Summit Investment Advisory Services, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History
Summit Investment Advisory Services, LLC
- $118 Billion
- Q2 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 93,176 shares of IBHG stock, worth $2.09 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
93,176Holding current value
$2.09 Million% of portfolio
1.78%Shares
1 transactions
Others Institutions Holding IBHG
# of Institutions
91Shares Held
7.86MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.17MShares$26.1 Million1.91% of portfolio
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Northwestern Mutual Wealth Management CO779KShares$17.5 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA491KShares$11 Million0.0% of portfolio
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Keeler T Homas Management LLC429KShares$9.62 Million4.37% of portfolio
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Lpl Financial LLC Fort Mill, SC406KShares$9.1 Million0.0% of portfolio