James Investment Research Inc Ishares Tr Ibonds Dec 2032 Ter Transaction History
James Investment Research Inc
- $853 Million
- Q3 2024
A detailed history of James Investment Research Inc transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, James Investment Research Inc holds 186,052 shares of IBTM stock, worth $4.14 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
186,052
Previous 189,530
1.84%
Holding current value
$4.14 Million
Previous $4.25 Million
2.7%
% of portfolio
0.51%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding IBTM
# of Institutions
67Shares Held
8.09MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.78MShares$39.5 Million3.09% of portfolio
-
Ubs Group Ag1.44MShares$32 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA801KShares$17.8 Million0.13% of portfolio
-
Stratos Wealth Partners, Ltd.593KShares$13.2 Million0.21% of portfolio
-
Confluence Investment Management LLC419KShares$9.31 Million0.14% of portfolio