Summit Asset Management, LLC Ishares Tr Transaction History

Summit Asset Management, LLC

  • $866 Million
  • Q3 2024

A detailed history of Summit Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Asset Management, LLC holds 1,500 shares of DVY stock, worth $198,765. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,500
Holding current value
$198,765
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$119.99 - $135.74 $179,985 - $203,610
1,500 New
1,500 $202,000
Q3 2019

Nov 06, 2019
SELL
$100.87 - $103.22 $206,077 - $210,878
-2,043 Closed
0 $0
Q2 2019

Aug 07, 2019
BUY
N/A
2,043 New
2,043 $203,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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