4 J Wealth Management LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
4 J Wealth Management LLC
- $102 Million
- Q1 2025
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 52,834 shares of IBTF stock, worth $1.23 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
52,834
Previous 44,484
18.77%
Holding current value
$1.23 Million
Previous $1.04 Million
19.0%
% of portfolio
1.21%
Previous 0.99%
Shares
12 transactions
Others Institutions Holding IBTF
# of Institutions
313Shares Held
79.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.52MShares$106 Million1.89% of portfolio
-
Bank Of America Corp Charlotte, NC4.02MShares$94 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.88MShares$90.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.01MShares$70.3 Million0.03% of portfolio
-
Capital Investment Advisors, LLC2.75MShares$64.1 Million1.3% of portfolio