Summit Wealth Partners, LLC Ishares Trust Ishares 1 5 Year Transaction History

Summit Wealth Partners, LLC

$524 Billion
Q2 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 279,948 shares of IGSB stock, worth $14.7 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

279,948

Previous 304,814 8.16%

Holding current value

$14.7 Million

Previous $16 Billion 7.47%

% of portfolio

2.82%

Previous 3.24%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$51.68 - $52.76 $1.29 Million - $1.31 Million	-24,866 Reduced 8.16%	279,948 $14.8 Billion
Q1 2025 May 06, 2025	SELL	$51.52 - $52.37 $285,678 - $290,391	-5,545 Reduced 1.79%	304,814 $16 Billion
Q4 2024 Jan 27, 2025	SELL	$51.54 - $52.55 $619,201 - $631,335	-12,014 Reduced 3.73%	310,359 $16 Billion
Q3 2024 Oct 28, 2024	SELL	$51.02 - $52.74 $192,906 - $199,409	-3,781 Reduced 1.16%	322,373 $17 Billion
Q2 2024 Sep 11, 2024	BUY	$50.64 - $51.3 $140,222 - $142,049	2,769 Added 0.86%	326,154 $16.7 Billion
Q1 2024 Sep 11, 2024	BUY	$50.95 - $51.48 $169,918 - $171,685	3,335 Added 1.04%	323,385 $16.6 Billion
Q4 2023 Sep 11, 2024	SELL	$49.4 - $51.28 $309,194 - $320,961	-6,259 Reduced 1.92%	320,050 $16.4 Billion
Q3 2023 Sep 11, 2024	BUY	$49.74 - $50.37 $182,496 - $184,807	3,669 Added 1.14%	326,309 $16.3 Billion
Q2 2023 Sep 11, 2024	BUY	$50.02 - $50.76 $204,431 - $207,456	4,087 Added 1.28%	322,640 $16.2 Billion
Q1 2023 Sep 11, 2024	BUY	$49.56 - $50.75 $69,929 - $71,608	1,411 Added 0.44%	318,553 $16.1 Billion
Q4 2022 Sep 11, 2024	SELL	$48.63 - $50.19 $310,453 - $320,412	-6,384 Reduced 1.97%	317,142 $15.8 Billion
Q3 2022 Sep 11, 2024	SELL	$49.08 - $51.27 $624,003 - $651,846	-12,714 Reduced 3.78%	323,526 $15.9 Billion
Q2 2022 Sep 11, 2024	BUY	$49.84 - $51.62 $1.57 Million - $1.63 Million	31,517 Added 10.34%	336,240 $17 Billion
Q1 2022 Sep 11, 2024	BUY	$51.49 - $53.86 $111,424 - $116,553	2,164 Added 0.72%	304,723 $15.8 Billion
Q4 2021 Sep 10, 2024	BUY	$53.82 - $54.66 $2.18 Million - $2.22 Million	40,540 Added 15.47%	302,559 $16.3 Billion
Q3 2021 Sep 10, 2024	BUY	$54.6 - $54.92 $998,524 - $1 Million	18,288 Added 7.5%	262,019 $14.3 Billion
Q2 2021 Sep 10, 2024	BUY	$54.57 - $54.92 $674,648 - $678,975	12,363 Added 5.34%	243,731 $13.4 Billion
Q1 2021 Sep 10, 2024	BUY	$54.5 - $55.17 $933,203 - $944,675	17,123 Added 7.99%	231,368 $12.7 Billion
Q4 2020 Sep 10, 2024	BUY	$54.79 - $55.17 $1.13 Million - $1.14 Million	20,600 Added 10.64%	214,245 $11.8 Billion
Q3 2020 Sep 10, 2024	BUY	$54.69 - $55.09 $953,082 - $960,053	17,427 Added 9.89%	193,645 $10.6 Billion
Q2 2020 Sep 10, 2024	BUY	$51.96 - $54.73 $49,102 - $51,719	945 Added 0.54%	176,218 $9.64 Billion
Q1 2020 Sep 10, 2024	SELL	$47.21 - $54.5 $548,816 - $633,562	-11,625 Reduced 6.22%	175,273 $9.18 Billion
Q4 2019 Sep 09, 2024	BUY	$53.49 - $53.82 $10 Million - $10.1 Million	186,898 New	186,898 $10 Billion

Others Institutions Holding IGSB

# of Institutions

1,073

Shares Held

395M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC Ishares Trust Ishares 1 5 Year Transaction History