Summit Wealth Partners, LLC Ishares Ibonds 2025 Term High Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 23,435 shares of IBHE stock, worth $545,566. This represents 0.11% of its overall portfolio holdings.

Number of Shares
23,435
Previous 23,858 1.77%
Holding current value
$545,566
Previous $556 Million 2.19%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jan 27, 2025
SELL
$23.08 - $23.28 $9,762 - $9,847
-423 Reduced 1.77%
23,435 $544 Million
Q3 2024

Oct 28, 2024
BUY
$23.03 - $23.3 $1,243 - $1,258
54 Added 0.23%
23,858 $556 Million
Q2 2024

Sep 11, 2024
SELL
$23.19 - $23.37 $33,486 - $33,746
-1,444 Reduced 5.72%
23,804 $554 Million
Q1 2024

Sep 11, 2024
BUY
$23.04 - $23.43 $806 - $820
35 Added 0.14%
25,248 $590 Million
Q4 2023

Sep 11, 2024
BUY
$22.62 - $23.26 $90,932 - $93,505
4,020 Added 18.97%
25,213 $582 Million
Q3 2023

Sep 11, 2024
BUY
$22.69 - $23.07 $11,571 - $11,765
510 Added 2.47%
21,193 $486 Million
Q2 2023

Sep 11, 2024
BUY
$22.61 - $23.0 $70,678 - $71,898
3,126 Added 17.8%
20,683 $476 Million
Q1 2023

Sep 11, 2024
BUY
$22.48 - $23.06 $79,197 - $81,240
3,523 Added 25.1%
17,557 $402 Million
Q4 2022

Sep 11, 2024
BUY
$22.04 - $22.94 $309,309 - $321,939
14,034 New
14,034 $316 Million

Others Institutions Holding IBHE

# of Institutions
120
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS 2025 TERM HIGH

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