Summit Investment Advisory Services, LLC Ishares Tr Ibonds 2029 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 2029 Term Hi stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 77,274 shares of IBHI stock, worth $1.82 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
77,274Holding current value
$1.82 Million% of portfolio
1.55%Shares
1 transactions
Others Institutions Holding IBHI
# of Institutions
60Shares Held
3.92MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC512KShares$12 Million0.88% of portfolio
-
Morgan Stanley New York, NY431KShares$10.1 Million0.0% of portfolio
-
Keeler T Homas Management LLC392KShares$9.22 Million4.2% of portfolio
-
Commonwealth Equity Services, LLC324KShares$7.62 Million0.01% of portfolio
-
Commonwealth Financial Services, LLC Parkersburg, WV306KShares$7.21 Million1.4% of portfolio