Summit Asset Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Summit Asset Management, LLC
- $639 Million
- Q3 2025
A detailed history of Summit Asset Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Summit Asset Management, LLC holds 9,629 shares of IBDT stock, worth $244,769. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,629Holding current value
$244,769% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IBDT
# of Institutions
409Shares Held
95.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.14MShares$207 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.37MShares$111 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.42MShares$86.8 Million1.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.32MShares$84.3 Million0.14% of portfolio
-
Capital Advisors Inc3.21MShares$81.6 Million1.4% of portfolio