Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 25,938 shares of IBDT stock, worth $647,671. This represents 0.13% of its overall portfolio holdings.

Number of Shares
25,938
Previous 27,091 4.26%
Holding current value
$647,671
Previous $692 Million 6.62%
% of portfolio
0.13%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$24.82 - $25.48 $28,617 - $29,378
-1,153 Reduced 4.26%
25,938 $646 Million
Q3 2024

Oct 28, 2024
BUY
$24.62 - $25.59 $1,280 - $1,330
52 Added 0.19%
27,091 $692 Million
Q2 2024

Sep 11, 2024
BUY
$24.4 - $24.86 $1,268 - $1,292
52 Added 0.19%
27,039 $670 Million
Q1 2024

Sep 11, 2024
BUY
$24.69 - $25.14 $839 - $854
34 Added 0.13%
26,987 $672 Million
Q4 2023

Sep 11, 2024
BUY
$23.63 - $25.1 $127,082 - $134,987
5,378 Added 24.93%
26,953 $676 Million
Q3 2023

Sep 11, 2024
BUY
$23.94 - $24.67 $129,204 - $133,143
5,397 Added 33.36%
21,575 $518 Million
Q2 2023

Sep 11, 2024
BUY
$24.43 - $25.1 $20,863 - $21,435
854 Added 5.57%
16,178 $396 Million
Q1 2023

Sep 11, 2024
BUY
$24.16 - $25.2 $38,970 - $40,647
1,613 Added 11.76%
15,324 $382 Million
Q4 2022

Sep 11, 2024
BUY
$23.29 - $24.79 $319,329 - $339,895
13,711 New
13,711 $333 Million

Others Institutions Holding IBDT

# of Institutions
325
Shares Held
73.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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