Journey Advisory Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Journey Advisory Group, LLC
- $836 Million
- Q2 2024
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 671,357 shares of IBTH stock, worth $15 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
671,357
Previous 640,936
4.75%
Holding current value
$15 Million
Previous $14.2 Million
4.37%
% of portfolio
1.77%
Previous 1.75%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
184Shares Held
29.9MCall Options Held
0Put Options Held
0-
Globalt Investments LLC / Ga Atlanta, GA3.18MShares$71.1 Million2.81% of portfolio
-
Morgan Stanley New York, NY3.16MShares$70.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$32.5 Million0.0% of portfolio
-
Confluence Investment Management LLC1.38MShares$30.9 Million0.46% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.3MShares$29 Million0.21% of portfolio