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

4 J Wealth Management LLC

  • $114 Million
  • Q3 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 26,396 shares of IBMM stock, worth $687,087. This represents 0.61% of its overall portfolio holdings.

Number of Shares
26,396
Previous 27,377 3.58%
Holding current value
$687,087
Previous $713,000 3.51%
% of portfolio
0.61%
Previous 0.67%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$25.97 - $26.11 $25,476 - $25,613
-981 Reduced 3.58%
26,396 $688,000
Q2 2024

Jul 17, 2024
SELL
$25.91 - $26.05 $10,804 - $10,862
-417 Reduced 1.5%
27,377 $713,000
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
$25.46 - $25.87 $186,927 - $189,937
7,342 Added 24.03%
37,890 $0
Q3 2022

Oct 27, 2022
BUY
$25.41 - $26.18 $776,224 - $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
174
Shares Held
13.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

IBMM Quotes by TradingView
  • Ticker IBMM
  • Sector ETFs
  • Industry ETFs
More about IBMM
Track This Portfolio

Track 4 J Wealth Management LLC Portfolio

Follow 4 J Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email