Summit Wealth Partners, LLC Ishares U.S. Fixed Income Bala Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Sep 11, 2024	SELL	$80.41 - $84.93 $399,718 - $422,187	-4,971 Closed	0 $0
Q3 2022 Sep 11, 2024	SELL	$81.4 - $88.85 $1,953 - $2,132	-24 Reduced 0.48%	4,971 $407 Million
Q2 2022 Sep 11, 2024	SELL	$83.7 - $92.32 $4.82 Million - $5.32 Million	-57,642 Reduced 92.03%	4,995 $429 Million
Q1 2022 Sep 11, 2024	BUY	$91.46 - $99.22 $202,400 - $219,573	2,213 Added 3.66%	62,637 $5.8 Billion
Q4 2021 Sep 10, 2024	BUY	$98.89 - $100.51 $48,950 - $49,752	495 Added 0.83%	60,424 $6.02 Billion
Q3 2021 Sep 10, 2024	BUY	$100.27 - $101.41 $404,188 - $408,783	4,031 Added 7.21%	59,929 $6.01 Billion
Q2 2021 Sep 10, 2024	BUY	$99.76 - $100.64 $360,632 - $363,813	3,615 Added 6.91%	55,898 $5.63 Billion
Q1 2021 Sep 10, 2024	BUY	$99.48 - $102.61 $269,590 - $278,073	2,710 Added 5.47%	52,283 $5.22 Billion
Q4 2020 Sep 10, 2024	BUY	$101.21 - $102.6 $584,285 - $592,309	5,773 Added 13.18%	49,573 $5.09 Billion
Q3 2020 Sep 10, 2024	BUY	$101.09 - $102.67 $340,774 - $346,100	3,371 Added 8.34%	43,800 $4.45 Billion
Q2 2020 Sep 10, 2024	BUY	$96.79 - $101.79 $111,986 - $117,771	1,157 Added 2.95%	40,429 $4.1 Billion
Q1 2020 Sep 10, 2024	SELL	$90.89 - $102.94 $7,998 - $9,058	-88 Reduced 0.22%	39,272 $3.83 Billion
Q4 2019 Sep 09, 2024	BUY	$101.07 - $102.0 $3.98 Million - $4.01 Million	39,360 New	39,360 $4.01 Billion

Others Institutions Holding FIBR

# of Institutions

22

Shares Held

366K

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

160K
Shares

$14 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

110K
Shares

$9.6 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

50.9K
Shares

$4.45 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

6.65K
Shares

$581,609
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

5.71K
Shares

$499,484
0.0% of portfolio

About ISHARES U.S. FIXED INCOME BALA

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