Summit Asset Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Summit Asset Management, LLC

  • $573 Million
  • Q1 2025

A detailed history of Summit Asset Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Summit Asset Management, LLC holds 672,494 shares of IBDS stock, worth $16.3 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
672,494
Previous 658,487 2.13%
Holding current value
$16.3 Million
Previous $15.8 Million 3.06%
% of portfolio
2.84%
Previous 1.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$23.9 - $24.18 $334,767 - $338,689
14,007 Added 2.13%
672,494 $16.3 Million
Q4 2024

Feb 04, 2025
BUY
$23.88 - $24.32 $15.5 Million - $15.7 Million
647,072 Added 5668.61%
658,487 $15.8 Million
Q3 2024

Nov 06, 2024
BUY
$23.63 - $24.42 $269,736 - $278,754
11,415 New
11,415 $278,000

Others Institutions Holding IBDS

# of Institutions
398
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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