Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 76,665 shares of IBTF stock, worth $1.79 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
76,665
Previous 78,559 2.41%
Holding current value
$1.79 Million
Previous $1.84 Billion 2.83%
% of portfolio
0.37%
Previous 0.35%

Shares

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

Jan 27, 2025
SELL
$23.25 - $23.37 $44,035 - $44,262
-1,894 Reduced 2.41%
76,665 $1.79 Billion
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
294
Shares Held
73.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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