4 J Wealth Management LLC Ishares Tr Transaction History
4 J Wealth Management LLC
- $107 Million
- Q2 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 14,038 shares of IBDV stock, worth $302,518. This represents 0.28% of its overall portfolio holdings.
Number of Shares
14,038
Previous 14,038
-0.0%
Holding current value
$302,518
Previous $300,000
0.67%
% of portfolio
0.28%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding IBDV
# of Institutions
155Shares Held
32.8MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC2.4MShares$51.6 Million1.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$42 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.93MShares$41.6 Million0.06% of portfolio
-
Ubs Group Ag1.83MShares$39.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.51MShares$32.5 Million0.0% of portfolio