Summit Investment Advisory Services, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Summit Investment Advisory Services, LLC
- $85.1 Billion
- Q2 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 151,317 shares of IBDQ stock, worth $3.79 Million. This represents 4.42% of its overall portfolio holdings.
Number of Shares
151,317Holding current value
$3.79 Million% of portfolio
4.42%Shares
1 transactions
Others Institutions Holding IBDQ
# of Institutions
381Shares Held
79.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.46MShares$187 Million0.02% of portfolio
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Morgan Stanley New York, NY3.42MShares$85.7 Million0.01% of portfolio
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Ubs Group Ag3.03MShares$76 Million0.02% of portfolio
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Hm Payson & CO Portland, ME2.68MShares$67.2 Million1.21% of portfolio
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Mercer Global Advisors Inc Denver, CO2.35MShares$58.9 Million0.15% of portfolio