Jim Saulnier & Associates, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Jim Saulnier & Associates, LLC
- $147 Billion
- Q2 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 45,039 shares of IBTG stock, worth $1.03 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
45,039
Previous 41,938
7.39%
Holding current value
$1.03 Million
Previous $962 Million
7.35%
% of portfolio
0.7%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
300Shares Held
71.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC5.26MShares$121 Million0.56% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.3 Million0.01% of portfolio