4 J Wealth Management LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 15,009 shares of IBDU stock, worth $349,409. This represents 0.34% of its overall portfolio holdings.
Number of Shares
15,009
Previous 15,009
-0.0%
Holding current value
$349,409
Previous $342,000
1.46%
% of portfolio
0.34%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
305Shares Held
91.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Morgan Stanley New York, NY4.08MShares$95 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.6 Million7.66% of portfolio