4 J Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
4 J Wealth Management LLC
- $105 Million
- Q4 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 19,818 shares of IBTG stock, worth $453,039. This represents 0.43% of its overall portfolio holdings.
Number of Shares
19,818
Previous 27,085
26.83%
Holding current value
$453,039
Previous $624,000
27.56%
% of portfolio
0.43%
Previous 0.55%
Shares
11 transactions
Others Institutions Holding IBTG
# of Institutions
258Shares Held
57MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.7 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.2 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.3 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$61.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.2 Million1.1% of portfolio