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 5,305 shares of IYH stock, worth $338,830. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,305

Previous 6,299 15.78%

Holding current value

$338,830

Previous $355,000 12.39%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$54.36 - $58.96 $54,033 - $58,606	-994 Reduced 15.78%	5,305 $311,000
Q2 2025 Aug 13, 2025	SELL	$53.97 - $60.17 $47,223 - $52,648	-875 Reduced 12.2%	6,299 $355,000
Q1 2025 May 14, 2025	SELL	$58.32 - $62.76 $136,060 - $146,419	-2,333 Reduced 24.54%	7,174 $436,000
Q4 2024 Feb 12, 2025	SELL	$57.53 - $65.24 $152,972 - $173,473	-2,659 Reduced 21.86%	9,507 $553,000
Q3 2024 Nov 12, 2024	SELL	$60.29 - $66.38 $59,988 - $66,048	-995 Reduced 7.56%	12,166 $790,000

Q2 2024 Jul 31, 2024	BUY	$58.05 - $61.75 $324,789 - $345,491	5,595 Added 73.95%	13,161 $806,000
Q1 2024 Apr 24, 2024	BUY	$60.83 - $309.78 $460,239 - $2.34 Million	7,566 New	7,566 $468,000

Others Institutions Holding IYH

# of Institutions

548

Shares Held

23.5M

Call Options Held

5.5K

Put Options Held

4.4K

View Full List

About ISHARES TR

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Summit Financial, LLC Ishares Tr Transaction History