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

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

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 310,359 shares of IGSB stock, worth $16.1 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares

310,359

Previous 322,373 3.73%

Holding current value

$16.1 Million

Previous $17 Billion 5.48%

% of portfolio

3.29%

Previous 3.27%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,007

Shares Held

327M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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