4 J Wealth Management LLC Ishares Tr Transaction History

4 J Wealth Management LLC

  • $114 Million
  • Q3 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, 4 J Wealth Management LLC holds 14,618 shares of IBDV stock, worth $317,649. This represents 0.29% of its overall portfolio holdings.

Number of Shares
14,618
Previous 14,038 4.13%
Holding current value
$317,649
Previous $298,000 8.72%
% of portfolio
0.29%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$21.11 - $22.24 $12,243 - $12,899
580 Added 4.13%
14,618 $324,000
Q1 2024

Apr 22, 2024
BUY
$21.16 - $21.68 $297,044 - $304,343
14,038 New
14,038 $300,000

Others Institutions Holding IBDV

# of Institutions
195
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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