4 J Wealth Management LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
4 J Wealth Management LLC
- $125 Million
- Q4 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 22,260 shares of IBDW stock, worth $469,463. This represents 0.37% of its overall portfolio holdings.
Number of Shares
22,260
Previous 9,560
132.85%
Holding current value
$469,463
Previous $202,000
132.18%
% of portfolio
0.37%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
252Shares Held
77MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.65MShares$76.9 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Advisors Inc3.09MShares$65.2 Million1.09% of portfolio