4 J Wealth Management LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 20,629 shares of IBDT stock, worth $516,343. This represents 0.49% of its overall portfolio holdings.

Number of Shares
20,629
Previous 21,189 2.64%
Holding current value
$516,343
Previous $540,000 5.0%
% of portfolio
0.49%
Previous 0.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$24.82 - $25.48 $13,899 - $14,268
-560 Reduced 2.64%
20,629 $513,000
Q3 2024

Oct 31, 2024
BUY
$24.62 - $25.59 $30,528 - $31,731
1,240 Added 6.22%
21,189 $540,000
Q2 2024

Jul 17, 2024
BUY
$24.4 - $24.86 $24,400 - $24,860
1,000 Added 5.28%
19,949 $494,000
Q1 2024

Apr 22, 2024
BUY
$24.69 - $25.14 $134,288 - $136,736
5,439 Added 40.26%
18,949 $472,000
Q4 2023

Jan 22, 2024
BUY
$23.63 - $25.1 $19,140 - $20,331
810 Added 6.38%
13,510 $338,000
Q2 2023

Jul 14, 2023
BUY
$24.43 - $25.1 $310,261 - $318,770
12,700 New
12,700 $311,000

Others Institutions Holding IBDT

# of Institutions
338
Shares Held
78.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
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