4 J Wealth Management LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

4 J Wealth Management LLC

  • $102 Million
  • Q1 2025

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 24,969 shares of IBDT stock, worth $633,213. This represents 0.62% of its overall portfolio holdings.

Number of Shares
24,969
Previous 20,629 21.04%
Holding current value
$633,213
Previous $513,000 22.81%
% of portfolio
0.62%
Previous 0.49%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$24.79 - $25.26 $107,588 - $109,628
4,340 Added 21.04%
24,969 $630,000
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
370
Shares Held
87M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email