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
67Shares Held
7.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.25MShares$29.3 Million0.0% of portfolio
-
Lbmc Investment Advisors, LLC944KShares$22.2 Million1.47% of portfolio
-
Northwestern Mutual Wealth Management CO823KShares$19.3 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA748KShares$17.6 Million0.09% of portfolio
-
Keeler T Homas Management LLC398KShares$9.36 Million4.06% of portfolio