4 J Wealth Management LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

4 J Wealth Management LLC

$105 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$21.7 - $22.6 $30,488 - $31,753	1,405 Added 13.9%	11,515 $259,000
Q2 2024 Jul 17, 2024	BUY	$21.51 - $21.88 $217,466 - $221,206	10,110 New	10,110 $220,000

Others Institutions Holding IBTI

# of Institutions

157

Shares Held

24.9M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.64M
Shares

$36 Million
0.01% of portfolio
Atwood & Palmer Inc

1.08M
Shares

$23.8 Million
1.65% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.03M
Shares

$22.7 Million
0.15% of portfolio
Stifel Financial Corp St. Louis, MO

1.02M
Shares

$22.5 Million
0.02% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

1.01M
Shares

$22.2 Million
0.55% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

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