4 J Wealth Management LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 15,009 shares of IBDU stock, worth $344,756. This represents 0.33% of its overall portfolio holdings.
Number of Shares
15,009
Previous 14,539
3.23%
Holding current value
$344,756
Previous $341,000
0.29%
% of portfolio
0.33%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
267Shares Held
80.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.6MShares$129 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.2MShares$96.5 Million1.08% of portfolio
-
Capital Advisors Inc3.89MShares$89.3 Million1.81% of portfolio
-
Morgan Stanley New York, NY3.61MShares$83 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.58MShares$82.2 Million0.02% of portfolio