Summit Financial Consulting LLC Ishares Tr Transaction History

Summit Financial Consulting LLC

  • $138 Billion
  • Q4 2025

A detailed history of Summit Financial Consulting LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial Consulting LLC holds 153,227 shares of IYE stock, worth $7.48 Million. This represents 5.29% of its overall portfolio holdings.

Number of Shares
153,227
Previous 137,409 11.51%
Holding current value
$7.48 Million
Previous $6.53 Billion 11.54%
% of portfolio
5.29%
Previous 5.21%

Shares

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

Jan 23, 2026
BUY
$45.39 - $48.8 $717,979 - $771,918
15,818 Added 11.51%
153,227 $7.28 Billion
Q3 2025

Oct 14, 2025
BUY
$44.83 - $48.91 $335,866 - $366,433
7,492 Added 5.77%
137,409 $6.53 Billion
Q2 2025

Jul 09, 2025
BUY
$40.36 - $49.67 $694,434 - $854,622
17,206 Added 15.27%
129,917 $5.87 Billion
Q1 2025

Apr 29, 2025
BUY
$45.23 - $49.95 $5.1 Million - $5.63 Million
112,711 New
112,711 $5.56 Billion

Others Institutions Holding IYE

# of Institutions
319
Shares Held
13.7M
Call Options Held
8.3K
Put Options Held
0
View Full List

About ISHARES TR

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