55,801 - $66,698
1,417 New
1,417 $374 Million

Others Institutions Holding IXN

About ISHARES GLOBAL INFORMATION TEC


  • Ticker IXN
  • Sector ETFs
  • Industry ETFs
More about IXN
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.