Summit Wealth Partners, LLC Ishares Core 10+ Year Usd Bond Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core 10+ Year Usd Bond stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 71,365 shares of ILTB stock, worth $3.54 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

71,365

Previous 56,552 26.19%

Holding current value

$3.54 Million

Previous $3.01 Billion 15.25%

% of portfolio

0.71%

Previous 0.58%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$48.5 - $53.31 $718,430 - $789,681	14,813 Added 26.19%	71,365 $3.47 Billion
Q3 2024 Oct 28, 2024	BUY	$48.89 - $54.14 $152,879 - $169,295	3,127 Added 5.85%	56,552 $3.01 Billion
Q2 2024 Sep 11, 2024	BUY	$48.11 - $50.91 $1.02 Million - $1.08 Million	21,248 Added 66.03%	53,425 $2.66 Billion
Q1 2024 Sep 11, 2024	BUY	$49.79 - $52.38 $615,703 - $647,731	12,366 Added 62.42%	32,177 $1.64 Billion
Q4 2023 Sep 11, 2024	BUY	$44.52 - $53.18 $16,160 - $19,304	363 Added 1.87%	19,811 $1.04 Billion
Q3 2023 Sep 11, 2024	SELL	$47.23 - $52.75 $5,809 - $6,488	-123 Reduced 0.63%	19,448 $919 Million
Q2 2023 Sep 11, 2024	BUY	$51.07 - $54.42 $22,011 - $23,455	431 Added 2.25%	19,571 $1.03 Billion
Q1 2023 Sep 11, 2024	BUY	$50.74 - $55.23 $2,334 - $2,540	46 Added 0.24%	19,140 $1.03 Billion
Q4 2022 Sep 11, 2024	SELL	$46.91 - $54.59 $54,040 - $62,887	-1,152 Reduced 5.69%	19,094 $972 Million
Q3 2022 Sep 11, 2024	SELL	$49.52 - $58.2 $92,057 - $108,193	-1,859 Reduced 8.41%	20,246 $1.02 Billion
Q2 2022 Sep 11, 2024	SELL	$53.66 - $64.11 $93,905 - $112,192	-1,750 Reduced 7.34%	22,105 $1.23 Billion
Q1 2022 Sep 11, 2024	BUY	$62.53 - $70.85 $54,338 - $61,568	869 Added 3.78%	23,855 $1.53 Billion
Q4 2021 Sep 10, 2024	BUY	$70.38 - $74.03 $86,989 - $91,501	1,236 Added 5.68%	22,986 $1.66 Billion
Q3 2021 Sep 10, 2024	BUY	$71.58 - $74.49 $4,008 - $4,171	56 Added 0.26%	21,750 $1.56 Billion
Q2 2021 Sep 10, 2024	BUY	$68.54 - $72.58 $91,980 - $97,402	1,342 Added 6.59%	21,694 $1.57 Billion
Q1 2021 Sep 10, 2024	BUY	$67.52 - $76.0 $62,928 - $70,832	932 Added 4.8%	20,352 $1.4 Billion
Q4 2020 Sep 10, 2024	BUY	$74.0 - $77.04 $537,684 - $559,772	7,266 Added 59.78%	19,420 $1.48 Billion
Q3 2020 Sep 10, 2024	SELL	$75.22 - $79.39 $78,680 - $83,041	-1,046 Reduced 7.92%	12,154 $918 Million
Q2 2020 Sep 10, 2024	BUY	$70.14 - $75.05 $1,753 - $1,876	25 Added 0.19%	13,200 $990 Million
Q1 2020 Sep 10, 2024	SELL	$61.86 - $76.96 $135,349 - $168,388	-2,188 Reduced 14.24%	13,175 $938 Million
Q4 2019 Sep 09, 2024	BUY	$66.95 - $70.26 $1.03 Million - $1.08 Million	15,363 New	15,363 $1.05 Billion

Others Institutions Holding ILTB

# of Institutions

102

Shares Held

6.58M

Call Options Held

Put Options Held

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About ISHARES CORE 10+ YEAR USD BOND

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Summit Wealth Partners, LLC Ishares Core 10+ Year Usd Bond Transaction History