4 J Wealth Management LLC Ishares Tr Transaction History
4 J Wealth Management LLC
- $102 Million
- Q1 2025
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 15,068 shares of IBDV stock, worth $330,139. This represents 0.32% of its overall portfolio holdings.
Number of Shares
15,068
Previous 15,068
-0.0%
Holding current value
$330,139
Previous $321,000
1.87%
% of portfolio
0.32%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding IBDV
# of Institutions
244Shares Held
69.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.88MShares$107 Million1.18% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$99.5 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.44MShares$75.4 Million1.42% of portfolio
-
Capital Advisors Inc2.81MShares$61.6 Million1.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$57.4 Million0.02% of portfolio