James Investment Research Inc Ishares Tr Ibonds Dec 2029 Tre Transaction History
James Investment Research Inc
- $882 Million
- Q3 2025
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 $300,353. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,696
Previous 13,696
-0.0%
Holding current value
$300,353
Previous $300,000
-0.0%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
186Shares Held
28.3MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio