Summit Financial Strategies, Inc. Ishares Tr Transaction History

Summit Financial Strategies, Inc.

$836 Million
Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,820 shares of IYH stock, worth $230,613. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,820

Previous 3,820 -0.0%

Holding current value

$230,613

Previous $248,000 10.48%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$60.83 - $309.78 $185,896 - $946,687	3,056 Added 400.0%	3,820 $236,000
Q4 2022 Jan 20, 2023	BUY	$50.9 - $291.18 $38,887 - $222,461	764 New	764 $0
Q1 2022 May 04, 2022	SELL	$266.13 - $297.6 $57,750 - $64,579	-217 Reduced 22.12%	764 $221,000
Q4 2021 Feb 03, 2022	BUY	$271.82 - $301.88 $30,715 - $34,112	113 Added 13.02%	981 $295,000
Q2 2021 Aug 11, 2021	BUY	$251.53 - $273.61 $218,328 - $237,493	868 New	868 $237,000

Others Institutions Holding IYH

# of Institutions

552

Shares Held

24.4M

Call Options Held

5.3K

Put Options Held

500

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Summit Financial Strategies, Inc. Ishares Tr Transaction History