Summit Wealth Partners, LLC Ishares Tr Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 9,803 shares of IBDV stock, worth $210,568. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,803
Previous 11,222 12.64%
Holding current value
$210,568
Previous $249 Million 15.84%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 27, 2025
SELL
$21.24 - $22.15 $30,139 - $31,430
-1,419 Reduced 12.64%
9,803 $209 Million
Q4 2023

Sep 11, 2024
BUY
$19.85 - $21.72 $222,756 - $243,741
11,222 New
11,222 $243 Million

Others Institutions Holding IBDV

# of Institutions
206
Shares Held
52.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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