Summitry LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Summitry LLC
- $2.18 Billion
- Q3 2025
A detailed history of Summitry LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Summitry LLC holds 1,780,926 shares of IBDU stock, worth $41.6 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
1,780,926
Previous 1,737,633
2.49%
Holding current value
$41.6 Million
Previous $40.5 Million
3.11%
% of portfolio
1.92%
Previous 1.97%
Shares
9 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio