Summit Asset Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Summit Asset Management, LLC

  • $900 Million
  • Q4 2024

A detailed history of Summit Asset Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Summit Asset Management, LLC holds 658,487 shares of IBDS stock, worth $15.8 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
658,487
Previous 11,415 5668.61%
Holding current value
$15.8 Million
Previous $278,000 5575.18%
% of portfolio
1.75%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$23.88 - $24.32 $15.5 Million - $15.7 Million
647,072 Added 5668.61%
658,487 $15.8 Million
Q3 2024

Nov 06, 2024
BUY
$23.63 - $24.42 $269,736 - $278,754
11,415 New
11,415 $278,000

Others Institutions Holding IBDS

# of Institutions
372
Shares Held
99.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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