Summit Wealth Partners, LLC Ishares Ibonds 2024 Term High Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Sep 11, 2024	SELL	$23.14 - $23.28 $92,259 - $92,817	-3,987 Reduced 27.5%	10,509 $244 Million
Q1 2024 Sep 11, 2024	SELL	$23.16 - $23.38 $97,272 - $98,196	-4,200 Reduced 22.46%	14,496 $338 Million
Q4 2023 Sep 11, 2024	BUY	$23.0 - $23.3 $50,600 - $51,260	2,200 Added 13.34%	18,696 $434 Million
Q3 2023 Sep 11, 2024	BUY	$22.91 - $23.24 $10,401 - $10,550	454 Added 2.83%	16,496 $383 Million
Q2 2023 Sep 11, 2024	BUY	$22.78 - $23.08 $71,438 - $72,378	3,136 Added 24.3%	16,042 $370 Million
Q1 2023 Sep 11, 2024	BUY	$22.73 - $23.23 $14,797 - $15,122	651 Added 5.31%	12,906 $299 Million
Q4 2022 Sep 11, 2024	BUY	$22.19 - $23.0 $271,938 - $281,865	12,255 New	12,255 $278 Million

Others Institutions Holding IBHD

# of Institutions

120

Shares Held

10M

Call Options Held

0

Put Options Held

0

Mid American Wealth Advisory Group, Inc. Kansas City, MO

1.29M
Shares

$29.8 Million
18.83% of portfolio
Bank Of America Corp Charlotte, NC

794K
Shares

$18.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

676K
Shares

$15.7 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

664K
Shares

$15.4 Million
0.92% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

469K
Shares

$10.9 Million
0.01% of portfolio

About ISHARES IBONDS 2024 TERM HIGH

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