4 J Wealth Management LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 159,788 shares of IBTE stock, worth $3.82 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares

159,788

Previous 217,361 26.49%

Holding current value

$3.82 Million

Previous $5.19 Million 26.24%

% of portfolio

3.72%

Previous 5.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$23.85 - $23.95 $1.37 Million - $1.38 Million	-57,573 Reduced 26.49%	159,788 $3.83 Million
Q4 2023 Jan 22, 2024	SELL	$23.75 - $23.91 $993,177 - $999,868	-41,818 Reduced 16.13%	217,361 $5.19 Million
Q3 2023 Oct 24, 2023	BUY	$23.72 - $23.85 $36,671 - $36,872	1,546 Added 0.6%	259,179 $6.18 Million
Q2 2023 Jul 14, 2023	BUY	$23.77 - $24.01 $342,929 - $346,392	14,427 Added 5.93%	257,633 $6.13 Million
Q1 2023 Apr 21, 2023	BUY	$23.67 - $24.08 $454,866 - $462,745	19,217 Added 8.58%	243,206 $5.84 Million

Q4 2022 Jan 17, 2023	BUY	$23.73 - $23.95 $600,796 - $606,366	25,318 Added 12.74%	223,989 $0
Q3 2022 Oct 27, 2022	BUY	$23.94 - $24.49 $4.76 Million - $4.87 Million	198,671 New	198,671 $4.76 Million

Others Institutions Holding IBTE

# of Institutions

298

Shares Held

92M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

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