Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 17,678 shares of IBDS stock, worth $425,686. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,678

Previous 17,956 1.55%

Holding current value

$425,686

Previous $438 Million 3.2%

% of portfolio

0.09%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$23.88 - $24.32 $6,638 - $6,760	-278 Reduced 1.55%	17,678 $424 Million
Q2 2024 Sep 11, 2024	BUY	$23.48 - $23.77 $19,840 - $20,085	845 Added 4.94%	17,956 $426 Million
Q1 2024 Sep 11, 2024	SELL	$23.67 - $24.03 $29,090 - $29,532	-1,229 Reduced 6.7%	17,111 $407 Million
Q4 2023 Sep 11, 2024	BUY	$22.84 - $23.94 $63,540 - $66,601	2,782 Added 17.88%	18,340 $439 Million
Q3 2023 Sep 11, 2024	BUY	$23.07 - $23.6 $49,116 - $50,244	2,129 Added 15.85%	15,558 $360 Million
Q2 2023 Sep 11, 2024	BUY	$23.39 - $23.94 $19,787 - $20,253	846 Added 6.72%	13,429 $315 Million
Q1 2023 Sep 11, 2024	BUY	$23.15 - $24.01 $67,435 - $69,941	2,913 Added 30.12%	12,583 $300 Million
Q4 2022 Sep 11, 2024	BUY	$22.55 - $23.67 $218,058 - $228,888	9,670 New	9,670 $226 Million

Others Institutions Holding IBDS

# of Institutions

351

Shares Held

86.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History