4 J Wealth Management LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 11,515 shares of IBTI stock, worth $251,257. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,515
Previous 10,110
13.9%
Holding current value
$251,257
Previous $220,000
17.73%
% of portfolio
0.23%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
147Shares Held
23.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.64MShares$35.7 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.03MShares$22.5 Million0.15% of portfolio
-
Stifel Financial Corp St. Louis, MO1.02MShares$22.4 Million0.02% of portfolio
-
Atwood & Palmer Inc1.01MShares$22 Million1.57% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22 Million0.55% of portfolio