Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 31,877 shares of IBDR stock, worth $757,078. This represents 0.15% of its overall portfolio holdings.

Number of Shares
31,877
Previous 30,990 2.86%
Holding current value
$757,078
Previous $738 Million 4.93%
% of portfolio
0.15%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$23.75 - $23.75 $21,066 - $21,066
887 Added 2.86%
31,877 $775 Million
Q2 2024

Sep 11, 2024
SELL
$23.65 - $23.82 $39,069 - $39,350
-1,652 Reduced 5.06%
30,990 $738 Million
Q4 2023

Sep 11, 2024
BUY
$23.15 - $23.9 $225,666 - $232,977
9,748 Added 42.58%
32,642 $780 Million
Q3 2023

Sep 11, 2024
BUY
$23.28 - $23.6 $119,659 - $121,304
5,140 Added 28.95%
22,894 $534 Million
Q2 2023

Sep 11, 2024
BUY
$23.42 - $23.83 $93,867 - $95,510
4,008 Added 29.16%
17,754 $417 Million
Q1 2023

Sep 11, 2024
BUY
$23.14 - $23.86 $318,082 - $327,979
13,746 New
13,746 $326 Million

Others Institutions Holding IBDR

# of Institutions
367
Shares Held
87.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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