Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 29,079 shares of IBTH stock, worth $658,639. This represents 0.13% of its overall portfolio holdings.

Number of Shares
29,079
Previous 9,656 201.15%
Holding current value
$658,639
Previous $214 Million 199.99%
% of portfolio
0.13%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024
BUY
$21.83 - $22.09 $424,004 - $429,054
19,423 Added 201.15%
29,079 $642 Million
Q4 2023

Sep 11, 2024
BUY
$21.61 - $22.41 $208,666 - $216,390
9,656 New
9,656 $216 Million

Others Institutions Holding IBTH

# of Institutions
175
Shares Held
28.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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