Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 27,091 shares of IBDT stock, worth $674,294. This represents 0.13% of its overall portfolio holdings.

Number of Shares

27,091

Previous 27,039 0.19%

Holding current value

$674,294

Previous $670 Million 3.27%

% of portfolio

0.13%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$24.62 - $25.59 $1,280 - $1,330	52 Added 0.19%	27,091 $692 Million
Q2 2024 Sep 11, 2024	BUY	$24.4 - $24.86 $1,268 - $1,292	52 Added 0.19%	27,039 $670 Million
Q1 2024 Sep 11, 2024	BUY	$24.69 - $25.14 $839 - $854	34 Added 0.13%	26,987 $672 Million
Q4 2023 Sep 11, 2024	BUY	$23.63 - $25.1 $127,082 - $134,987	5,378 Added 24.93%	26,953 $676 Million
Q3 2023 Sep 11, 2024	BUY	$23.94 - $24.67 $129,204 - $133,143	5,397 Added 33.36%	21,575 $518 Million
Q2 2023 Sep 11, 2024	BUY	$24.43 - $25.1 $20,863 - $21,435	854 Added 5.57%	16,178 $396 Million
Q1 2023 Sep 11, 2024	BUY	$24.16 - $25.2 $38,970 - $40,647	1,613 Added 11.76%	15,324 $382 Million
Q4 2022 Sep 11, 2024	BUY	$23.29 - $24.79 $319,329 - $339,895	13,711 New	13,711 $333 Million

Others Institutions Holding IBDT

# of Institutions

302

Shares Held

67.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History