Summit Wealth Partners, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 250,413 shares of IGIB stock, worth $13.2 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

250,413

Previous 246,664 1.52%

Holding current value

$13.2 Million

Previous $13.3 Billion 2.66%

% of portfolio

2.65%

Previous 2.55%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$51.33 - $53.74 $192,436 - $201,471	3,749 Added 1.52%	250,413 $12.9 Billion
Q3 2024 Oct 28, 2024	BUY	$50.85 - $53.88 $85,580 - $90,680	1,683 Added 0.69%	246,664 $13.3 Billion
Q2 2024 Sep 11, 2024	BUY	$50.02 - $51.62 $408,713 - $421,787	8,171 Added 3.45%	244,981 $12.6 Billion
Q1 2024 Sep 11, 2024	BUY	$50.83 - $52.07 $440,594 - $451,342	8,668 Added 3.8%	236,810 $12.2 Billion
Q4 2023 Sep 11, 2024	BUY	$47.27 - $52.23 $694,963 - $767,885	14,702 Added 6.89%	228,142 $11.9 Billion
Q3 2023 Sep 11, 2024	BUY	$48.57 - $50.82 $411,193 - $430,242	8,466 Added 4.13%	213,440 $10.4 Billion
Q2 2023 Sep 11, 2024	BUY	$50.09 - $51.62 $1.25 Million - $1.29 Million	24,990 Added 13.88%	204,974 $10.4 Billion
Q1 2023 Sep 11, 2024	BUY	$49.38 - $52.0 $142,313 - $149,864	2,882 Added 1.63%	179,984 $9.23 Billion
Q4 2022 Sep 11, 2024	SELL	$47.0 - $50.83 $1.1 Million - $1.19 Million	-23,405 Reduced 11.67%	177,102 $8.77 Billion
Q3 2022 Sep 11, 2024	SELL	$47.86 - $52.82 $423,273 - $467,140	-8,844 Reduced 4.22%	200,507 $9.68 Billion
Q2 2022 Sep 11, 2024	SELL	$49.95 - $54.8 $1.87 Million - $2.05 Million	-37,339 Reduced 15.14%	209,351 $10.7 Billion
Q1 2022 Sep 11, 2024	BUY	$54.28 - $58.95 $596,917 - $648,273	10,997 Added 4.67%	246,690 $13.5 Billion
Q4 2021 Sep 10, 2024	BUY	$58.91 - $60.23 $667,627 - $682,586	11,333 Added 5.05%	235,693 $14 Billion
Q3 2021 Sep 10, 2024	BUY	$60.06 - $61.16 $515,675 - $525,119	8,586 Added 3.98%	224,360 $13.5 Billion
Q2 2021 Sep 10, 2024	BUY	$59.11 - $60.52 $513,015 - $525,253	8,679 Added 4.19%	215,774 $13.1 Billion
Q1 2021 Sep 10, 2024	BUY	$58.97 - $61.74 $407,010 - $426,129	6,902 Added 3.45%	207,095 $12.3 Billion
Q4 2020 Sep 10, 2024	BUY	$60.52 - $61.79 $913,730 - $932,905	15,098 Added 8.16%	200,193 $12.4 Billion
Q3 2020 Sep 10, 2024	BUY	$60.3 - $61.57 $1.45 Million - $1.48 Million	23,999 Added 14.9%	185,095 $11.3 Billion
Q2 2020 Sep 10, 2024	BUY	$54.37 - $60.39 $151,474 - $168,246	2,786 Added 1.76%	161,096 $9.73 Billion
Q1 2020 Sep 10, 2024	SELL	$50.43 - $60.2 $564,160 - $673,457	-11,187 Reduced 6.6%	158,310 $8.69 Billion
Q4 2019 Sep 09, 2024	BUY	$57.47 - $58.27 $9.74 Million - $9.88 Million	169,497 New	169,497 $9.83 Billion

Others Institutions Holding IGIB

# of Institutions

692

Shares Held

229M

Call Options Held

24.1K

Put Options Held

5.8K

View Full List

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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Summit Wealth Partners, LLC Ishares Trust Ishares 5 10 Yea Transaction History