Summit Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 183,740 shares of IUSB stock, worth $8.42 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

183,740

Previous 145,786 26.03%

Holding current value

$8.42 Million

Previous $6.87 Billion 20.9%

% of portfolio

1.71%

Previous 1.32%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$45.07 - $47.1 $1.71 Million - $1.79 Million	37,954 Added 26.03%	183,740 $8.31 Billion
Q3 2024 Oct 28, 2024	BUY	$44.83 - $47.42 $1.17 Million - $1.23 Million	26,024 Added 21.73%	145,786 $6.87 Billion
Q2 2024 Sep 11, 2024	BUY	$44.3 - $45.58 $2 Million - $2.06 Million	45,123 Added 60.45%	119,762 $5.42 Billion
Q1 2024 Sep 11, 2024	BUY	$45.02 - $46.27 $798,654 - $820,829	17,740 Added 31.18%	74,639 $3.4 Billion
Q4 2023 Sep 11, 2024	BUY	$42.6 - $46.25 $967,914 - $1.05 Million	22,721 Added 66.48%	56,899 $2.62 Billion
Q3 2023 Sep 11, 2024	BUY	$43.62 - $45.64 $319,603 - $334,404	7,327 Added 27.29%	34,178 $1.49 Billion
Q2 2023 Sep 11, 2024	SELL	$45.12 - $46.45 $402,696 - $414,566	-8,925 Reduced 24.95%	26,851 $1.22 Billion
Q1 2023 Sep 11, 2024	SELL	$44.68 - $46.69 $1.5 Million - $1.57 Million	-33,559 Reduced 48.4%	35,776 $1.65 Billion
Q4 2022 Sep 11, 2024	SELL	$43.31 - $46.11 $244,441 - $260,244	-5,644 Reduced 7.53%	69,335 $3.12 Billion
Q3 2022 Sep 11, 2024	SELL	$44.1 - $48.01 $250,796 - $273,032	-5,687 Reduced 7.05%	74,979 $3.34 Billion
Q2 2022 Sep 11, 2024	BUY	$45.73 - $49.5 $2.84 Million - $3.07 Million	62,045 Added 333.2%	80,666 $3.78 Billion
Q1 2022 Sep 11, 2024	BUY	$49.13 - $52.58 $92,511 - $99,008	1,883 Added 11.25%	18,621 $924 Million
Q4 2021 Sep 10, 2024	BUY	$52.59 - $53.43 $35,235 - $35,798	670 Added 4.17%	16,738 $886 Million
Q3 2021 Sep 10, 2024	BUY	$53.21 - $53.97 $96,097 - $97,469	1,806 Added 12.66%	16,068 $855 Million
Q2 2021 Sep 10, 2024	BUY	$52.74 - $53.49 $14,345 - $14,549	272 Added 1.94%	14,262 $763 Million
Q1 2021 Sep 10, 2024	BUY	$52.55 - $54.49 $192,333 - $199,433	3,660 Added 35.43%	13,990 $738 Million
Q4 2020 Sep 10, 2024	BUY	$53.99 - $54.65 $165,479 - $167,502	3,065 Added 42.19%	10,330 $564 Million
Q3 2020 Sep 10, 2024	BUY	$54.22 - $55.13 $393,908 - $400,519	7,265 New	7,265 $395 Million

Others Institutions Holding IUSB

# of Institutions

773

Shares Held

700M

Call Options Held

Put Options Held

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Summit Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History