Summit Wealth Group, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Summit Wealth Group, LLC

$398 Million
Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Summit Wealth Group, LLC holds 349,198 shares of IGIB stock, worth $18.8 Million. This represents 4.75% of its overall portfolio holdings.

Number of Shares

349,198

Previous 339,449 2.87%

Holding current value

$18.8 Million

Previous $18.1 Million 4.42%

% of portfolio

4.75%

Previous 4.65%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$52.55 - $54.37 $512,309 - $530,053	9,749 Added 2.87%	349,198 $18.9 Million
Q2 2025 Aug 06, 2025	BUY	$51.1 - $53.29 $12.3 Million - $12.8 Million	239,992 Added 241.3%	339,449 $18.1 Million
Q1 2025 May 02, 2025	BUY	$50.82 - $52.7 $56,867 - $58,971	1,119 Added 1.14%	99,457 $5.22 Million
Q4 2024 Feb 04, 2025	SELL	$51.33 - $53.74 $522,026 - $546,535	-10,170 Reduced 9.37%	98,338 $5.07 Million
Q3 2024 Nov 08, 2024	SELL	$50.85 - $53.88 $603,436 - $639,393	-11,867 Reduced 9.86%	108,508 $5.83 Million

Q2 2024 Jul 31, 2024	BUY	$50.02 - $51.62 $6.02 Million - $6.21 Million	120,375 New	120,375 $6.17 Million
Q2 2023 Jul 26, 2023	SELL	$50.09 - $51.62 $53.2 Million - $54.8 Million	-1,061,710 Reduced 97.01%	32,765 $1.66 Million
Q1 2023 May 10, 2023	BUY	$49.38 - $52.0 $54 Million - $56.9 Million	1,094,475 New	1,094,475 $21,000

Others Institutions Holding IGIB

# of Institutions

762

Shares Held

241M

Call Options Held

Put Options Held

4.2K

View Full List

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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Summit Wealth Group, LLC Ishares Trust Ishares 5 10 Yea Transaction History