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

4 J Wealth Management LLC

  • $109 Million
  • Q2 2025

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 38,183 shares of IBTH stock, worth $857,972. This represents 0.79% of its overall portfolio holdings.

Number of Shares
38,183
Previous 42,157 9.43%
Holding current value
$857,972
Previous $945,000 9.21%
% of portfolio
0.79%
Previous 0.93%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$22.3 - $22.57 $88,620 - $89,693
-3,974 Reduced 9.43%
38,183 $858,000
Q1 2025

Apr 28, 2025
BUY
$22.11 - $22.43 $1,459 - $1,480
66 Added 0.16%
42,157 $945,000
Q4 2024

Jan 23, 2025
SELL
$22.1 - $22.59 $119,759 - $122,415
-5,419 Reduced 11.41%
42,091 $934,000
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
270
Shares Held
56M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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  • Ticker IBTH
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