A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core 10+ Year Usd Bond stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 56,552 shares of ILTB stock, worth $2.81 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
56,552
Previous 53,425 5.85%
Holding current value
$2.81 Million
Previous $2.66 Billion 13.43%
% of portfolio
0.58%
Previous 0.55%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$48.89 - $54.14 $152,879 - $169,295
3,127 Added 5.85%
56,552 $3.01 Billion
Q2 2024

Sep 11, 2024

BUY
$48.11 - $50.91 $1.02 Million - $1.08 Million
21,248 Added 66.03%
53,425 $2.66 Billion
Q1 2024

Sep 11, 2024

BUY
$49.79 - $52.38 $615,703 - $647,731
12,366 Added 62.42%
32,177 $1.64 Billion
Q4 2023

Sep 11, 2024

BUY
$44.52 - $53.18 $16,160 - $19,304
363 Added 1.87%
19,811 $1.04 Billion
Q3 2023

Sep 11, 2024

SELL
$47.23 - $52.75 $5,809 - $6,488
-123 Reduced 0.63%
19,448 $919 Million
Q2 2023

Sep 11, 2024

BUY
$51.07 - $54.42 $22,011 - $23,455
431 Added 2.25%
19,571 $1.03 Billion
Q1 2023

Sep 11, 2024

BUY
$50.74 - $55.23 $2,334 - $2,540
46 Added 0.24%
19,140 $1.03 Billion
Q4 2022

Sep 11, 2024

SELL
$46.91 - $54.59 $54,040 - $62,887
-1,152 Reduced 5.69%
19,094 $972 Million
Q3 2022

Sep 11, 2024

SELL
$49.52 - $58.2 $92,057 - $108,193
-1,859 Reduced 8.41%
20,246 $1.02 Billion
Q2 2022

Sep 11, 2024

SELL
$53.66 - $64.11 $93,905 - $112,192
-1,750 Reduced 7.34%
22,105 $1.23 Billion
Q1 2022

Sep 11, 2024

BUY
$62.53 - $70.85 $54,338 - $61,568
869 Added 3.78%
23,855 $1.53 Billion
Q4 2021

Sep 10, 2024

BUY
$70.38 - $74.03 $86,989 - $91,501
1,236 Added 5.68%
22,986 $1.66 Billion
Q3 2021

Sep 10, 2024

BUY
$71.58 - $74.49 $4,008 - $4,171
56 Added 0.26%
21,750 $1.56 Billion
Q2 2021

Sep 10, 2024

BUY
$68.54 - $72.58 $91,980 - $97,402
1,342 Added 6.59%
21,694 $1.57 Billion
Q1 2021

Sep 10, 2024

BUY
$67.52 - $76.0 $62,928 - $70,832
932 Added 4.8%
20,352 $1.4 Billion
Q4 2020

Sep 10, 2024

BUY
$74.0 - $77.04 $537,684 - $559,772
7,266 Added 59.78%
19,420 $1.48 Billion
Q3 2020

Sep 10, 2024

SELL
$75.22 - $79.39 $78,680 - $83,041
-1,046 Reduced 7.92%
12,154 $918 Million
Q2 2020

Sep 10, 2024

BUY
$70.14 - $75.05 $1,753 - $1,876
25 Added 0.19%
13,200 $990 Million
Q1 2020

Sep 10, 2024

SELL
$61.86 - $76.96 $135,349 - $168,388
-2,188 Reduced 14.24%
13,175 $938 Million
Q4 2019

Sep 09, 2024

BUY
$66.95 - $70.26 $1.03 Million - $1.08 Million
15,363 New
15,363 $1.05 Billion

Others Institutions Holding ILTB

About ISHARES CORE 10+ YEAR USD BOND


  • Ticker ILTB
  • Sector ETFs
  • Industry ETFs
More about ILTB
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.