Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 17,467 shares of IBDS stock, worth $422,701. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,467
Previous 17,678 1.19%
Holding current value
$422,701
Previous $424 Million 0.29%
% of portfolio
0.09%
Previous 0.09%

Shares

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

May 06, 2025
SELL
$23.9 - $24.18 $5,042 - $5,101
-211 Reduced 1.19%
17,467 $422 Million
Q4 2024

Jan 27, 2025
SELL
$23.88 - $24.32 $6,638 - $6,760
-278 Reduced 1.55%
17,678 $424 Million
Q2 2024

Sep 11, 2024
BUY
$23.48 - $23.77 $19,840 - $20,085
845 Added 4.94%
17,956 $426 Million
Q1 2024

Sep 11, 2024
SELL
$23.67 - $24.03 $29,090 - $29,532
-1,229 Reduced 6.7%
17,111 $407 Million
Q4 2023

Sep 11, 2024
BUY
$22.84 - $23.94 $63,540 - $66,601
2,782 Added 17.88%
18,340 $439 Million
Q3 2023

Sep 11, 2024
BUY
$23.07 - $23.6 $49,116 - $50,244
2,129 Added 15.85%
15,558 $360 Million
Q2 2023

Sep 11, 2024
BUY
$23.39 - $23.94 $19,787 - $20,253
846 Added 6.72%
13,429 $315 Million
Q1 2023

Sep 11, 2024
BUY
$23.15 - $24.01 $67,435 - $69,941
2,913 Added 30.12%
12,583 $300 Million
Q4 2022

Sep 11, 2024
BUY
$22.55 - $23.67 $218,058 - $228,888
9,670 New
9,670 $226 Million

Others Institutions Holding IBDS

# of Institutions
399
Shares Held
104M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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