Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 29,225 shares of IBTH stock, worth $651,425. This represents 0.13% of its overall portfolio holdings.

Number of Shares
29,225
Previous 29,079 0.5%
Holding current value
$651,425
Previous $642 Million 3.05%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$21.96 - $22.69 $3,206 - $3,312
146 Added 0.5%
29,225 $662 Million
Q2 2024

Sep 11, 2024
BUY
$21.83 - $22.09 $424,004 - $429,054
19,423 Added 201.15%
29,079 $642 Million
Q4 2023

Sep 11, 2024
BUY
$21.61 - $22.41 $208,666 - $216,390
9,656 New
9,656 $216 Million

Others Institutions Holding IBTH

# of Institutions
198
Shares Held
32.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
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