4 J Wealth Management LLC Ishares Tr Ibonds December 202 Transaction History
4 J Wealth Management LLC
- $107 Million
- Q2 2024
A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, 4 J Wealth Management LLC holds 8,655 shares of IBMO stock, worth $221,308. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,655
Previous 8,619
0.42%
Holding current value
$221,308
Previous $218,000
0.46%
% of portfolio
0.2%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding IBMO
# of Institutions
165Shares Held
17.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO981KShares$25.1 Million0.06% of portfolio
-
Envestnet Asset Management Inc884KShares$22.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY866KShares$22.1 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH773KShares$19.8 Million0.34% of portfolio