Ownership history in Summit Wealth Partners, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in ISHARES TR (IGIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 266,020 | +1,041 | +0.4% | 2.65% | $14.3M | $53.46 |
| 2025 Q3 | ADDED | 264,979 | +10,083 | +4.0% | 2.59% | $14.3M | $52.83 |
| 2025 Q2 | REDUCED | 254,896 | -2,162 | -0.8% | 2.59% | $13.6M | $51.45 |
| 2025 Q1 | ADDED | 257,058 | +6,645 | +2.7% | 2.74% | $13.5M | $50.12 |
| 2024 Q4 | ADDED | 250,413 | +3,749 | +1.5% | 2.65% | $12.9M | $48.79 |
| 2024 Q3 | REDUCED | 246,664 | -26 | -0.0% | 2.55% | $13.3M | $50.13 |
| 2024 Q2 | INITIATED | 246,690 | — | — | 3.06% | $13.5M | — |
As of 2025 Q4 — sorted by position size