Journey Advisory Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Journey Advisory Group, LLC
- $863 Million
- Q3 2024
A detailed history of Journey Advisory Group, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Journey Advisory Group, LLC holds 605,120 shares of IBTI stock, worth $13.2 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
605,120
Previous 605,120
-0.0%
Holding current value
$13.2 Million
Previous $13.2 Million
3.12%
% of portfolio
1.58%
Previous 1.58%
Shares
3 transactions
Others Institutions Holding IBTI
# of Institutions
147Shares Held
23.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.64MShares$35.7 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.03MShares$22.5 Million0.15% of portfolio
-
Stifel Financial Corp St. Louis, MO1.02MShares$22.4 Million0.02% of portfolio
-
Atwood & Palmer Inc1.01MShares$22 Million1.57% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22 Million0.55% of portfolio