4 J Wealth Management LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, 4 J Wealth Management LLC holds 8,691 shares of IBMO stock, worth $221,968. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,691
Previous 8,655 0.42%
Holding current value
$221,968
Previous $219,000 1.83%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Oct 31, 2024
BUY
$25.26 - $25.66 $909 - $923
36 Added 0.42%
8,691 $223,000
Q2 2024

Jul 17, 2024
BUY
$25.16 - $25.33 $905 - $911
36 Added 0.42%
8,655 $219,000
Q1 2024

Apr 22, 2024
BUY
$25.35 - $25.52 $583 - $586
23 Added 0.27%
8,619 $218,000
Q4 2023

Jan 22, 2024
BUY
$24.71 - $25.52 $988 - $1,020
40 Added 0.47%
8,596 $219,000
Q3 2023

Oct 24, 2023
BUY
$24.76 - $25.26 $10,547 - $10,760
426 Added 5.24%
8,556 $212,000
Q2 2023

Jul 14, 2023
BUY
$24.96 - $25.63 $202,924 - $208,371
8,130 New
8,130 $204,000

Others Institutions Holding IBMO

# of Institutions
169
Shares Held
17.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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