Summit Financial, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Summit Financial, LLC holds 1,739,411 shares of IBDW stock, worth $36.7 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

1,739,411

Holding current value

$36.7 Million

% of portfolio

0.62%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$20.77 - $21.32 $36.1 Million - $37.1 Million	1,739,411 New	1,739,411 $36.9 Million

Others Institutions Holding IBDW

# of Institutions

252

Shares Held

75.6M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.88M
Shares

$145 Million
1.15% of portfolio
Morgan Stanley New York, NY

4.03M
Shares

$85 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$76.8 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.41M
Shares

$71.8 Million
1.25% of portfolio
Capital Advisors Inc

2.99M
Shares

$63.1 Million
1.08% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Summit Financial, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History