James Investment Research Inc Ishares Tr Ibonds Dec 2032 Ter Transaction History
James Investment Research Inc
- $819 Million
- Q4 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 173,225 shares of IBTM stock, worth $3.87 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
173,225
Previous 186,052
6.89%
Holding current value
$3.87 Million
Previous $4.37 Million
11.97%
% of portfolio
0.47%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding IBTM
# of Institutions
67Shares Held
7.94MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.62MShares$36.2 Million2.63% of portfolio
-
Ubs Group Ag1.44MShares$32.1 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA801KShares$17.9 Million0.13% of portfolio
-
Stratos Wealth Partners, Ltd.647KShares$14.4 Million0.21% of portfolio
-
Confluence Investment Management LLC426KShares$9.52 Million0.14% of portfolio