Summitry LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Summitry LLC

$1.85 Billion
Q1 2024

A detailed history of Summitry LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Summitry LLC holds 1,498,209 shares of IBTF stock, worth $34.7 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

1,498,209

Holding current value

$34.7 Million

% of portfolio

1.88%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$23.16 - $23.36 $34.7 Million - $35 Million	1,498,209 New	1,498,209 $34.8 Million

Others Institutions Holding IBTF

# of Institutions

240

Shares Held

72M

Call Options Held

Put Options Held

Captrust Financial Advisors Raleigh, NC

13.9M
Shares

$322 Million
1.08% of portfolio
Ubs Group Ag

3.92M
Shares

$90.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

3.79M
Shares

$87.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.17M
Shares

$73.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.05M
Shares

$70.7 Million
0.02% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
Industry ETFs

More about IBTF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summitry LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summitry LLC with notifications on news.

Account