Journey Advisory Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Journey Advisory Group, LLC
- $863 Million
- Q3 2024
A detailed history of Journey Advisory Group, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Journey Advisory Group, LLC holds 671,357 shares of IBTH stock, worth $14.9 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
671,357
Previous 671,357
-0.0%
Holding current value
$14.9 Million
Previous $14.8 Million
2.54%
% of portfolio
1.76%
Previous 1.77%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
199Shares Held
32.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.5 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.6 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.4 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.2 Million0.21% of portfolio
-
Confluence Investment Management LLC1.36MShares$30 Million0.43% of portfolio