A detailed history of 4 J Wealth Management LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, 4 J Wealth Management LLC holds 67,117 shares of IBDP stock, worth $1.69 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
67,117
Previous 67,247 0.19%
Holding current value
$1.69 Million
Previous $1.68 Million 0.12%
% of portfolio
1.58%
Previous 1.64%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$24.98 - $25.13 $3,247 - $3,266
-130 Reduced 0.19%
67,117 $1.69 Million
Q1 2024

Apr 22, 2024

BUY
$24.89 - $25.05 $282,874 - $284,693
11,365 Added 20.34%
67,247 $1.68 Million
Q4 2023

Jan 22, 2024

BUY
$24.66 - $24.91 $149,094 - $150,605
6,046 Added 12.13%
55,882 $1.39 Million
Q3 2023

Oct 24, 2023

BUY
$24.53 - $24.74 $65,617 - $66,179
2,675 Added 5.67%
49,836 $1.23 Million
Q2 2023

Jul 14, 2023

BUY
$24.51 - $24.65 $594,195 - $597,589
24,243 Added 105.78%
47,161 $1.16 Million
Q1 2023

Apr 21, 2023

BUY
$24.39 - $24.64 $92,925 - $93,878
3,810 Added 19.94%
22,918 $563,000
Q4 2022

Jan 17, 2023

BUY
$24.17 - $24.5 $187,486 - $190,046
7,757 Added 68.34%
19,108 $0
Q3 2022

Oct 27, 2022

BUY
$24.3 - $24.9 $275,829 - $282,639
11,351 New
11,351 $276,000

Others Institutions Holding IBDP

About ISHARES IBONDS DEC 2024 TERM C


  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
Track This Portfolio

Track 4 J Wealth Management LLC Portfolio

Follow 4 J Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 J Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 4 J Wealth Management LLC with notifications on news.