4 J Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
4 J Wealth Management LLC
- $105 Million
- Q4 2024
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 52,385 shares of IBDR stock, worth $1.24 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
52,385
Previous 43,897
19.34%
Holding current value
$1.24 Million
Previous $1.04 Million
19.39%
% of portfolio
1.18%
Previous 0.92%
Shares
7 transactions
Others Institutions Holding IBDR
# of Institutions
398Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.31MShares$54.8 Million0.02% of portfolio