Jim Saulnier & Associates, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Jim Saulnier & Associates, LLC
- $147 Billion
- Q2 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 22,275 shares of IBTJ stock, worth $491,609. This represents 0.33% of its overall portfolio holdings.
Number of Shares
22,275
Previous 11,744
89.67%
Holding current value
$491,609
Previous $256 Million
90.98%
% of portfolio
0.33%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding IBTJ
# of Institutions
167Shares Held
25.9MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.94MShares$42.8 Million5.58% of portfolio
-
Wells Fargo & Company San Francisco, CA1.5MShares$33.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.02MShares$22.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.4 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.3 Million1.85% of portfolio