Summit Wealth Partners, LLC Ishares Ibonds 2025 Term High Transaction History

Summit Wealth Partners, LLC

$482 Billion
Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 23,804 shares of IBHE stock, worth $552,490. This represents 0.12% of its overall portfolio holdings.

Number of Shares

23,804

Previous 25,248 5.72%

Holding current value

$552,490

Previous $590 Million 6.14%

% of portfolio

0.12%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 11, 2024	SELL	$23.19 - $23.37 $33,486 - $33,746	-1,444 Reduced 5.72%	23,804 $554 Million
Q1 2024 Sep 11, 2024	BUY	$23.04 - $23.43 $806 - $820	35 Added 0.14%	25,248 $590 Million
Q4 2023 Sep 11, 2024	BUY	$22.62 - $23.26 $90,932 - $93,505	4,020 Added 18.97%	25,213 $582 Million
Q3 2023 Sep 11, 2024	BUY	$22.69 - $23.07 $11,571 - $11,765	510 Added 2.47%	21,193 $486 Million
Q2 2023 Sep 11, 2024	BUY	$22.61 - $23.0 $70,678 - $71,898	3,126 Added 17.8%	20,683 $476 Million
Q1 2023 Sep 11, 2024	BUY	$22.48 - $23.06 $79,197 - $81,240	3,523 Added 25.1%	17,557 $402 Million
Q4 2022 Sep 11, 2024	BUY	$22.04 - $22.94 $309,309 - $321,939	14,034 New	14,034 $316 Million

Others Institutions Holding IBHE

# of Institutions

113

Shares Held

14.5M

Call Options Held

Put Options Held

View Full List

About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
Sector ETFs
Industry ETFs

More about IBHE

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.

Account

Summit Wealth Partners, LLC Ishares Ibonds 2025 Term High Transaction History