Summit X, LLC Ishares Tr Transaction History

Summit X, LLC

$423 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$81.36 - $94.32 $2,359 - $2,735	-29 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$76.94 - $88.82 $2,231 - $2,575	29 New	29 $333,000

Others Institutions Holding IYY

# of Institutions

254

Shares Held

3.48M

Call Options Held

6.6K

Put Options Held

0

Morgan Stanley New York, NY

469K
Shares

$68.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$49.3 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$24.6 Million
0.01% of portfolio
Savant Capital, LLC

162K
Shares

$23.7 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

133K
Shares

$19.5 Million
14.3% of portfolio

About ISHARES TR

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