4 J Wealth Management LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 20,915 shares of IBMN stock, worth $557,384. This represents 0.49% of its overall portfolio holdings.

Number of Shares
20,915
Previous 20,879 0.17%
Holding current value
$557,384
Previous $553,000 0.72%
% of portfolio
0.49%
Previous 0.52%

Shares

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

Oct 31, 2024
BUY
$26.42 - $26.67 $951 - $960
36 Added 0.17%
20,915 $557,000
Q2 2024

Jul 17, 2024
BUY
$26.34 - $26.49 $948 - $953
36 Added 0.17%
20,879 $553,000
Q1 2024

Apr 22, 2024
BUY
$26.4 - $26.55 $607 - $610
23 Added 0.11%
20,843 $551,000
Q4 2023

Jan 22, 2024
BUY
$26.02 - $26.55 $1,144 - $1,168
44 Added 0.21%
20,820 $552,000
Q3 2023

Oct 24, 2023
BUY
$26.08 - $26.38 $26,862 - $27,171
1,030 Added 5.22%
20,776 $541,000
Q2 2023

Jul 14, 2023
BUY
$26.14 - $26.64 $152,317 - $155,231
5,827 Added 41.86%
19,746 $519,000
Q1 2023

Apr 21, 2023
BUY
$26.16 - $26.7 $364,121 - $371,637
13,919 New
13,919 $370,000

Others Institutions Holding IBMN

# of Institutions
167
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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