Journey Advisory Group, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Journey Advisory Group, LLC
- $1.31 Billion
- Q3 2025
A detailed history of Journey Advisory Group, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Journey Advisory Group, LLC holds 694,316 shares of IBDR stock, worth $16.5 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
694,316
Previous 673,805
3.04%
Holding current value
$16.5 Million
Previous $16 Million
3.05%
% of portfolio
1.26%
Previous 1.28%
Shares
5 transactions
Others Institutions Holding IBDR
# of Institutions
466Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio