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 $297,118. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,202

Holding current value

$297,118

% 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

424

Shares Held

109M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8.11M
Shares

$198 Million
0.01% of portfolio
Capital Advisors Inc

4.41M
Shares

$107 Million
1.83% of portfolio
Morgan Stanley New York, NY

3.98M
Shares

$96.9 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

3.7M
Shares

$90.1 Million
2.19% of portfolio
Hm Payson & CO Portland, ME

3.59M
Shares

$87.3 Million
1.29% 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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