Summit Asset Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Summit Asset Management, LLC
- $866 Million
- Q3 2024
A detailed history of Summit Asset Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Summit Asset Management, LLC holds 638,269 shares of IBDR stock, worth $15.2 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
638,269
Previous 615,935
3.63%
Holding current value
$15.2 Million
Previous $14.7 Million
3.32%
% of portfolio
1.75%
Previous 1.74%
Shares
9 transactions
Others Institutions Holding IBDR
# of Institutions
383Shares Held
92.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Capital Advisors Inc2.22MShares$52.7 Million1.08% of portfolio