Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 59,443 shares of IBTG stock, worth $1.36 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
59,443
Previous 43,988 35.13%
Holding current value
$1.36 Million
Previous $1.01 Billion 33.64%
% of portfolio
0.28%
Previous 0.2%

Shares

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

Jan 27, 2025
BUY
$22.72 - $23.0 $351,137 - $355,465
15,455 Added 35.13%
59,443 $1.36 Billion
Q3 2024

Oct 28, 2024
BUY
$22.55 - $23.1 $1,082 - $1,108
48 Added 0.11%
43,988 $1.01 Billion
Q2 2024

Sep 11, 2024
BUY
$22.46 - $22.66 $225,947 - $227,959
10,060 Added 29.69%
43,940 $995 Million
Q1 2024

Sep 11, 2024
SELL
$22.62 - $22.94 $29,202 - $29,615
-1,291 Reduced 3.67%
33,880 $769 Million
Q4 2023

Sep 11, 2024
BUY
$22.32 - $22.86 $75,039 - $76,855
3,362 Added 10.57%
35,171 $804 Million
Q3 2023

Sep 11, 2024
BUY
$22.4 - $22.75 $172,345 - $175,038
7,694 Added 31.91%
31,809 $715 Million
Q2 2023

Sep 11, 2024
BUY
$22.63 - $23.26 $98,236 - $100,971
4,341 Added 21.95%
24,115 $546 Million
Q1 2023

Sep 11, 2024
BUY
$22.41 - $23.23 $83,029 - $86,067
3,705 Added 23.06%
19,774 $456 Million
Q4 2022

Sep 11, 2024
BUY
$22.35 - $22.99 $359,142 - $369,426
16,069 New
16,069 $365 Million

Others Institutions Holding IBTG

# of Institutions
228
Shares Held
45.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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