Summit Investment Advisors, Inc. Ishares Tr Ibonds 2029 Term Hi Transaction History
Summit Investment Advisors, Inc.
- $121 Billion
- Q2 2025
A detailed history of Summit Investment Advisors, Inc. transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 81,772 shares of IBHI stock, worth $1.92 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
81,772
Previous 74,210
10.19%
Holding current value
$1.92 Million
Previous $1.71 Billion
12.34%
% of portfolio
1.58%
Previous 1.52%
Shares
2 transactions
Others Institutions Holding IBHI
# of Institutions
59Shares Held
3.78MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC512KShares$12 Million0.88% of portfolio
-
Keeler T Homas Management LLC392KShares$9.22 Million4.2% of portfolio
-
Morgan Stanley New York, NY329KShares$7.75 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC324KShares$7.62 Million0.01% of portfolio
-
Commonwealth Financial Services, LLC Parkersburg, WV306KShares$7.21 Million1.4% of portfolio