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

4 J Wealth Management LLC

  • $114 Million
  • Q3 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 43,897 shares of IBDR stock, worth $1.04 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
43,897
Previous 39,296 11.71%
Holding current value
$1.04 Million
Previous $936,000 11.32%
% of portfolio
0.92%
Previous 0.87%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
373
Shares Held
89.1M
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
  • Industry ETFs
More about IBDR
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