Summit Investment Advisory Services, LLC Ishares Ibonds 2025 Term High Transaction History
Summit Investment Advisory Services, LLC
- $118 Billion
- Q2 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 54,385 shares of IBHE stock, worth $1.26 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
54,385Holding current value
$1.26 Million% of portfolio
1.07%Shares
2 transactions
Others Institutions Holding IBHE
# of Institutions
156Shares Held
15.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.36MShares$31.5 Million0.01% of portfolio
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Morgan Stanley New York, NY1.02MShares$23.7 Million0.0% of portfolio
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Sky View Investment Advisors, LLC Shrewsbury, NJ970KShares$22.5 Million3.23% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS872KShares$20.2 Million0.24% of portfolio