Summit Financial, LLC Ishares Tr Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial, LLC holds 2,347 shares of IAK stock, worth $313,629. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,347
Previous 3,444 31.85%
Holding current value
$313,629
Previous $463,000 32.18%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$126.37 - $134.46 $138,627 - $147,502
-1,097 Reduced 31.85%
2,347 $314,000
Q2 2025

Aug 13, 2025
SELL
$122.44 - $138.47 $227,003 - $256,723
-1,854 Reduced 34.99%
3,444 $463,000
Q1 2025

May 14, 2025
BUY
$121.85 - $137.9 $645,561 - $730,594
5,298 New
5,298 $730,000

Others Institutions Holding IAK

# of Institutions
177
Shares Held
3.68M
Call Options Held
400
Put Options Held
400
View Full List

About ISHARES TR

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