Summit Wealth Group, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Summit Wealth Group, LLC holds 98,338 shares of IGIB stock, worth $5.08 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
98,338
Previous 108,508 9.37%
Holding current value
$5.08 Million
Previous $5.83 Million 13.11%
% of portfolio
1.47%
Previous 1.68%

Shares

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

Feb 04, 2025
SELL
$51.33 - $53.74 $522,026 - $546,535
-10,170 Reduced 9.37%
98,338 $5.07 Million
Q3 2024

Nov 08, 2024
SELL
$50.85 - $53.88 $603,436 - $639,393
-11,867 Reduced 9.86%
108,508 $5.83 Million
Q2 2024

Jul 31, 2024
BUY
$50.02 - $51.62 $6.02 Million - $6.21 Million
120,375 New
120,375 $6.17 Million
Q2 2023

Jul 26, 2023
SELL
$50.09 - $51.62 $53.2 Million - $54.8 Million
-1,061,710 Reduced 97.01%
32,765 $1.66 Million
Q1 2023

May 10, 2023
BUY
$49.38 - $52.0 $54 Million - $56.9 Million
1,094,475 New
1,094,475 $21,000

Others Institutions Holding IGIB

# of Institutions
693
Shares Held
229M
Call Options Held
24.1K
Put Options Held
5.8K
View Full List

About ISHARES TRUST ISHARES 5-10 YEA

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