Summit Wealth Partners, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 77,039 shares of ISTB stock, worth $3.69 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
77,039
Previous 77,658 0.8%
Holding current value
$3.69 Million
Previous $3.68 Billion 1.95%
% of portfolio
0.72%
Previous 0.76%

Shares

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

Oct 28, 2024
SELL
$47.18 - $48.74 $29,204 - $30,170
-619 Reduced 0.8%
77,039 $3.75 Billion
Q2 2024

Sep 11, 2024
SELL
$46.84 - $47.46 $179,631 - $182,009
-3,835 Reduced 4.71%
77,658 $3.68 Billion
Q1 2024

Sep 11, 2024
BUY
$47.16 - $47.73 $76,116 - $77,036
1,614 Added 2.02%
81,493 $3.87 Billion
Q4 2023

Sep 11, 2024
BUY
$46.0 - $47.56 $105,340 - $108,912
2,290 Added 2.95%
79,879 $3.8 Billion
Q3 2023

Sep 11, 2024
BUY
$46.26 - $46.9 $307,120 - $311,369
6,639 Added 9.36%
77,589 $3.6 Billion
Q2 2023

Sep 11, 2024
SELL
$46.63 - $47.38 $65,328 - $66,379
-1,401 Reduced 1.94%
70,950 $3.31 Billion
Q1 2023

Sep 11, 2024
SELL
$46.16 - $47.28 $575,707 - $589,676
-12,472 Reduced 14.7%
72,351 $3.41 Billion
Q4 2022

Sep 11, 2024
BUY
$45.61 - $46.84 $391,561 - $402,121
8,585 Added 11.26%
84,823 $3.94 Billion
Q3 2022

Sep 11, 2024
SELL
$45.93 - $47.9 $258,723 - $269,820
-5,633 Reduced 6.88%
76,238 $3.51 Billion
Q2 2022

Sep 11, 2024
SELL
$46.78 - $48.31 $234,133 - $241,791
-5,005 Reduced 5.76%
81,871 $3.88 Billion
Q1 2022

Sep 11, 2024
BUY
$48.28 - $50.36 $93,132 - $97,144
1,929 Added 2.27%
86,876 $4.21 Billion
Q4 2021

Sep 10, 2024
BUY
$50.4 - $51.06 $215,157 - $217,975
4,269 Added 5.29%
84,947 $4.28 Billion
Q3 2021

Sep 10, 2024
BUY
$51.04 - $51.35 $98,303 - $98,900
1,926 Added 2.45%
80,678 $4.12 Billion
Q2 2021

Sep 10, 2024
BUY
$51.18 - $51.42 $191,566 - $192,465
3,743 Added 4.99%
78,752 $4.04 Billion
Q1 2021

Sep 10, 2024
BUY
$51.2 - $51.67 $320,256 - $323,195
6,255 Added 9.1%
75,009 $3.85 Billion
Q4 2020

Sep 10, 2024
BUY
$51.33 - $51.65 $784,938 - $789,831
15,292 Added 28.6%
68,754 $3.55 Billion
Q3 2020

Sep 10, 2024
BUY
$51.36 - $51.69 $217,355 - $218,752
4,232 Added 8.6%
53,462 $2.76 Billion
Q2 2020

Sep 10, 2024
BUY
$50.12 - $51.49 $136,075 - $139,795
2,715 Added 5.84%
49,230 $2.53 Billion
Q1 2020

Sep 10, 2024
SELL
$48.23 - $51.34 $30,577 - $32,549
-634 Reduced 1.34%
46,515 $2.35 Billion
Q4 2019

Sep 09, 2024
BUY
$50.24 - $50.61 $2.37 Million - $2.39 Million
47,149 New
47,149 $2.38 Billion

Others Institutions Holding ISTB

# of Institutions
386
Shares Held
57.6M
Call Options Held
0
Put Options Held
0
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
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More about ISTB
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