Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 33,695 shares of IBTH stock, worth $757,126. This represents 0.14% of its overall portfolio holdings.

Number of Shares
33,695
Previous 33,695 -0.0%
Holding current value
$757,126
Previous $758 Million 0.13%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$22.3 - $22.57 $99,681 - $100,887
4,470 Added 15.3%
33,695 $758 Million
Q3 2024

Oct 28, 2024
BUY
$21.96 - $22.69 $3,206 - $3,312
146 Added 0.5%
29,225 $662 Million
Q2 2024

Sep 11, 2024
BUY
$21.83 - $22.09 $424,004 - $429,054
19,423 Added 201.15%
29,079 $642 Million
Q4 2023

Sep 11, 2024
BUY
$21.61 - $22.41 $208,666 - $216,390
9,656 New
9,656 $216 Million

About ISHARES TR IBONDS DEC 2027 TER

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