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

112

Shares Held

7.85M

Call Options Held

0

Put Options Held

0

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

1.29M
Shares

$30 Million
18.83% of portfolio
Lpl Financial LLC Fort Mill, SC

485K
Shares

$11.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

469K
Shares

$10.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

464K
Shares

$10.8 Million
0.0% of portfolio
Asset Dedication, LLC

327K
Shares

$7.6 Million
0.52% of portfolio

About ISHARES IBONDS 2024 TERM HIGH

Ticker IBHD
Sector ETFs
Industry ETFs

More about IBHD

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.