4 J Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter 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 Dec 2026 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 22,247 shares of IBTG stock, worth $509,233. This represents 0.47% of its overall portfolio holdings.

Number of Shares

22,247

Previous 17,155 29.68%

Holding current value

$509,233

Previous $389,000 29.56%

% of portfolio

0.47%

Previous 0.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$22.46 - $22.66 $114,366 - $115,384	5,092 Added 29.68%	22,247 $504,000
Q1 2024 Apr 22, 2024	SELL	$22.62 - $22.94 $321,294 - $325,839	-14,204 Reduced 45.29%	17,155 $389,000
Q4 2023 Jan 22, 2024	BUY	$22.32 - $22.86 $34,819 - $35,661	1,560 Added 5.24%	31,359 $716,000
Q3 2023 Oct 24, 2023	SELL	$22.4 - $22.75 $132,249 - $134,316	-5,904 Reduced 16.54%	29,799 $669,000
Q2 2023 Jul 14, 2023	BUY	$22.63 - $23.26 $303,106 - $311,544	13,394 Added 60.04%	35,703 $808,000
Q1 2023 Apr 21, 2023	BUY	$22.41 - $23.23 $51,475 - $53,359	2,297 Added 11.48%	22,309 $514,000
Q4 2022 Jan 17, 2023	BUY	$22.35 - $22.99 $66,871 - $68,786	2,992 Added 17.58%	20,012 $0
Q3 2022 Oct 27, 2022	BUY	$22.53 - $23.84 $383,460 - $405,756	17,020 New	17,020 $386,000
Q2 2022 Aug 01, 2022	BUY	$23.01 - $23.88 $345,242 - $358,295	15,004 New	15,004 $354,000

Others Institutions Holding IBTG

# of Institutions

195

Shares Held

37.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
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4 J Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History