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

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

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 15,443 shares of IBTI stock, worth $345,151. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,443
Previous 14,275 8.18%
Holding current value
$345,151
Previous $319 Million 8.3%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$22.19 - $22.44 $25,917 - $26,209
1,168 Added 8.18%
15,443 $346 Million
Q2 2025

Aug 11, 2025
BUY
$22.09 - $22.44 $99,493 - $101,069
4,504 Added 46.1%
14,275 $319 Million
Q1 2025

May 06, 2025
BUY
$21.77 - $22.25 $212,714 - $217,404
9,771 New
9,771 $217 Million

Others Institutions Holding IBTI

# of Institutions
214
Shares Held
41.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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