Journey Advisory Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Journey Advisory Group, LLC
- $1.31 Billion
- Q3 2025
A detailed history of Journey Advisory Group, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Journey Advisory Group, LLC holds 819,597 shares of IBTH stock, worth $18.4 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
819,597
Previous 782,504
4.74%
Holding current value
$18.4 Million
Previous $17.6 Million
4.88%
% of portfolio
1.41%
Previous 1.41%
Shares
6 transactions
Others Institutions Holding IBTH
# of Institutions
293Shares Held
61.5MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio