Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 38,069 shares of IBDR stock, worth $904,138. This represents 0.19% of its overall portfolio holdings.

Number of Shares
38,069
Previous 31,877 19.42%
Holding current value
$904,138
Previous $775 Million 18.29%
% of portfolio
0.19%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
N/A
6,192 Added 19.42%
38,069 $916 Million
Q3 2024

Oct 28, 2024
BUY
$23.75 - $23.75 $21,066 - $21,066
887 Added 2.86%
31,877 $775 Million
Q2 2024

Sep 11, 2024
SELL
$23.65 - $23.82 $39,069 - $39,350
-1,652 Reduced 5.06%
30,990 $738 Million
Q4 2023

Sep 11, 2024
BUY
$23.15 - $23.9 $225,666 - $232,977
9,748 Added 42.58%
32,642 $780 Million
Q3 2023

Sep 11, 2024
BUY
$23.28 - $23.6 $119,659 - $121,304
5,140 Added 28.95%
22,894 $534 Million
Q2 2023

Sep 11, 2024
BUY
$23.42 - $23.83 $93,867 - $95,510
4,008 Added 29.16%
17,754 $417 Million
Q1 2023

Sep 11, 2024
BUY
$23.14 - $23.86 $318,082 - $327,979
13,746 New
13,746 $326 Million

Others Institutions Holding IBDR

# of Institutions
383
Shares Held
92.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email