Summit Wealth Partners, LLC Ishares Ibonds Dec 2025 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 2025 Term C stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 33,532 shares of IBDQ stock, worth $840,311. This represents 0.17% of its overall portfolio holdings.

Number of Shares
33,532
Previous 30,382 10.37%
Holding current value
$840,311
Previous $754 Million 10.59%
% of portfolio
0.17%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
381
Shares Held
79.5M
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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