Jim Saulnier & Associates, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 83,044 shares of IBTI stock, worth $1.86 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
83,044
Previous 72,651
14.31%
Holding current value
$1.86 Million
Previous $1.62 Billion
14.87%
% of portfolio
1.27%
Previous 1.26%
Shares
4 transactions
Others Institutions Holding IBTI
# of Institutions
200Shares Held
39.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.28MShares$73.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$55.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.26MShares$50.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.36MShares$30.5 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.27MShares$28.4 Million0.15% of portfolio