4 J Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

4 J Wealth Management LLC

  • $123 Million
  • Q3 2025

A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 68,329 shares of IBDR stock, worth $1.62 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
68,329
Previous 58,050 17.71%
Holding current value
$1.62 Million
Previous $1.38 Million 17.71%
% of portfolio
1.32%
Previous 1.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
N/A
10,279 Added 17.71%
68,329 $1.62 Million
Q2 2025

Aug 04, 2025
BUY
N/A
6,179 Added 11.91%
58,050 $1.38 Million
Q1 2025

Apr 28, 2025
SELL
N/A
-514 Reduced 0.98%
51,871 $1.23 Million
Q4 2024

Jan 23, 2025
BUY
N/A
8,488 Added 19.34%
52,385 $1.24 Million
Q3 2024

Oct 31, 2024
BUY
$23.75 - $23.75 $109,273 - $109,273
4,601 Added 11.71%
43,897 $1.04 Million
Q2 2024

Jul 17, 2024
SELL
$23.65 - $23.82 $6,101 - $6,145
-258 Reduced 0.65%
39,296 $936,000
Q1 2024

Apr 22, 2024
BUY
$23.76 - $23.98 $327,080 - $330,108
13,766 Added 53.38%
39,554 $943,000
Q4 2023

Jan 22, 2024
BUY
$23.15 - $23.9 $44,725 - $46,174
1,932 Added 8.1%
25,788 $616,000
Q3 2023

Oct 24, 2023
SELL
$23.28 - $23.6 $134,581 - $136,431
-5,781 Reduced 19.51%
23,856 $556,000
Q2 2023

Jul 14, 2023
BUY
$23.42 - $23.83 $694,098 - $706,249
29,637 New
29,637 $695,000

Others Institutions Holding IBDR

# of Institutions
464
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
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More about IBDR
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