Jim Saulnier & Associates, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Jim Saulnier & Associates, LLC
- $179 Billion
- Q3 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 33,483 shares of IBTJ stock, worth $734,282. This represents 0.41% of its overall portfolio holdings.
Number of Shares
33,483
Previous 22,275
50.32%
Holding current value
$734,282
Previous $488 Million
50.56%
% of portfolio
0.41%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding IBTJ
# of Institutions
187Shares Held
28.3MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio