Journey Advisory Group, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Journey Advisory Group, LLC
- $1.25 Billion
- Q2 2025
A detailed history of Journey Advisory Group, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Journey Advisory Group, LLC holds 577,438 shares of IBDQ stock, worth $14.5 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
577,438
Previous 669,562
13.76%
Holding current value
$14.5 Million
Previous $16.8 Million
13.66%
% of portfolio
1.16%
Previous 1.41%
Shares
11 transactions
Others Institutions Holding IBDQ
# of Institutions
432Shares Held
95.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio