Summit Wealth Group, LLC Ishares Tr Transaction History

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024

A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Group, LLC holds 2,896 shares of EMB stock, worth $258,612. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,896
Previous 2,839 2.01%
Holding current value
$258,612
Previous $251,000 7.97%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$87.75 - $93.74 $5,001 - $5,343
57 Added 2.01%
2,896 $271,000
Q2 2024

Jul 31, 2024
BUY
$86.66 - $89.88 $246,027 - $255,169
2,839 New
2,839 $251,000
Q2 2023

Jul 26, 2023
SELL
$83.9 - $86.54 $25.4 Million - $26.1 Million
-302,161 Reduced 99.07%
2,839 $246,000
Q1 2023

May 10, 2023
BUY
$83.99 - $89.55 $25.6 Million - $27.3 Million
305,000 New
305,000 $4,000
Q4 2021

Feb 14, 2022
SELL
$106.57 - $110.92 $599,456 - $623,925
-5,625 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$109.98 - $113.55 $618,637 - $638,718
5,625 New
5,625 $619,000
Q1 2021

May 11, 2021
SELL
$106.72 - $115.35 $431,255 - $466,129
-4,041 Closed
0 $0
Q3 2020

Nov 06, 2020
BUY
$109.14 - $114.48 $8,076 - $8,471
74 Added 1.87%
4,041 $448,000
Q2 2020

Aug 06, 2020
SELL
$93.85 - $109.23 $30,595 - $35,608
-326 Reduced 7.59%
3,967 $433,000
Q1 2020

May 12, 2020
BUY
$85.8 - $117.01 $28,914 - $39,432
337 Added 8.52%
4,293 $415,000
Q4 2019

Feb 10, 2020
BUY
$111.26 - $114.74 $440,144 - $453,911
3,956 New
3,956 $453,000

Others Institutions Holding EMB

# of Institutions
925
Shares Held
146M
Call Options Held
4.01M
Put Options Held
10.6M
View Full List

About ISHARES TR

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