Summitry LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Summitry LLC
- $2.06 Billion
- Q2 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 1,053,450 shares of IBDX stock, worth $26.7 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
1,053,450
Previous 853,783
23.39%
Holding current value
$26.7 Million
Previous $21.3 Million
24.86%
% of portfolio
1.29%
Previous 1.17%
Shares
7 transactions
Others Institutions Holding IBDX
# of Institutions
169Shares Held
37.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.26MShares$108 Million0.96% of portfolio
-
Capital Investment Advisors, LLC2.75MShares$69.6 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.68MShares$67.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.25MShares$57 Million0.0% of portfolio
-
First Interstate Bank Billings, MT1.99MShares$50.2 Million3.04% of portfolio