Journey Advisory Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Journey Advisory Group, LLC
- $810 Million
- Q1 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 640,936 shares of IBTH stock, worth $14.3 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
640,936
Previous 616,814
3.91%
Holding current value
$14.3 Million
Previous $13.8 Million
2.85%
% of portfolio
1.75%
Previous 1.88%
Shares
2 transactions
Others Institutions Holding IBTH
# of Institutions
164Shares Held
26.8MCall Options Held
0Put Options Held
0-
Globalt Investments LLC / Ga Atlanta, GA3.23MShares$71.9 Million2.85% of portfolio
-
Morgan Stanley New York, NY3.09MShares$68.7 Million0.01% of portfolio
-
Confluence Investment Management LLC1.38MShares$30.8 Million0.46% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.36MShares$30.2 Million0.27% of portfolio
-
Bank Of America Corp Charlotte, NC1.31MShares$29.2 Million0.0% of portfolio