Summit Wealth Partners, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 29,225 shares of IBDP stock, worth $735,008. This represents 0.15% of its overall portfolio holdings.

Number of Shares
29,225
Previous 35,185 16.94%
Holding current value
$735,008
Previous $881 Million 16.67%
% of portfolio
0.15%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024
SELL
$24.98 - $25.13 $148,880 - $149,774
-5,960 Reduced 16.94%
29,225 $734 Million
Q1 2024

Sep 11, 2024
SELL
$24.89 - $25.05 $7,491 - $7,540
-301 Reduced 0.85%
35,185 $881 Million
Q4 2023

Sep 11, 2024
BUY
$24.66 - $24.91 $124,459 - $125,720
5,047 Added 16.58%
35,486 $884 Million
Q3 2023

Sep 11, 2024
BUY
$24.53 - $24.74 $54,677 - $55,145
2,229 Added 7.9%
30,439 $753 Million
Q2 2023

Sep 11, 2024
BUY
$24.51 - $24.65 $349,733 - $351,730
14,269 Added 102.35%
28,210 $695 Million
Q1 2023

Sep 11, 2024
BUY
$24.39 - $24.64 $340,020 - $343,506
13,941 New
13,941 $343 Million

Others Institutions Holding IBDP

# of Institutions
385
Shares Held
75M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2024 TERM C

IBDP Quotes by TradingView
  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
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