Summit Wealth Partners, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 77,039 shares of ISTB stock, worth $3.67 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

77,039

Previous 77,658 0.8%

Holding current value

$3.67 Million

Previous $3.68 Billion 1.95%

% of portfolio

0.72%

Previous 0.76%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$47.18 - $48.74 $29,204 - $30,170	-619 Reduced 0.8%	77,039 $3.75 Billion
Q2 2024 Sep 11, 2024	SELL	$46.84 - $47.46 $179,631 - $182,009	-3,835 Reduced 4.71%	77,658 $3.68 Billion
Q1 2024 Sep 11, 2024	BUY	$47.16 - $47.73 $76,116 - $77,036	1,614 Added 2.02%	81,493 $3.87 Billion
Q4 2023 Sep 11, 2024	BUY	$46.0 - $47.56 $105,340 - $108,912	2,290 Added 2.95%	79,879 $3.8 Billion
Q3 2023 Sep 11, 2024	BUY	$46.26 - $46.9 $307,120 - $311,369	6,639 Added 9.36%	77,589 $3.6 Billion
Q2 2023 Sep 11, 2024	SELL	$46.63 - $47.38 $65,328 - $66,379	-1,401 Reduced 1.94%	70,950 $3.31 Billion
Q1 2023 Sep 11, 2024	SELL	$46.16 - $47.28 $575,707 - $589,676	-12,472 Reduced 14.7%	72,351 $3.41 Billion
Q4 2022 Sep 11, 2024	BUY	$45.61 - $46.84 $391,561 - $402,121	8,585 Added 11.26%	84,823 $3.94 Billion
Q3 2022 Sep 11, 2024	SELL	$45.93 - $47.9 $258,723 - $269,820	-5,633 Reduced 6.88%	76,238 $3.51 Billion
Q2 2022 Sep 11, 2024	SELL	$46.78 - $48.31 $234,133 - $241,791	-5,005 Reduced 5.76%	81,871 $3.88 Billion
Q1 2022 Sep 11, 2024	BUY	$48.28 - $50.36 $93,132 - $97,144	1,929 Added 2.27%	86,876 $4.21 Billion
Q4 2021 Sep 10, 2024	BUY	$50.4 - $51.06 $215,157 - $217,975	4,269 Added 5.29%	84,947 $4.28 Billion
Q3 2021 Sep 10, 2024	BUY	$51.04 - $51.35 $98,303 - $98,900	1,926 Added 2.45%	80,678 $4.12 Billion
Q2 2021 Sep 10, 2024	BUY	$51.18 - $51.42 $191,566 - $192,465	3,743 Added 4.99%	78,752 $4.04 Billion
Q1 2021 Sep 10, 2024	BUY	$51.2 - $51.67 $320,256 - $323,195	6,255 Added 9.1%	75,009 $3.85 Billion
Q4 2020 Sep 10, 2024	BUY	$51.33 - $51.65 $784,938 - $789,831	15,292 Added 28.6%	68,754 $3.55 Billion
Q3 2020 Sep 10, 2024	BUY	$51.36 - $51.69 $217,355 - $218,752	4,232 Added 8.6%	53,462 $2.76 Billion
Q2 2020 Sep 10, 2024	BUY	$50.12 - $51.49 $136,075 - $139,795	2,715 Added 5.84%	49,230 $2.53 Billion
Q1 2020 Sep 10, 2024	SELL	$48.23 - $51.34 $30,577 - $32,549	-634 Reduced 1.34%	46,515 $2.35 Billion
Q4 2019 Sep 09, 2024	BUY	$50.24 - $50.61 $2.37 Million - $2.39 Million	47,149 New	47,149 $2.38 Billion

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.6M

Call Options Held

Put Options Held

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About IHARES CORE 1-5 YEARS USD BOND

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Summit Wealth Partners, LLC Ihares Core 1 5 Years Usd Bond Transaction History