Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 16,164 shares of IBDU stock, worth $380,338. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,164
Previous 14,365 12.52%
Holding current value
$380,338
Previous $328 Million 11.78%
% of portfolio
0.08%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024
BUY
$22.29 - $22.77 $40,099 - $40,963
1,799 Added 12.52%
16,164 $366 Million
Q4 2023

Sep 11, 2024
BUY
$21.44 - $23.11 $307,985 - $331,975
14,365 New
14,365 $331 Million

Others Institutions Holding IBDU

# of Institutions
205
Shares Held
48.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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