4 J Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter 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 Dec 2026 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 27,085 shares of IBTG stock, worth $615,912. This represents 0.55% of its overall portfolio holdings.

Number of Shares
27,085
Previous 22,247 21.75%
Holding current value
$615,912
Previous $504,000 23.81%
% of portfolio
0.55%
Previous 0.47%

Shares

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

Oct 31, 2024
BUY
$22.55 - $23.1 $109,096 - $111,757
4,838 Added 21.75%
27,085 $624,000
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
218
Shares Held
41.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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