4 J Wealth Management LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 20,843 shares of IBMN stock, worth $551,922. This represents 0.54% of its overall portfolio holdings.
Number of Shares
20,843
Previous 20,820
0.11%
Holding current value
$551,922
Previous $552,000
0.18%
% of portfolio
0.54%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding IBMN
# of Institutions
159Shares Held
17.9MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.3 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.66MShares$43.8 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO934KShares$24.7 Million0.07% of portfolio
-
Envestnet Asset Management Inc814KShares$21.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY757KShares$20 Million0.0% of portfolio