Jim Saulnier & Associates, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Jim Saulnier & Associates, LLC
- $179 Billion
- Q3 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 107,032 shares of IBTI stock, worth $2.39 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
107,032
Previous 83,044
28.89%
Holding current value
$2.39 Million
Previous $1.86 Billion
29.03%
% of portfolio
1.34%
Previous 1.27%
Shares
5 transactions
Others Institutions Holding IBTI
# of Institutions
213Shares Held
41.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.32MShares$74.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.39MShares$53.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$53 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$33.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.06MShares$23.6 Million0.04% of portfolio