Summit Wealth Partners, LLC Ishares Core S&P U.S. Value Et Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 34,440 shares of IUSV stock, worth $3.27 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

34,440

Previous 33,927 1.51%

Holding current value

$3.27 Million

Previous $2.99 Billion 9.99%

% of portfolio

0.63%

Previous 0.62%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$87.56 - $95.49 $44,918 - $48,986	513 Added 1.51%	34,440 $3.29 Billion
Q2 2024 Sep 11, 2024	BUY	$85.39 - $90.42 $60,456 - $64,017	708 Added 2.13%	33,927 $2.99 Billion
Q1 2024 Sep 11, 2024	BUY	$82.87 - $90.44 $828 - $904	10 Added 0.03%	33,219 $3 Billion
Q4 2023 Sep 11, 2024	BUY	$71.48 - $84.61 $30,950 - $36,636	433 Added 1.32%	33,209 $2.8 Billion
Q3 2023 Sep 11, 2024	BUY	$74.38 - $81.04 $498,345 - $542,968	6,700 Added 25.69%	32,776 $2.45 Billion
Q2 2023 Sep 11, 2024	SELL	$72.65 - $78.26 $17,944 - $19,330	-247 Reduced 0.94%	26,076 $2.04 Billion
Q1 2023 Sep 11, 2024	SELL	$70.21 - $77.86 $42,547 - $47,183	-606 Reduced 2.25%	26,323 $1.94 Billion
Q4 2022 Sep 11, 2024	BUY	$63.23 - $73.93 $9,863 - $11,533	156 Added 0.58%	26,929 $1.9 Billion
Q3 2022 Sep 11, 2024	BUY	$62.61 - $73.64 $11,457 - $13,476	183 Added 0.69%	26,773 $1.68 Billion
Q2 2022 Sep 11, 2024	BUY	$64.88 - $77.18 $152,532 - $181,450	2,351 Added 9.7%	26,590 $1.78 Billion
Q1 2022 Sep 11, 2024	BUY	$71.81 - $77.49 $8,401 - $9,066	117 Added 0.49%	24,239 $1.84 Billion
Q4 2021 Sep 10, 2024	BUY	$71.13 - $76.45 $156,059 - $167,731	2,194 Added 10.01%	24,122 $1.84 Billion
Q3 2021 Sep 10, 2024	BUY	$69.93 - $74.13 $19,580 - $20,756	280 Added 1.29%	21,928 $1.55 Billion
Q2 2021 Sep 10, 2024	BUY	$69.41 - $73.87 $139,305 - $148,257	2,007 Added 10.22%	21,648 $1.56 Billion
Q1 2021 Sep 10, 2024	BUY	$61.28 - $69.6 $6,066 - $6,890	99 Added 0.51%	19,641 $1.35 Billion
Q4 2020 Sep 10, 2024	SELL	$53.17 - $62.19 $2,658 - $3,109	-50 Reduced 0.26%	19,542 $1.22 Billion
Q3 2020 Sep 10, 2024	BUY	$51.46 - $57.08 $7,255 - $8,048	141 Added 0.72%	19,592 $1.06 Billion
Q2 2020 Sep 10, 2024	BUY	$44.04 - $57.88 $4,888 - $6,424	111 Added 0.57%	19,451 $1.02 Billion
Q1 2020 Sep 10, 2024	SELL	$39.87 - $63.83 $2,591 - $4,148	-65 Reduced 0.33%	19,340 $893 Million
Q4 2019 Sep 09, 2024	BUY	$55.95 - $63.08 $1.09 Million - $1.22 Million	19,405 New	19,405 $1.22 Billion

Others Institutions Holding IUSV

# of Institutions

700

Shares Held

158M

Call Options Held

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Summit Wealth Partners, LLC Ishares Core S&P U.S. Value Et Transaction History