Summit Investment Advisors, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Summit Investment Advisors, Inc.
- $121 Billion
- Q2 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 186,724 shares of IBDR stock, worth $4.43 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
186,724
Previous 178,471
4.62%
Holding current value
$4.43 Million
Previous $4.31 Billion
4.8%
% of portfolio
3.72%
Previous 3.83%
Shares
3 transactions
Others Institutions Holding IBDR
# of Institutions
443Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.96MShares$213 Million0.02% 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
-
Lpl Financial LLC Fort Mill, SC2.62MShares$62.3 Million0.03% of portfolio