Summit Wealth Partners, LLC Ishares Tr Ibonds December 202 Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,918 shares of IBMO stock, worth $228,389. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,918
Previous 8,918 -0.0%
Holding current value
$228,389
Previous $229 Million 0.14%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 27, 2025
BUY
$25.4 - $25.62 $226,517 - $228,479
8,918 New
8,918 $227 Million

Others Institutions Holding IBMO

# of Institutions
201
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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