Summitry LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Summitry LLC

$1.83 Billion
Q1 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 1,406,269 shares of IBTH stock, worth $31.7 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

1,406,269

Holding current value

$31.7 Million

% of portfolio

1.73%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$22.11 - $22.43 $31.1 Million - $31.5 Million	1,406,269 New	1,406,269 $31.5 Million

Others Institutions Holding IBTH

# of Institutions

252

Shares Held

53.5M

Call Options Held

Put Options Held

Hm Payson & CO Portland, ME

5.46M
Shares

$123 Million
2.19% of portfolio
Morgan Stanley New York, NY

3.67M
Shares

$82.9 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

2.95M
Shares

$66.5 Million
2.7% of portfolio
Bank Of America Corp Charlotte, NC

2.69M
Shares

$60.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.97M
Shares

$44.5 Million
0.01% of portfolio

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

More about IBTH

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