Journey Advisory Group, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Journey Advisory Group, LLC

$1.25 Billion
Q2 2025

A detailed history of Journey Advisory Group, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Journey Advisory Group, LLC holds 11,400 shares of IBDW stock, worth $243,276. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,400

Holding current value

$243,276

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$20.23 - $21.04 $230,622 - $239,856	11,400 New	11,400 $239,000

Others Institutions Holding IBDW

# of Institutions

230

Shares Held

64.3M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.36M
Shares

$136 Million
1.2% of portfolio
Capital Investment Advisors, LLC

3.13M
Shares

$66.8 Million
1.24% of portfolio
Morgan Stanley New York, NY

2.95M
Shares

$62.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

2.81M
Shares

$59.9 Million
0.0% of portfolio
Venture Visionary Partners LLC

2.47M
Shares

$52.6 Million
1.9% of portfolio

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Journey Advisory Group, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History