Summit Investment Advisors, Inc. Ishares Ibonds Dec 2025 Term C Transaction History
Summit Investment Advisors, Inc.
- $121 Billion
- Q2 2025
A detailed history of Summit Investment Advisors, Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 20,554 shares of IBDQ stock, worth $516,316. This represents 0.43% of its overall portfolio holdings.
Number of Shares
20,554
Previous 20,961
1.94%
Holding current value
$516,316
Previous $526 Million
1.9%
% of portfolio
0.43%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding IBDQ
# of Institutions
437Shares Held
95.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.7 Million0.29% of portfolio