Summit Financial, LLC Ishares Tr Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial, LLC holds 13,213 shares of EMB stock, worth $1.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,213
Previous 15,946 17.14%
Holding current value
$1.2 Million
Previous $1.49 Million 21.18%
% of portfolio
0.04%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$88.94 - $93.46 $243,073 - $255,426
-2,733 Reduced 17.14%
13,213 $1.18 Million
Q3 2024

Nov 12, 2024
BUY
$87.75 - $93.74 $135,135 - $144,359
1,540 Added 10.69%
15,946 $1.49 Million
Q2 2024

Jul 31, 2024
BUY
$86.66 - $89.88 $1.25 Million - $1.29 Million
14,406 New
14,406 $1.27 Million
Q1 2022

May 10, 2022
SELL
$93.87 - $107.98 $174,504 - $200,734
-1,859 Closed
0 $0
Q4 2021

Feb 07, 2022
SELL
$106.57 - $110.92 $7,566 - $7,875
-71 Reduced 3.68%
1,859 $202,000
Q3 2021

Nov 08, 2021
BUY
$109.98 - $113.55 $2,969 - $3,065
27 Added 1.42%
1,930 $212,000
Q2 2021

Aug 06, 2021
BUY
$109.25 - $112.9 $207,902 - $214,848
1,903 New
1,903 $214,000
Q4 2020

Feb 09, 2021
SELL
$109.8 - $115.91 $208,949 - $220,576
-1,903 Closed
0 $0
Q3 2020

Oct 22, 2020
BUY
$109.14 - $114.48 $207,693 - $217,855
1,903 New
1,903 $211,000
Q2 2020

Aug 12, 2020
SELL
$93.85 - $109.23 $200,369 - $233,206
-2,135 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$111.26 - $114.74 $237,540 - $244,969
2,135 New
2,135 $244,000
Q3 2019

Nov 04, 2019
SELL
$112.56 - $115.59 $217,128 - $222,973
-1,929 Closed
0 $0
Q2 2019

Aug 01, 2019
BUY
$108.45 - $113.94 $8,567 - $9,001
79 Added 4.27%
1,929 $0
Q1 2019

May 14, 2019
BUY
$103.91 - $110.19 $192,233 - $203,851
1,850 New
1,850 $0

Others Institutions Holding EMB

# of Institutions
964
Shares Held
139M
Call Options Held
4.86M
Put Options Held
10.5M
View Full List

About ISHARES TR

EMB Quotes by TradingView
  • Ticker EMB
  • Sector ETFs
  • Industry ETFs
More about EMB
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email