Summit Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 37,072 shares of IBDQ stock, worth $932,731. This represents 0.19% of its overall portfolio holdings.

Number of Shares

37,072

Previous 37,997 2.43%

Holding current value

$932,731

Previous $954 Million 2.63%

% of portfolio

0.19%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$25.0 - $25.11 $23,125 - $23,226	-925 Reduced 2.43%	37,072 $929 Million
Q3 2024 Oct 28, 2024	BUY	$24.78 - $25.11 $110,642 - $112,116	4,465 Added 13.32%	37,997 $954 Million
Q2 2024 Sep 11, 2024	BUY	$24.69 - $24.86 $77,773 - $78,309	3,150 Added 10.37%	33,532 $834 Million
Q4 2023 Sep 11, 2024	BUY	$24.29 - $24.76 $103,402 - $105,403	4,257 Added 16.29%	30,382 $752 Million
Q3 2023 Sep 11, 2024	BUY	$24.29 - $24.48 $127,231 - $128,226	5,238 Added 25.08%	26,125 $637 Million
Q2 2023 Sep 11, 2024	BUY	$24.34 - $24.65 $89,327 - $90,465	3,670 Added 21.32%	20,887 $509 Million
Q1 2023 Sep 11, 2024	BUY	$24.13 - $24.64 $208,989 - $213,407	8,661 Added 101.23%	17,217 $422 Million
Q4 2022 Sep 11, 2024	BUY	$23.87 - $24.49 $204,231 - $209,536	8,556 New	8,556 $208 Million

Others Institutions Holding IBDQ

# of Institutions

406

Shares Held

85.4M

Call Options Held

Put Options Held

View Full List

About ISHARES IBONDS DEC 2025 TERM C

Ticker IBDQ
Sector ETFs
Industry ETFs

More about IBDQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History