Summit Investment Advisory Services, LLC Ishares Tr Ibonds 2028 Term Hi Transaction History
Summit Investment Advisory Services, LLC
- $118 Billion
- Q2 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Tr Ibonds 2028 Term Hi stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 96,377 shares of IBHH stock, worth $2.3 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
96,377Holding current value
$2.3 Million% of portfolio
1.94%Shares
1 transactions
Others Institutions Holding IBHH
# of Institutions
67Shares Held
6.88MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.17MShares$28 Million2.02% of portfolio
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Baltimore Washington Financial Advisors, Inc.1.06MShares$25.3 Million1.24% of portfolio
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New Edge Advisors, LLC New Orleans, LA521KShares$12.4 Million0.07% of portfolio
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Keeler T Homas Management LLC406KShares$9.68 Million4.35% of portfolio
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Apollon Wealth Management, LLC Mount Pleasant, SC327KShares$7.79 Million0.16% of portfolio