Jim Saulnier & Associates, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Jim Saulnier & Associates, LLC
- $116 Billion
- Q4 2024
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 63,597 shares of IBTH stock, worth $1.41 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
63,597
Previous 39,549
60.81%
Holding current value
$1.41 Million
Previous $895 Million
57.69%
% of portfolio
1.22%
Previous 0.88%
Shares
2 transactions
Others Institutions Holding IBTH
# of Institutions
211Shares Held
34.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.7 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.8 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.5 Million0.0% of portfolio
-
Confluence Investment Management LLC1.42MShares$31.5 Million0.45% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.3 Million0.21% of portfolio