Journey Advisory Group, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Journey Advisory Group, LLC
- $1.2 Billion
- Q1 2025
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 704,956 shares of IBTJ stock, worth $15.4 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
704,956
Previous 515,204
36.83%
Holding current value
$15.4 Million
Previous $11 Million
39.65%
% of portfolio
1.28%
Previous 1.32%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
170Shares Held
24.1MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.51MShares$32.9 Million4.17% of portfolio
-
Wells Fargo & Company San Francisco, CA1.44MShares$31.4 Million0.01% of portfolio
-
Atwood & Palmer Inc1.14MShares$24.8 Million1.76% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL855KShares$18.6 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO803KShares$17.5 Million0.02% of portfolio