4 J Wealth Management LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

4 J Wealth Management LLC

$103 Million
Q1 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 27,794 shares of IBMM stock, worth $723,199. This represents 0.7% of its overall portfolio holdings.

Number of Shares

27,794

Previous 35,969 22.73%

Holding current value

$723,199

Previous $932,000 22.64%

% of portfolio

0.7%

Previous 0.9%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$25.9 - $25.98 $211,732 - $212,386	-8,175 Reduced 22.73%	27,794 $721,000
Q4 2023 Jan 22, 2024	SELL	$25.65 - $25.93 $1,564 - $1,581	-61 Reduced 0.17%	35,969 $932,000
Q3 2023 Oct 24, 2023	BUY	$25.67 - $25.78 $744 - $747	29 Added 0.08%	36,030 $925,000
Q2 2023 Jul 14, 2023	SELL	$25.61 - $25.89 $177,963 - $179,909	-6,949 Reduced 16.18%	36,001 $927,000
Q1 2023 Apr 21, 2023	BUY	$25.61 - $25.94 $129,586 - $131,256	5,060 Added 13.35%	42,950 $1.11 Million

Q4 2022 Jan 17, 2023	BUY	$25.53 - $25.87 $187,441 - $189,937	7,342 Added 24.03%	37,890 $0
Q3 2022 Oct 27, 2022	BUY	$25.55 - $26.18 $780,501 - $799,746	30,548 New	30,548 $779,000
Q2 2022 Aug 01, 2022	BUY	$25.67 - $26.04 $889,927 - $902,754	34,668 New	34,668 $901,000

Others Institutions Holding IBMM

# of Institutions

168

Shares Held

16.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2024 TER

Ticker IBMM
Sector ETFs
Industry ETFs

More about IBMM

Track This Portfolio

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.

Account

4 J Wealth Management LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History