Summit Financial Consulting LLC Ishares Tr Us Telecommunicatio Transaction History

Summit Financial Consulting LLC

  • $138 Billion
  • Q4 2025

A detailed history of Summit Financial Consulting LLC transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Summit Financial Consulting LLC holds 228,255 shares of IYZ stock, worth $7.35 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares
228,255
Previous 210,746 8.31%
Holding current value
$7.35 Million
Previous $6.8 Billion 13.81%
% of portfolio
5.62%
Previous 5.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$31.9 - $33.19 $558,537 - $581,123
17,509 Added 8.31%
228,255 $7.74 Billion
Q3 2025

Oct 14, 2025
SELL
$29.27 - $32.3 $363,562 - $401,198
-12,421 Reduced 5.57%
210,746 $6.8 Billion
Q2 2025

Jul 09, 2025
SELL
$24.53 - $29.78 $5,445 - $6,611
-222 Reduced 0.1%
223,167 $6.65 Billion
Q1 2025

Apr 29, 2025
BUY
$26.51 - $28.57 $5.92 Million - $6.38 Million
223,389 New
223,389 $6.12 Billion

Others Institutions Holding IYZ

# of Institutions
175
Shares Held
17.8M
Call Options Held
18.6K
Put Options Held
0
View Full List

About ISHARES TR US TELECOMMUNICATIO

IYZ Quotes by TradingView
  • Ticker IYZ
  • Sector ETFs
  • Industry ETFs
More about IYZ
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