Summit Investment Advisors, Inc. Ishares Tr Ibonds 2027 Term Hi Transaction History
Summit Investment Advisors, Inc.
- $121 Billion
- Q2 2025
A detailed history of Summit Investment Advisors, Inc. transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 97,610 shares of IBHG stock, worth $2.19 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
97,610
Previous 90,340
8.05%
Holding current value
$2.19 Million
Previous $2.01 Billion
8.87%
% of portfolio
1.8%
Previous 1.79%
Shares
3 transactions
Others Institutions Holding IBHG
# of Institutions
92Shares Held
8.86MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.46MShares$32.8 Million2.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ800KShares$18 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO779KShares$17.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA491KShares$11 Million0.0% of portfolio
-
Keeler T Homas Management LLC429KShares$9.65 Million4.37% of portfolio