Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 78,559 shares of IBTF stock, worth $1.83 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

78,559

Previous 74,637 5.25%

Holding current value

$1.83 Million

Previous $1.73 Billion 6.16%

% of portfolio

0.35%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$23.13 - $23.43 $90,715 - $91,892	3,922 Added 5.25%	78,559 $1.84 Billion
Q2 2024 Sep 11, 2024	BUY	$23.1 - $23.22 $241,325 - $242,579	10,447 Added 16.28%	74,637 $1.73 Billion
Q1 2024 Sep 11, 2024	BUY	$23.16 - $23.36 $138 - $140	6 Added 0.01%	64,190 $1.49 Billion
Q4 2023 Sep 11, 2024	BUY	$22.97 - $23.28 $173,101 - $175,438	7,536 Added 13.3%	64,184 $1.49 Billion
Q3 2023 Sep 11, 2024	BUY	$23.01 - $23.2 $237,049 - $239,006	10,302 Added 22.23%	56,648 $1.31 Billion
Q2 2023 Sep 11, 2024	BUY	$23.13 - $23.6 $173,266 - $176,787	7,491 Added 19.28%	46,346 $1.07 Billion
Q1 2023 Sep 11, 2024	BUY	$22.99 - $23.65 $225,577 - $232,053	9,812 Added 33.78%	38,855 $914 Million
Q4 2022 Sep 11, 2024	BUY	$23.05 - $23.48 $669,441 - $681,929	29,043 New	29,043 $676 Million

Others Institutions Holding IBTF

# of Institutions

278

Shares Held

69.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
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Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History