Summit Wealth Partners, LLC Ishares Tr Transaction History

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,324 shares of IDV stock, worth $203,483. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,324
Holding current value
$203,483
% of portfolio
0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$35.91 - $38.56 $191,184 - $205,293
5,324 New
5,324 $210 Million
Q3 2024

Oct 28, 2024
BUY
$27.62 - $30.64 $193,312 - $214,449
6,999 New
6,999 $212 Million
Q2 2024

Sep 11, 2024
SELL
$26.94 - $30.1 $471,611 - $526,930
-17,506 Closed
0 $0
Q1 2024

Sep 11, 2024
SELL
$26.95 - $28.13 $43,982 - $45,908
-1,632 Reduced 8.53%
17,506 $491 Million
Q4 2023

Sep 11, 2024
SELL
$24.46 - $28.13 $138,639 - $159,440
-5,668 Reduced 22.85%
19,138 $536 Million
Q3 2023

Sep 11, 2024
BUY
$25.3 - $27.59 $31,397 - $34,239
1,241 Added 5.27%
24,806 $630 Million
Q2 2023

Sep 11, 2024
SELL
$25.86 - $28.52 $8,016 - $8,841
-310 Reduced 1.3%
23,565 $620 Million
Q1 2023

Sep 11, 2024
BUY
$26.54 - $29.5 $159 - $177
6 Added 0.03%
23,875 $656 Million
Q4 2022

Sep 11, 2024
BUY
$22.26 - $27.56 $98,856 - $122,393
4,441 Added 22.86%
23,869 $648 Million
Q3 2022

Sep 11, 2024
BUY
$22.53 - $28.47 $40,914 - $51,701
1,816 Added 10.31%
19,428 $438 Million
Q2 2022

Sep 11, 2024
BUY
$26.84 - $32.0 $472,706 - $563,584
17,612 New
17,612 $478 Million

Others Institutions Holding IDV

# of Institutions
595
Shares Held
91.8M
Call Options Held
13.5K
Put Options Held
39.4K
View Full List

About ISHARES TR

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