Summitry LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Summitry LLC

$2.06 Billion
Q2 2025

A detailed history of Summitry LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Summitry LLC holds 12,202 shares of IBDS stock, worth $295,532. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,202

Holding current value

$295,532

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$23.96 - $24.27 $292,359 - $296,142	12,202 New	12,202 $296,000

Others Institutions Holding IBDS

# of Institutions

397

Shares Held

102M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8.04M
Shares

$195 Million
0.02% of portfolio
Capital Advisors Inc

4.21M
Shares

$102 Million
1.89% of portfolio
Morgan Stanley New York, NY

3.77M
Shares

$91.3 Million
0.01% of portfolio
Hm Payson & CO Portland, ME

3.2M
Shares

$77.6 Million
1.38% of portfolio
Ubs Group Ag

2.86M
Shares

$69.2 Million
0.01% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

More about IBDS

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