4 J Wealth Management LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 13,260 shares of IBTG stock, worth $303,521. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,260
Previous 19,818
33.09%
Holding current value
$303,521
Previous $452,000
32.74%
% of portfolio
0.3%
Previous 0.43%
Shares
12 transactions
Others Institutions Holding IBTG
# of Institutions
279Shares Held
64.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.2 Million0.01% of portfolio