Summitry LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Summitry LLC

$1.83 Billion
Q1 2025

A detailed history of Summitry LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Summitry LLC holds 1,513,953 shares of IBDU stock, worth $35.1 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

1,513,953

Previous 1,434,449 5.54%

Holding current value

$35.1 Million

Previous $32.7 Million 7.07%

% of portfolio

1.92%

Previous 1.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$22.61 - $23.14 $1.8 Million - $1.84 Million	79,504 Added 5.54%	1,513,953 $35 Million
Q4 2024 Feb 11, 2025	BUY	$22.71 - $23.47 $32.6 Million - $33.7 Million	1,434,449 New	1,434,449 $32.7 Million
Q1 2024 May 06, 2024	BUY	$22.61 - $23.1 $591,228 - $604,041	26,149 Added 2.85%	943,116 $21.5 Million
Q4 2023 Feb 07, 2024	SELL	$21.44 - $23.11 $9.81 Million - $10.6 Million	-457,467 Reduced 33.28%	916,967 $21.2 Million
Q3 2023 Nov 03, 2023	BUY	$21.83 - $22.62 $7.81 Million - $8.09 Million	357,760 Added 35.19%	1,374,434 $30.1 Million
Q2 2023 Aug 07, 2023	BUY	$22.32 - $23.04 $222,128 - $229,294	9,952 Added 0.99%	1,016,674 $22.8 Million
Q1 2023 May 11, 2023	BUY	$21.99 - $23.12 $22.1 Million - $23.3 Million	1,006,722 New	1,006,722 $23 Million

Others Institutions Holding IBDU

# of Institutions

295

Shares Held

89.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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