Summit Wealth Group, LLC Ishares Trust Ishares 5 10 Yea Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
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 98,338 shares of IGIB stock, worth $5.16 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
98,338
Previous 108,508
9.37%
Holding current value
$5.16 Million
Previous $5.83 Million
13.11%
% of portfolio
1.47%
Previous 1.68%
Shares
5 transactions
Others Institutions Holding IGIB
# of Institutions
692Shares Held
229MCall Options Held
24.1KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA56.9MShares$2.98 Billion6.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.4MShares$543 Million0.1% of portfolio
-
Northern Trust Corp Chicago, IL8.8MShares$461 Million0.07% of portfolio
-
Prudential PLC London, England, X07.86MShares$412 Million2.07% of portfolio
-
Us Bancorp \De\7.37MShares$387 Million0.5% of portfolio