4 J Wealth Management LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 47,510 shares of IBTH stock, worth $1.05 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

47,510

Previous 42,772 11.08%

Holding current value

$1.05 Million

Previous $944,000 13.88%

% of portfolio

0.95%

Previous 0.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$21.96 - $22.69 $104,046 - $107,505	4,738 Added 11.08%	47,510 $1.08 Million
Q2 2024 Jul 17, 2024	BUY	$21.83 - $22.09 $21,262 - $21,515	974 Added 2.33%	42,772 $944,000
Q1 2024 Apr 22, 2024	SELL	$22.05 - $22.46 $1.56 Million - $1.59 Million	-70,606 Reduced 62.81%	41,798 $926,000
Q4 2023 Jan 22, 2024	SELL	$21.61 - $22.41 $38,789 - $40,225	-1,795 Reduced 1.57%	112,404 $2.52 Million
Q3 2023 Oct 24, 2023	SELL	$21.77 - $22.29 $119,778 - $122,639	-5,502 Reduced 4.6%	114,199 $2.5 Million
Q2 2023 Jul 14, 2023	BUY	$22.15 - $22.9 $292,867 - $302,783	13,222 Added 12.42%	119,701 $2.65 Million
Q1 2023 Apr 21, 2023	BUY	$21.92 - $22.83 $2.33 Million - $2.43 Million	106,479 New	106,479 $2.41 Million

Others Institutions Holding IBTH

# of Institutions

199

Shares Held

32.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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4 J Wealth Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History