4 J Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
4 J Wealth Management LLC
- $125 Million
- Q4 2025
A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 12,242 shares of IBTG stock, worth $280,341. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,242
Previous 12,210
0.26%
Holding current value
$280,341
Previous $280,000
-0.0%
% of portfolio
0.22%
Previous 0.23%
Shares
15 transactions
Others Institutions Holding IBTG
# of Institutions
314Shares Held
81.5MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio