Summit Wealth Partners, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 9,968 shares of IBHG stock, worth $223,681. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,968
Previous 9,968 -0.0%
Holding current value
$223,681
Previous $225 Million 1.59%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$21.89 - $22.6 $218,199 - $225,276
9,968 New
9,968 $225 Million
Q2 2024

Sep 11, 2024
SELL
$21.73 - $22.12 $197,590 - $201,137
-9,093 Closed
0 $0
Q4 2023

Sep 11, 2024
BUY
$20.98 - $22.35 $190,771 - $203,228
9,093 New
9,093 $202 Million

Others Institutions Holding IBHG

# of Institutions
75
Shares Held
5.09M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2027 TERM HI

IBHG Quotes by TradingView
  • Ticker IBHG
More about IBHG
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