Summit Asset Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Summit Asset Management, LLC

  • $841 Million
  • Q1 2024

A detailed history of Summit Asset Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Summit Asset Management, LLC holds 9,878 shares of IBTE stock, worth $235,886. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,878
Previous 8,498 16.24%
Holding current value
$235,886
Previous $202,000 16.83%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$23.85 - $23.95 $32,913 - $33,051
1,380 Added 16.24%
9,878 $236,000
Q4 2023

Feb 06, 2024
SELL
$23.75 - $23.91 $259,825 - $261,575
-10,940 Reduced 56.28%
8,498 $202,000
Q2 2023

Aug 07, 2023
BUY
$23.77 - $24.01 $42,619 - $43,049
1,793 Added 10.16%
19,438 $462,000
Q4 2022

Feb 13, 2023
BUY
$23.73 - $23.95 $418,715 - $422,597
17,645 New
17,645 $420,000

Others Institutions Holding IBTE

# of Institutions
297
Shares Held
92M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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