Summit Financial, LLC Ishares Tr Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial, LLC holds 62,479 shares of IMTB stock, worth $2.76 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

62,479

Holding current value

$2.76 Million

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$42.98 - $44.52 $2.69 Million - $2.78 Million	62,479 New	62,479 $2.76 Million

Others Institutions Holding IMTB

# of Institutions

Shares Held

5.06M

Call Options Held

Put Options Held

Mariner, LLC Overland Park, KS

1.17M
Shares

$51.8 Million
0.07% of portfolio
Octavia Wealth Advisors, LLC

618K
Shares

$27.3 Million
2.76% of portfolio
Fin Trust Capital Advisors, LLC

505K
Shares

$22.3 Million
3.9% of portfolio
Destination Wealth Management

472K
Shares

$20.8 Million
0.59% of portfolio
Wealth Enhancement Advisory Services, LLC

428K
Shares

$18.9 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker IMTB
Sector ETFs
Industry ETFs

More about IMTB

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