Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 33,813 shares of IBTJ stock, worth $741,519. This represents 0.14% of its overall portfolio holdings.

Number of Shares
33,813
Holding current value
$741,519
% of portfolio
0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$21.9 - $22.08 $740,504 - $746,591
33,813 New
33,813 $766 Million
Q2 2025

Aug 11, 2025
BUY
$21.57 - $21.99 $260,565 - $265,639
12,080 New
12,080 $282 Million

Others Institutions Holding IBTJ

# of Institutions
199
Shares Held
33.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

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