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 225,739 shares of SHV stock, worth $24.9 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
225,739
Previous 292,466 22.82%
Holding current value
$24.9 Million
Previous $32.3 Million 22.77%
% of portfolio
0.42%
Previous 0.74%

Shares

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

Nov 14, 2025
SELL
$110.06 - $110.49 $7.34 Million - $7.37 Million
-66,727 Reduced 22.82%
225,739 $24.9 Million
Q2 2025

Aug 13, 2025
SELL
$110.06 - $110.46 $32.4 Million - $32.5 Million
-294,041 Reduced 50.13%
292,466 $32.3 Million
Q1 2025

May 14, 2025
BUY
$110.11 - $110.51 $64.6 Million - $64.8 Million
586,507 New
586,507 $64.8 Million
Q2 2024

Jul 31, 2024
SELL
$110.04 - $110.51 $1.03 Million - $1.03 Million
-9,352 Reduced 29.83%
21,998 $2.43 Million
Q1 2024

Apr 24, 2024
BUY
$110.11 - $110.57 $3.45 Million - $3.47 Million
31,350 New
31,350 $3.47 Million
Q3 2023

Nov 07, 2023
BUY
$109.99 - $110.5 $3.58 Million - $3.6 Million
32,585 New
32,585 $3.6 Million

Others Institutions Holding SHV

# of Institutions
782
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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