Journey Advisory Group, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Journey Advisory Group, LLC
- $863 Million
- Q3 2024
A detailed history of Journey Advisory Group, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Journey Advisory Group, LLC holds 515,204 shares of IBTJ stock, worth $11 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
515,204
Previous 515,204
-0.0%
Holding current value
$11 Million
Previous $11 Million
3.47%
% of portfolio
1.32%
Previous 1.32%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
137Shares Held
14.3MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.3 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$22.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
-
Hengehold Capital Management LLC642KShares$13.8 Million1.3% of portfolio
-
Bank Of America Corp Charlotte, NC581KShares$12.4 Million0.0% of portfolio