Summit Wealth Partners, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 29,024 shares of IBDP stock, worth $729,953. This represents 0.14% of its overall portfolio holdings.

Number of Shares

29,024

Previous 29,225 0.69%

Holding current value

$729,953

Previous $734 Million 0.37%

% of portfolio

0.14%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$25.04 - $25.21 $5,033 - $5,067	-201 Reduced 0.69%	29,024 $732 Million
Q2 2024 Sep 11, 2024	SELL	$24.98 - $25.13 $148,880 - $149,774	-5,960 Reduced 16.94%	29,225 $734 Million
Q1 2024 Sep 11, 2024	SELL	$24.89 - $25.05 $7,491 - $7,540	-301 Reduced 0.85%	35,185 $881 Million
Q4 2023 Sep 11, 2024	BUY	$24.66 - $24.91 $124,459 - $125,720	5,047 Added 16.58%	35,486 $884 Million
Q3 2023 Sep 11, 2024	BUY	$24.53 - $24.74 $54,677 - $55,145	2,229 Added 7.9%	30,439 $753 Million
Q2 2023 Sep 11, 2024	BUY	$24.51 - $24.65 $349,733 - $351,730	14,269 Added 102.35%	28,210 $695 Million
Q1 2023 Sep 11, 2024	BUY	$24.39 - $24.64 $340,020 - $343,506	13,941 New	13,941 $343 Million

Others Institutions Holding IBDP

# of Institutions

362

Shares Held

68.9M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2024 TERM C

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Summit Wealth Partners, LLC Ishares Ibonds Dec 2024 Term C Transaction History