Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 52,099 shares of IBTE stock, worth $1.25 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

52,099

Previous 96,342 45.92%

Holding current value

$1.25 Million

Previous $2.31 Billion 45.83%

% of portfolio

0.26%

Previous 0.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 11, 2024	SELL	$23.85 - $23.98 $1.06 Million - $1.06 Million	-44,243 Reduced 45.92%	52,099 $1.25 Billion
Q1 2024 Sep 11, 2024	SELL	$23.85 - $23.95 $15,717 - $15,783	-659 Reduced 0.68%	96,342 $2.31 Billion
Q4 2023 Sep 11, 2024	BUY	$23.75 - $23.91 $233,890 - $235,465	9,848 Added 11.3%	97,001 $2.31 Billion
Q3 2023 Sep 11, 2024	BUY	$23.72 - $23.85 $542,096 - $545,067	22,854 Added 35.54%	87,153 $2.08 Billion
Q2 2023 Sep 11, 2024	BUY	$23.77 - $24.01 $201,260 - $203,292	8,467 Added 15.17%	64,299 $1.53 Billion
Q1 2023 Sep 11, 2024	BUY	$23.67 - $24.08 $770,789 - $784,141	32,564 Added 139.95%	55,832 $1.34 Billion
Q4 2022 Sep 11, 2024	BUY	$23.73 - $23.95 $552,149 - $557,268	23,268 New	23,268 $555 Million

Others Institutions Holding IBTE

# of Institutions

297

Shares Held

91.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
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Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History