4 J Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
4 J Wealth Management LLC
- $123 Million
- Q3 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 12,210 shares of IBTG stock, worth $279,609. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,210
Previous 12,185
0.21%
Holding current value
$279,609
Previous $279,000
0.36%
% of portfolio
0.23%
Previous 0.26%
Shares
14 transactions
Others Institutions Holding IBTG
# of Institutions
312Shares Held
78.2MCall 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