Summit Investment Advisors, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Summit Investment Advisors, Inc.
- $112 Billion
- Q1 2025
A detailed history of Summit Investment Advisors, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 178,471 shares of IBDR stock, worth $4.24 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
178,471
Previous 167,693
6.43%
Holding current value
$4.24 Million
Previous $4.04 Billion
6.6%
% of portfolio
3.83%
Previous 3.59%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
430Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.96MShares$213 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.83MShares$115 Million1.06% of portfolio
-
Morgan Stanley New York, NY4.18MShares$99.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$65.4 Million1.17% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.76MShares$65.4 Million0.27% of portfolio