Summit Wealth Partners, LLC Ishares Tr Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 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 142,295 shares of IEFA stock, worth $12.6 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

142,295

Previous 143,895 1.11%

Holding current value

$12.6 Million

Previous $12 Billion 3.42%

% of portfolio

2.24%

Previous 2.29%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$81.7 - $87.53 $130,720 - $140,048	-1,600 Reduced 1.11%	142,295 $12.4 Billion
Q2 2025 Aug 11, 2025	SELL	$67.83 - $84.09 $74,613 - $92,499	-1,100 Reduced 0.76%	143,895 $12 Billion
Q1 2025 May 06, 2025	BUY	$69.57 - $78.65 $29,080 - $32,875	418 Added 0.29%	144,995 $11 Billion
Q4 2024 Jan 27, 2025	SELL	$70.06 - $77.43 $17,374 - $19,202	-248 Reduced 0.17%	144,577 $10.2 Billion
Q3 2024 Oct 28, 2024	BUY	$70.09 - $78.74 $7,920 - $8,897	113 Added 0.08%	144,825 $11.3 Billion

Q2 2024 Sep 11, 2024	SELL	$70.77 - $76.19 $382,158 - $411,426	-5,400 Reduced 3.6%	144,712 $10.5 Billion
Q1 2024 Sep 11, 2024	BUY	$68.14 - $74.43 $190,723 - $208,329	2,799 Added 1.9%	150,112 $11.1 Billion
Q4 2023 Sep 11, 2024	SELL	$61.3 - $70.47 $15,815 - $18,181	-258 Reduced 0.17%	147,313 $10.4 Billion
Q3 2023 Sep 11, 2024	BUY	$64.04 - $69.58 $344,535 - $374,340	5,380 Added 3.78%	147,571 $9.5 Billion
Q2 2023 Sep 11, 2024	SELL	$66.03 - $69.1 $50,182 - $52,515	-760 Reduced 0.53%	142,191 $9.6 Billion
Q1 2023 Sep 11, 2024	SELL	$62.17 - $67.7 $214,424 - $233,497	-3,449 Reduced 2.36%	142,951 $9.56 Billion
Q4 2022 Sep 11, 2024	SELL	$52.35 - $63.65 $315,461 - $383,554	-6,026 Reduced 3.95%	146,400 $9.02 Billion
Q3 2022 Sep 11, 2024	SELL	$52.32 - $63.1 $76,648 - $92,441	-1,465 Reduced 0.95%	152,426 $8.03 Billion
Q2 2022 Sep 11, 2024	SELL	$57.91 - $70.46 $855,446 - $1.04 Million	-14,772 Reduced 8.76%	153,891 $9.06 Billion
Q1 2022 Sep 11, 2024	BUY	$63.26 - $75.48 $50,354 - $60,082	796 Added 0.47%	168,663 $11.7 Billion
Q4 2021 Sep 10, 2024	BUY	$72.36 - $77.76 $397,039 - $426,669	5,487 Added 3.38%	167,867 $12.5 Billion
Q3 2021 Sep 10, 2024	BUY	$72.98 - $78.2 $634,707 - $680,105	8,697 Added 5.66%	162,380 $12.1 Billion
Q2 2021 Sep 10, 2024	BUY	$73.11 - $77.88 $649,363 - $691,730	8,882 Added 6.13%	153,683 $11.5 Billion
Q1 2021 Sep 10, 2024	BUY	$68.58 - $73.12 $892,500 - $951,583	13,014 Added 9.88%	144,801 $10.4 Billion
Q4 2020 Sep 10, 2024	BUY	$58.13 - $69.71 $1 Million - $1.2 Million	17,280 Added 15.09%	131,787 $9.11 Billion
Q3 2020 Sep 10, 2024	SELL	$57.43 - $62.28 $124,450 - $134,960	-2,167 Reduced 1.86%	114,507 $6.9 Billion
Q2 2020 Sep 10, 2024	SELL	$47.43 - $60.75 $181,040 - $231,882	-3,817 Reduced 3.17%	116,674 $6.67 Billion
Q1 2020 Sep 10, 2024	SELL	$43.31 - $66.12 $70,811 - $108,106	-1,635 Reduced 1.34%	120,491 $6.01 Billion
Q4 2019 Sep 09, 2024	BUY	$59.36 - $65.51 $7.25 Million - $8 Million	122,126 New	122,126 $7.97 Billion

Others Institutions Holding IEFA

# of Institutions

2,415

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
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Summit Wealth Partners, LLC Ishares Tr Transaction History