Summit Financial, LLC Ishares Tr U.S. Transportation Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Summit Financial, LLC holds 3,708 shares of IYT stock, worth $264,751. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,708
Previous 3,262 13.67%
Holding current value
$264,751
Previous $223,000 18.83%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$66.62 - $72.7 $29,712 - $32,424
446 Added 13.67%
3,708 $265,000
Q2 2025

Aug 13, 2025
BUY
$55.22 - $68.54 $180,127 - $223,577
3,262 New
3,262 $223,000

Others Institutions Holding IYT

# of Institutions
196
Shares Held
4.99M
Call Options Held
68.1K
Put Options Held
49K
View Full List

About ISHARES TR U.S. TRANSPORTATION

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