Summit Wealth Partners, LLC Ishares Core 10+ Year Usd Bond Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

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 $2.77 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
56,552
Previous 53,425 5.85%
Holding current value
$2.77 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

# of Institutions
98
Shares Held
7.17M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE 10+ YEAR USD BOND

ILTB Quotes by TradingView
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More about ILTB
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