Summit Financial, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Summit Financial, LLC holds 1,010,855 shares of IBDU stock, worth $23.6 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
1,010,855Holding current value
$23.6 Million% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
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Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
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Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
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Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
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Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio