Summit Asset Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Summit Asset Management, LLC
- $844 Million
- Q2 2024
A detailed history of Summit Asset Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Summit Asset Management, LLC holds 598,378 shares of IBDQ stock, worth $15 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
598,378
Previous 586,460
2.03%
Holding current value
$15 Million
Previous $14.6 Million
2.23%
% of portfolio
1.76%
Previous 1.73%
Shares
9 transactions
Others Institutions Holding IBDQ
# of Institutions
381Shares Held
79.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.46MShares$187 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.42MShares$85.9 Million0.01% of portfolio
-
Ubs Group Ag3.03MShares$76.1 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.68MShares$67.3 Million1.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.35MShares$59 Million0.15% of portfolio