Summit Wealth & Retirement Planning, Inc. Ishares Tr Transaction History

Summit Wealth & Retirement Planning, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	BUY	$94.4 - $101.46 $219,291 - $235,691	2,323 Added 3.61%	66,710 $6.5 Million
Q1 2022 May 12, 2022	SELL	$100.79 - $107.06 $2.39 Million - $2.54 Million	-23,753 Reduced 26.95%	64,387 $6.56 Million
Q4 2021 Feb 03, 2022	BUY	$107.03 - $108.32 $909,862 - $920,828	8,501 Added 10.67%	88,140 $9.47 Million
Q3 2021 Nov 12, 2021	BUY	$107.99 - $108.77 $899,880 - $906,380	8,333 Added 11.69%	79,639 $8.61 Million
Q2 2021 Aug 13, 2021	BUY	$107.91 - $108.86 $283,479 - $285,975	2,627 Added 3.83%	71,306 $7.72 Million
Q1 2021 May 10, 2021	BUY	$108.32 - $110.29 $7.44 Million - $7.57 Million	68,679 New	68,679 $7.45 Million

945

327M

152K

48.5K

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