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

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 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 45,938 shares of IBTH stock, worth $1.03 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
45,938
Previous 33,695 36.33%
Holding current value
$1.03 Million
Previous $759 Million 36.03%
% of portfolio
0.19%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$22.43 - $22.55 $274,610 - $276,079
12,243 Added 36.33%
45,938 $1.03 Billion
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

Others Institutions Holding IBTH

# of Institutions
302
Shares Held
68.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
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