Summit Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 37,072 shares of IBDQ stock, worth $930,507. This represents 0.19% of its overall portfolio holdings.

Number of Shares

37,072

Previous 37,997 2.43%

Holding current value

$930,507

Previous $954 Million 2.63%

% of portfolio

0.19%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$25.0 - $25.11 $23,125 - $23,226	-925 Reduced 2.43%	37,072 $929 Million
Q3 2024 Oct 28, 2024	BUY	$24.78 - $25.11 $110,642 - $112,116	4,465 Added 13.32%	37,997 $954 Million
Q2 2024 Sep 11, 2024	BUY	$24.69 - $24.86 $77,773 - $78,309	3,150 Added 10.37%	33,532 $834 Million
Q4 2023 Sep 11, 2024	BUY	$24.29 - $24.76 $103,402 - $105,403	4,257 Added 16.29%	30,382 $752 Million
Q3 2023 Sep 11, 2024	BUY	$24.29 - $24.48 $127,231 - $128,226	5,238 Added 25.08%	26,125 $637 Million
Q2 2023 Sep 11, 2024	BUY	$24.34 - $24.65 $89,327 - $90,465	3,670 Added 21.32%	20,887 $509 Million
Q1 2023 Sep 11, 2024	BUY	$24.13 - $24.64 $208,989 - $213,407	8,661 Added 101.23%	17,217 $422 Million
Q4 2022 Sep 11, 2024	BUY	$23.87 - $24.49 $204,231 - $209,536	8,556 New	8,556 $208 Million

Others Institutions Holding IBDQ

# of Institutions

408

Shares Held

89.3M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

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Summit Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History