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 $19.3 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

845,358

Holding current value

$19.3 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

257

Shares Held

55.6M

Call Options Held

Put Options Held

Hm Payson & CO Portland, ME

4.01M
Shares

$91.7 Million
1.58% of portfolio
Morgan Stanley New York, NY

3.6M
Shares

$82.2 Million
0.01% of portfolio
Essential Planning, Llc. Portsmouth, NH

3.43M
Shares

$78.3 Million
0.52% of portfolio
Bank Of America Corp Charlotte, NC

2.7M
Shares

$61.8 Million
0.01% of portfolio
Capital Investment Advisors, LLC

2.33M
Shares

$53.2 Million
1.1% of portfolio

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
Industry ETFs

More about IBTG

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