ISHARES TR

Ticker: ILTB CUSIP: 464289479 Class: Common Stock

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 19,067 Value ($000) $948 Avg Close — Range —
Q3 2025
Shares 24,297 Value ($000) $1,227 Avg Close — Range —
Q2 2025
Shares 33,518 Value ($000) $1,656 Avg Close — Range —
Q1 2025
Shares 64,177 Value ($000) $3,209 Avg Close — Range —
Q4 2024
Shares 71,365 Value ($000) $3,472 Avg Close — Range —
Q3 2024
Shares 56,552 Value ($000) $3,013 Avg Close — Range —
Q2 2024
Shares 53,425 Value ($000) $2,656 Avg Close — Range —
Q1 2024
Shares 32,177 Value ($000) $1,645 Avg Close — Range —
Q4 2023
Shares 19,811 Value ($000) $1,042 Avg Close — Range —
Q3 2023
Shares 19,448 Value ($000) $919 Avg Close — Range —
Q2 2023
Shares 19,571 Value ($000) $1,029 Avg Close — Range —
Q1 2023
Shares 19,140 Value ($000) $1,028 Avg Close — Range —
Q4 2022
Shares 19,094 Value ($000) $972 Avg Close — Range —
Q3 2022
Shares 20,246 Value ($000) $1,016 Avg Close — Range —
Q2 2022
Shares 22,105 Value ($000) $1,229 Avg Close — Range —
Q1 2022
Shares 23,855 Value ($000) $1,527 Avg Close — Range —
Q4 2021
Shares 22,986 Value ($000) $1,658 Avg Close — Range —
Q3 2021
Shares 21,750 Value ($000) $1,557 Avg Close — Range —
Q2 2021
Shares 21,694 Value ($000) $1,568 Avg Close — Range —
Q1 2021
Shares 20,352 Value ($000) $1,395 Avg Close — Range —
Q4 2020
Shares 19,420 Value ($000) $1,484 Avg Close — Range —
Q3 2020
Shares 12,154 Value ($000) $918 Avg Close — Range —
Q2 2020
Shares 13,200 Value ($000) $990 Avg Close — Range —
Q1 2020
Shares 13,175 Value ($000) $938 Avg Close — Range —
Q4 2019
Shares 15,363 Value ($000) $1,046 Avg Close — Range —