A detailed history of James Investment Research Inc transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, James Investment Research Inc holds 13,696 shares of IBTJ stock, worth $293,505. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,696
Previous 11,446 19.66%
Holding current value
$293,505
Previous $249,000 18.07%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$21.33 - $21.86 $47,992 - $49,185
2,250 Added 19.66%
13,696 $294,000
Q4 2023

Feb 06, 2024

BUY
$20.61 - $21.84 $235,902 - $249,980
11,446 New
11,446 $249,000

Others Institutions Holding IBTJ

About ISHARES TR IBONDS DEC 2029 TRE


  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
Track This Portfolio

Track James Investment Research Inc Portfolio

Follow James Investment Research Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of James Investment Research Inc, based on Form 13F filings with the SEC.

News

Stay updated on James Investment Research Inc with notifications on news.