Summit Wealth Partners, LLC Ishares Msci Intl Quality Fact Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Msci Intl Quality Fact stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 288,790 shares of IQLT stock, worth $11.4 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
288,790
Previous 294,522 1.95%
Holding current value
$11.4 Million
Previous $11.5 Billion 4.18%
% of portfolio
2.31%
Previous 2.39%

Shares

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

Oct 28, 2024
SELL
$37.37 - $41.82 $214,204 - $239,712
-5,732 Reduced 1.95%
288,790 $12 Billion
Q2 2024

Sep 11, 2024
SELL
$37.62 - $40.69 $954,870 - $1.03 Million
-25,382 Reduced 7.93%
294,522 $11.5 Billion
Q1 2024

Sep 11, 2024
SELL
$36.14 - $39.86 $101,119 - $111,528
-2,798 Reduced 0.87%
319,904 $12.7 Billion
Q4 2023

Sep 11, 2024
BUY
$32.36 - $37.66 $7,119 - $8,285
220 Added 0.07%
322,702 $12.1 Billion
Q3 2023

Sep 11, 2024
BUY
$33.33 - $36.49 $397,226 - $434,887
11,918 Added 3.84%
322,482 $10.8 Billion
Q2 2023

Sep 11, 2024
SELL
$34.71 - $36.35 $50,121 - $52,489
-1,444 Reduced 0.46%
310,564 $11.1 Billion
Q1 2023

Sep 11, 2024
SELL
$32.56 - $35.41 $418,656 - $455,301
-12,858 Reduced 3.96%
312,008 $11 Billion
Q4 2022

Sep 11, 2024
SELL
$27.67 - $33.75 $207,580 - $253,192
-7,502 Reduced 2.26%
324,866 $10.5 Billion
Q3 2022

Sep 11, 2024
SELL
$27.52 - $33.12 $102,264 - $123,073
-3,716 Reduced 1.11%
332,368 $9.23 Billion
Q2 2022

Sep 11, 2024
SELL
$30.11 - $37.35 $1.36 Million - $1.69 Million
-45,311 Reduced 11.88%
336,084 $10.4 Billion
Q1 2022

Sep 11, 2024
BUY
$33.72 - $39.59 $319,058 - $374,600
9,462 Added 2.54%
381,395 $14.1 Billion
Q4 2021

Sep 10, 2024
BUY
$37.74 - $40.41 $793,332 - $849,458
21,021 Added 5.99%
371,933 $14.6 Billion
Q3 2021

Sep 10, 2024
BUY
$37.88 - $40.71 $1.08 Million - $1.16 Million
28,536 Added 8.85%
350,912 $13.3 Billion
Q2 2021

Sep 10, 2024
BUY
$37.01 - $39.8 $11.5 Million - $12.4 Million
312,065 Added 3026.53%
322,376 $12.4 Billion
Q1 2021

Sep 10, 2024
BUY
$35.14 - $37.12 $362,328 - $382,744
10,311 New
10,311 $376 Million
Q2 2020

Sep 10, 2024
SELL
$24.88 - $30.65 $296,544 - $365,317
-11,919 Closed
0 $0
Q1 2020

Sep 10, 2024
SELL
$22.29 - $32.88 $86,663 - $127,837
-3,888 Reduced 24.6%
11,919 $308 Million
Q4 2019

Sep 09, 2024
BUY
$28.87 - $32.33 $456,348 - $511,040
15,807 New
15,807 $510 Million

Others Institutions Holding IQLT

# of Institutions
497
Shares Held
200M
Call Options Held
0
Put Options Held
100
View Full List

About ISHARES MSCI INTL QUALITY FACT

IQLT Quotes by TradingView
  • Ticker IQLT
  • Sector ETFs
  • Industry ETFs
More about IQLT
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email