4 J Wealth Management LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

4 J Wealth Management LLC

$109 Million
Q2 2025

A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 9,560 shares of IBDW stock, worth $202,576. This represents 0.18% of its overall portfolio holdings.

Number of Shares

9,560

Holding current value

$202,576

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$20.23 - $21.04 $193,398 - $201,142	9,560 New	9,560 $201,000

Others Institutions Holding IBDW

# of Institutions

230

Shares Held

64.5M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.36M
Shares

$135 Million
1.2% of portfolio
Capital Investment Advisors, LLC

3.13M
Shares

$66.4 Million
1.24% of portfolio
Morgan Stanley New York, NY

2.95M
Shares

$62.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

2.81M
Shares

$59.5 Million
0.0% of portfolio
Venture Visionary Partners LLC

2.47M
Shares

$52.3 Million
1.9% of portfolio

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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4 J Wealth Management LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History