Jim Saulnier & Associates, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 72,651 shares of IBTI stock, worth $1.62 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
72,651
Previous 71,016
2.3%
Holding current value
$1.62 Million
Previous $1.56 Billion
3.92%
% of portfolio
1.26%
Previous 1.34%
Shares
3 transactions
Others Institutions Holding IBTI
# of Institutions
194Shares Held
37.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.43MShares$76.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$53.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.07MShares$45.9 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.5MShares$33.3 Million0.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.21MShares$26.9 Million0.01% of portfolio