Summit Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 31,821 shares of IBDQ stock, worth $800,616. This represents 0.16% of its overall portfolio holdings.

Number of Shares
31,821
Previous 37,072 14.16%
Holding current value
$800,616
Previous $929 Million 13.82%
% of portfolio
0.16%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$25.05 - $25.16 $131,537 - $132,115
-5,251 Reduced 14.16%
31,821 $800 Million
Q4 2024

Jan 27, 2025
SELL
$25.0 - $25.11 $23,125 - $23,226
-925 Reduced 2.43%
37,072 $929 Million
Q3 2024

Oct 28, 2024
BUY
$24.78 - $25.11 $110,642 - $112,116
4,465 Added 13.32%
37,997 $954 Million
Q2 2024

Sep 11, 2024
BUY
$24.69 - $24.86 $77,773 - $78,309
3,150 Added 10.37%
33,532 $834 Million
Q4 2023

Sep 11, 2024
BUY
$24.29 - $24.76 $103,402 - $105,403
4,257 Added 16.29%
30,382 $752 Million
Q3 2023

Sep 11, 2024
BUY
$24.29 - $24.48 $127,231 - $128,226
5,238 Added 25.08%
26,125 $637 Million
Q2 2023

Sep 11, 2024
BUY
$24.34 - $24.65 $89,327 - $90,465
3,670 Added 21.32%
20,887 $509 Million
Q1 2023

Sep 11, 2024
BUY
$24.13 - $24.64 $208,989 - $213,407
8,661 Added 101.23%
17,217 $422 Million
Q4 2022

Sep 11, 2024
BUY
$23.87 - $24.49 $204,231 - $209,536
8,556 New
8,556 $208 Million

Others Institutions Holding IBDQ

# of Institutions
434
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

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