Summit Investment Advisors, Inc. Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 262,378 shares of IBDS stock, worth $6.37 Million. This represents 5.24% of its overall portfolio holdings.

Number of Shares
262,378
Previous 252,469 3.92%
Holding current value
$6.37 Million
Previous $6.09 Billion 4.44%
% of portfolio
5.24%
Previous 5.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$23.96 - $24.27 $237,419 - $240,491
9,909 Added 3.92%
262,378 $6.36 Billion
Q1 2025

May 13, 2025
BUY
$23.9 - $24.18 $232,594 - $235,319
9,732 Added 4.01%
252,469 $6.09 Billion
Q4 2024

Feb 14, 2025
BUY
$23.88 - $24.32 $5.8 Million - $5.9 Million
242,737 New
242,737 $5.83 Billion

Others Institutions Holding IBDS

# of Institutions
414
Shares Held
106M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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