Summitry LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Summitry LLC

$1.83 Billion
Q1 2025

A detailed history of Summitry LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Summitry LLC holds 853,783 shares of IBDX stock, worth $21.5 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

853,783

Previous 813,707 4.93%

Holding current value

$21.5 Million

Previous $20 Million 6.68%

% of portfolio

1.17%

Previous 1.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$24.21 - $25.09 $970,239 - $1.01 Million	40,076 Added 4.93%	853,783 $21.3 Million
Q4 2024 Feb 11, 2025	SELL	$24.5 - $25.72 $4.63 Million - $4.86 Million	-188,981 Reduced 18.85%	813,707 $20 Million
Q3 2024 Nov 07, 2024	BUY	$24.34 - $25.83 $249,777 - $265,067	10,262 Added 1.03%	1,002,688 $25.8 Million
Q2 2024 Aug 09, 2024	SELL	$24.0 - $24.77 $7.57 Million - $7.81 Million	-315,361 Reduced 24.11%	992,426 $24.4 Million
Q1 2024 May 06, 2024	BUY	$24.5 - $25.2 $1.17 Million - $1.2 Million	47,661 Added 3.78%	1,307,787 $32.4 Million
Q4 2023 Feb 07, 2024	BUY	$22.73 - $25.34 $28.6 Million - $31.9 Million	1,260,126 New	1,260,126 $31.8 Million

Others Institutions Holding IBDX

# of Institutions

150

Shares Held

35.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2032 TER

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