Summitry LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Summitry LLC

$1.91 Billion
Q4 2024

A detailed history of Summitry LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Summitry LLC holds 845,358 shares of IBTG stock, worth $19.2 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

845,358

Holding current value

$19.2 Million

% of portfolio

1.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$22.72 - $23.0 $19.2 Million - $19.4 Million	845,358 New	845,358 $19.3 Million

Others Institutions Holding IBTG

# of Institutions

246

Shares Held

51.4M

Call Options Held

Put Options Held

Hm Payson & CO Portland, ME

4.01M
Shares

$91.4 Million
1.58% of portfolio
Morgan Stanley New York, NY

3.46M
Shares

$78.7 Million
0.01% of portfolio
Essential Planning, Llc. Portsmouth, NH

3.43M
Shares

$78 Million
0.52% of portfolio
Capital Investment Advisors, LLC

2.33M
Shares

$53 Million
1.1% of portfolio
Bank Of America Corp Charlotte, NC

2.1M
Shares

$47.8 Million
0.0% of portfolio

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
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More about IBTG

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