Jim Saulnier & Associates, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Jim Saulnier & Associates, LLC
- $129 Billion
- Q1 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 68,898 shares of IBTH stock, worth $1.56 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
68,898
Previous 63,597
8.34%
Holding current value
$1.56 Million
Previous $1.41 Billion
9.43%
% of portfolio
1.2%
Previous 1.22%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
239Shares Held
47.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.46MShares$123 Million2.19% of portfolio
-
Morgan Stanley New York, NY3.46MShares$78 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.95MShares$66.5 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC2.41MShares$54.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.51MShares$34.1 Million0.01% of portfolio