4 J Wealth Management LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
4 J Wealth Management LLC
- $107 Million
- Q2 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 13,185 shares of IBDU stock, worth $306,287. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,185
Previous 13,185
-0.0%
Holding current value
$306,287
Previous $300,000
0.67%
% of portfolio
0.28%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding IBDU
# of Institutions
205Shares Held
48.5MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.48MShares$104 Million0.03% of portfolio
-
Capital Advisors Inc3.47MShares$80.5 Million1.65% of portfolio
-
Bank Of America Corp Charlotte, NC3.34MShares$77.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.58MShares$59.9 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC2.3MShares$53.5 Million1.0% of portfolio