Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 43,940 shares of IBTG stock, worth $1.01 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

43,940

Previous 33,880 29.69%

Holding current value

$1.01 Million

Previous $769 Million 29.38%

% of portfolio

0.21%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 11, 2024	BUY	$22.46 - $22.66 $225,947 - $227,959	10,060 Added 29.69%	43,940 $995 Million
Q1 2024 Sep 11, 2024	SELL	$22.62 - $22.94 $29,202 - $29,615	-1,291 Reduced 3.67%	33,880 $769 Million
Q4 2023 Sep 11, 2024	BUY	$22.32 - $22.86 $75,039 - $76,855	3,362 Added 10.57%	35,171 $804 Million
Q3 2023 Sep 11, 2024	BUY	$22.4 - $22.75 $172,345 - $175,038	7,694 Added 31.91%	31,809 $715 Million
Q2 2023 Sep 11, 2024	BUY	$22.63 - $23.26 $98,236 - $100,971	4,341 Added 21.95%	24,115 $546 Million
Q1 2023 Sep 11, 2024	BUY	$22.41 - $23.23 $83,029 - $86,067	3,705 Added 23.06%	19,774 $456 Million
Q4 2022 Sep 11, 2024	BUY	$22.35 - $22.99 $359,142 - $369,426	16,069 New	16,069 $365 Million

Others Institutions Holding IBTG

# of Institutions

195

Shares Held

37.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
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Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History